Leadership

Mr. Wasserman joined Oswald Companies in 2003. For more than 30 years, clients have turned to Jeffrey M. Wasserman to protect the people who matter most in their lives and preserve their legacy for generations to come. As Managing Director of Oswald Life and Executive Vice President of Oswald Companies, Mr. Wasserman brings decades of experience in financial services, life insurance, estate planning, business succession planning and charitable giving. He combines this expertise with a truly personalized consulting approach, meeting each client’s unique needs and goals, and leading the team that serves the client through each life stage.

EDUCATION AND PROFESSIONAL AFFILIATIONS

Mr. Wasserman’s commitment to community and charitable causes is evident in the organizations to which he devotes his time and efforts. He is active with and supports University Hospitals, the Cleveland Museum of Art and the Jewish Federation of Cleveland. Jeff is a graduate of the Leadership Cleveland Class of 2014, and a former Board Member of College Now Greater Cleveland, MOCA Cleveland, The Leukemia Society and the Cleveland Artists Foundation.  Mr. Wasserman holds his Bachelor’s Degree in Finance from Kent State University and is licensed throughout the United States for Life, Health, Annuities and NASD Series 6.

PERSONAL

Mr. Wasserman is a proudly married father of three.  He enjoys skiing, golfing, and traveling with family and friends.

Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. LSF and Oswald Companies are not affiliated and do not provide tax or legal advice. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. Lion Street Financial.

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