Adam S. Goldman Managing Director, Investment Advisory
350 N. Clark St., Chicago, IL 60654  |  312.595.6456  |

Areas of Focus: Investment Advisory and Portfolio Management

Profile:

• Works extensively with individuals, families, corporations and retirement plans to evaluate and implement investment strategies focused on fulfilling short- and long-term objectives
• Specializes in asset allocation utilizing all areas of investment vehicles tailored to each client's specific needs
• Maintains significant experience working with executives of closely held public and private corporations, assisting them with liquidity and reallocation of their post sale assets
• Joined Mesirow Financial in 2000 and has more than 21 years of experience in the investment industry
• Accredited Investment Fiduciary^® designee (AIF^®)
• Mesirow Financial shareholder

Education:

• B.S., Tufts University

Affiliations:

• Children's Memorial Hospital, fundraising
• The University of Michigan, member of the James M. Gartenberg Memorial Scholarship Fund Committee
• The American Lung Association, fundraising
• Riverdale Country Day School, fundraising
• Tufts University, fundraising
• United States Holocaust Memorial Museum- member of Luncheon Committee