 |
Robert A. Goshen Senior Vice President, Investment Advisory |
| 350 N. Clark St., Chicago, IL 60654 | 312.595.6802 | | |
Areas of Focus: Investment Advisory and Portfolio Management
Profile:
- Specializes in comprehensive investment management designed to address all aspects of his clients' financial objectives
- Creates customized strategies based on the unique needs of his clients rather than pre-determined style boxes
- Incorporates broad-based financial planning services, including retirement planning, estate planning, life insurance planning, and tax and estate planning
- Manages more than $100 million in assets for clients, including individuals, corporate retirement plans and foundations
- Joined Mesirow Financial in 2002 with 20 years of experience in the financial services industry, including 15 years as an options market maker on the floor of the Chicago Board Options Exchange
- Certified Financial Planner™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Certified Financial Divorce Practitioner (CFDP®)
- Accredited Investment Fiduciary® designee (AIF®)
- B.S., Indiana University
- M.B.A., Loyola University of Chicago
- Latin School of Chicago, member of the alumni board and former head varsity basketball coach
- Jewish United Fund, member of Financial Division
