 |
John R. Kaufman Managing Director, Investment Advisory |
| 350 N. Clark St., Chicago, IL 60654 | 312.595.6310 | | |
Areas of Focus: Investment Advisory and Portfolio Management
Profile:
- Provides asset allocation and investment strategies for affluent individuals, family offices, corporations and institutions
- Utilizes an array of investment vehicles to build customized portfolios that respond to his clients' short- and long-term financial objectives
- Maintains more than 15 years in the financial services industry, with a specialization in investments
- Joined Mesirow Financial in 1995 after serving as a senior vice president for a Midwestern-based investment firm where he was responsible for institutional markets and fixed income
- Member of Mesirow Financial's Select Manager Advisory Committee, which focuses on performing due diligence on professional money managers
- Accredited Investment Fiduciary® designee (AIF®)
- B.S., University of Iowa
- Talarico Ataxia Foundation, co-chair
- Chicago International Film Festival, board member
- Kaufman Foundation, president
