Adam S. Goldman
Managing Director
Investment Advisory

Chicago, IL
+1 312.595.6456

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 25 years of experience in the investment industry
  • Mesirow Financial shareholder
Education:
  • B.S., Tufts University
Affiliations:
  • The University of Michigan, James M. Gartenberg Memorial Scholarship Fund, president
  • Riverdale Country Day School, fundraising
  • Tufts University, Tufts Alumni Admission Program, regional chair
  • United States Holocaust Memorial Museum, Luncheon Committee, member
  • Children's Memorial Hospital, fundraising