John R. Kaufman
Managing Director
Investment Advisory

Chicago, IL
+1 312.595.6310

Areas of Focus: Investment Advisory and Portfolio Management

Profile:
  • Provides detailed, comprehensive financial planning and investment strategies for individuals, corporations, and institutions
  • Works with clients to design customized investment portfolios that meet the client's specific needs, goals and objectives
  • More than 20 years of experience in the financial services industry
  • Joined Mesirow Financial in 1995, and is a member of the firm's Managed Money Advisory Board
  • Accredited Investment Fiduciary® designee (AIF®)
  • Holds Series 7, 63 and 65 FINRA licenses, as well as an Illinois insurance license for life, health and disability
  • Mesirow Financial shareholder
Education:
  • B.A., University of Iowa
Affiliations:
  • Rush University Neurobehavioral Center, board member
  • Kaufman Foundation, president
  • Talarico Ataxia Foundation Open, co-chair
  • Auditorium Theatre of Roosevelt University, board member