Adam Scott Goldman
Portfolio Manager-Equities at Mesirow Financial Investment Management, Inc.
Profile
Mr. Adam S.
Goldman is a Senior Managing Director at Mesirow Financial Investment Management, Inc. He works extensively with individuals, families, non-profits, and closely held corporations to evaluate and implement investment strategies.
Mr. Goldman's practice includes advising on wealth development, preservation and distribution.
This comprehensive approach addresses the full scope of his client’s needs, including investment management, retirement and estate planning, college and charitable funding as well as insurance and tax considerations.
He joined the firm in 2000 and has more than 30 years of experience in the financial services industry.
Mr. Mr. Goldman earned a BS from Tufts University.
Adam Scott Goldman active positions
| Companies | Position | Start |
|---|---|---|
Mesirow Financial Investment Management, Inc.
 Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Portfolio Manager-Equities | 2000-09-30 |
Training of Adam Scott Goldman
| Tufts University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Mesirow Financial Investment Management, Inc.
Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Finance |
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