Kambria CPA

Director of Relationship Management at Zuckerman Investment Group, LLC - Chicago, Illinois, US

Kambria CPA's Colleagues at Zuckerman Investment Group, LLC
Matthew Bernstein

Incoming Wealth Management Intern

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Sarah Dietz

Business Manager

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Jake Rosenberg

Portfolio Management Associate

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William Enoch

Senior Relationship Manager

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Jordan Rosenfield

Relationship Management Associate

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Bill Tuebo

Investment Professional / Wealth Management

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David Frank

Senior Investment Analyst

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Mobile Number
(XXX) XXX-XXXX
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HQ
(312) 948-8000
Location
Company
Zuckerman Investment Group, LLC
Kambria CPA's Company Details
Zuckerman Investment Group, LLC logo, Zuckerman Investment Group, LLC contact details

Zuckerman Investment Group, LLC

Chicago, Illinois, US • 18 Employees
Financial Services

From financial counseling to asset management, Zuckerman Investment Group is built with a singular purpose in mind: to be your family’s trusted, long-term partner. Zuckerman Investment Group is a family owned and independent wealth management firm based in Chicago, IL. Established in 2005 by its founders Daniel Zuckerman and Sherwin Zuckerman, today the firm has grown to oversee $1.6 billion in AUM, spanning over 300 families and individuals across multiple generations. The firms offers a holistic spectrum of services, including comprehensive wealth management, asset management, and family legacy planning. The firm is fully engaged with clients in respect to their needs and desires around capital preservation, cash flow requirements, risk tolerance, efficient wealth transfer, philanthropy initiatives, and legacy.

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Frequently Asked Questions about Kambria CPA
Kambria CPA currently works for Zuckerman Investment Group, LLC.
Kambria CPA's role at Zuckerman Investment Group, LLC is Director of Relationship Management.
Kambria CPA's email address is ***@zuckermaninvestmentgroup.com. To view Kambria CPA's full email address, please signup to ConnectPlex.
Kambria CPA works in the Financial Services industry.
Kambria CPA's colleagues at Zuckerman Investment Group, LLC are Matthew Bernstein, Sarah Dietz, Jake Rosenberg, William Enoch, Jordan Rosenfield, Bill Tuebo, David Frank and others.
Kambria CPA's phone number is (312) 948-8000
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