Daniel Zuckerman
Chief Executive Officer at Zuckerman Investment Group LLC
Profile
Mr. Daniel R.
Zuckerman, CFA MBA, is a President & Chief Executive Officer at Zuckerman Investment Group LLC.
He is a voting member of the firm’s Investment Committee, which is responsible for making all investment and portfolio management decisions.
He is responsible for setting the firm’s strategic direction and ensuring the firm’s unique and proven approach to financial counseling and asset management is exemplified by the firm’s culture and strengthened by the firm’s strategic direction.
In addition to his investment and executive leadership roles, he leads the firm’s financial counseling practice and is deeply involved with multiple generations of the firm’s long-tenured clients.
Prior to founding Zuckerman Investment Group in 2005, Mr. Zuckerman was an Officer at LaSalle Bank in a leveraged finance division.
He received a Bachelor of Science in Economics from the University of Wisconsin-Madison and a Master of Business Administration from the University of Chicago Booth School of Business.
He is a CFA charter holder and a member of Young Presidents’ Organization.
Daniel Zuckerman active positions
| Companies | Position | Start |
|---|---|---|
Zuckerman Investment Group LLC
 Zuckerman Investment Group LLC Investment ManagersFinance Zuckerman Investment Group LLC (ZIG) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Daniel Zuckerman and Sherwin Zuckerman in 2005. They are a subsidiary of Zig Holding LLC. ZIG manages equity, balanced and fixed income portfolios for high net worth individuals and families, trusts, partnerships, retirement plans and charitable foundations. The firm provides investment advice, counseling and portfolio management to multi-generational families on both a discretionary and non-discretionary basis through the use of separately managed accounts. | Chief Executive Officer | 2005-04-30 |
Former positions of Daniel Zuckerman
| Companies | Position | End |
|---|---|---|
| LaSalle Bank Corp. | Corporate Officer/Principal | - |
Training of Daniel Zuckerman
| University of Wisconsin | Undergraduate Degree |
| The University of Chicago | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Zuckerman Investment Group LLC
Zuckerman Investment Group LLC Investment ManagersFinance Zuckerman Investment Group LLC (ZIG) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Daniel Zuckerman and Sherwin Zuckerman in 2005. They are a subsidiary of Zig Holding LLC. ZIG manages equity, balanced and fixed income portfolios for high net worth individuals and families, trusts, partnerships, retirement plans and charitable foundations. The firm provides investment advice, counseling and portfolio management to multi-generational families on both a discretionary and non-discretionary basis through the use of separately managed accounts. | Finance |
| LaSalle Bank Corp. | Miscellaneous |
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