CHICAGO, March 11, 2025 /PRNewswire/ -- Zuckerman Investment Group, a leading independent wealth management firm based in Chicago, proudly celebrates its 20th anniversary. This milestone celebrates two decades of unwavering commitment to client service and the firm's mission to guide families at every stage of life.
Over the years, Zuckerman Investment Group has grown to serve over 300 clients and families, manage more than $1.7 billion in assets, and employ a dedicated team of 21 professionals. The firm has earned recognition and awards from industry leaders, including Forbes, InvestmentNews, Financial Advisor Magazine, and more.
Daniel Zuckerman, CEO & Partner of Zuckerman Investment Group, leads the firm with a foundation built on long-term relationships, a relentless pursuit of investment excellence, and a deep commitment to advising clients and their families. These core principles have been instrumental in driving the firm's growth.
"As we celebrate this 20-year milestone, I reflect on the remarkable journey that began with my father's vision of creating the firm," said Daniel Zuckerman, CEO & Partner of Zuckerman Investment Group. "This anniversary not only symbolizes our growth but, more importantly, the trust, loyalty, and lasting relationships we have built with our clients—some of which were established from the very beginning with my father."
What is now Zuckerman Investment Group began in 2005 as a family office, founded by Sherwin Zuckerman, Chairman of the firm, and his son Daniel. After a successful 25-year career as an early partner at Harris Associates, Sherwin leveraged his expertise to start his own business. Building on the success of the family office model, Zuckerman Investment Group quickly expanded its focus to serve a broader client base, ultimately evolving into the prominent firm it is today.
"I felt a strong desire to create a firm that was more than just about investments—it was about building lasting relationships and helping families at every stage of their financial journey," said Sherwin Zuckerman, Chairman of Zuckerman Investment Group.
As Zuckerman Investment Group looks ahead to the next 20 years, the firm remains steadfast in its commitment to providing exceptional wealth management services rooted in trust, integrity, and personalized guidance.
About Zuckerman Investment Group
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 $1.7 billion in AUM, spanning over 300 families and individuals across multiple generations.
Contact Information
zuckermaninvestmentgroup.com
[email protected]
(312) 948-8000
SOURCE Zuckerman Investment Group
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