2005
About Us A Firm Built on a Foundation of Trust, Across Generations
From financial counseling to asset management, our firm is built with a singular purpose in mind: to be your family’s trusted, long-term partner.
Our Founding Story
Before establishing Zuckerman Investment Group, Sherwin Zuckerman served as a founding partner at Harris Associates. During his 25-year career at Harris Associates, Sherwin excelled in stock selection, investment advice, and building client relationships.
After his retirement from Harris Associates, Sherwin used his expertise to start his own family office. He found success in starting his family office, extending and building it into the firm we now recognize as Zuckerman Investment Group.
Sherwin found success by recognizing that the best long-term outcomes were achieved when assets were managed using a disciplined, value-based approach that focused on easy-to-understand investments and when there was a personal relationship built on trust between the client and the financial counselor.
Building Upon the Legacy
Daniel Zuckerman, Partner & CEO, started the firm with his father, Sherwin Zuckerman, back in 2005.
Sherwin and Daniel grew the firm based on long-term relationships and a strong commitment to investment excellence, while advising clients and their families.
Daniel now leads the firm with a long history of experience, providing him with the ability to have real conversations that connects families across generations.
Award-Winning & Independent Wealth Management Firm
Over the years, Zuckerman Investment Group has been recognized by multiple publications for best practices and approach to working with our clients. See awards here.
A Growing Firm, Built to Last
Zuckerman Investment Group is a family and employee-owned wealth management firm equipped with extensive experience to handle all aspects of your financial well-being, specializing in understanding the unique needs of multi-generational families, business owners, business executives, and young professionals.
Our growing team of advisors blends seasoned expertise with an awareness of your unique needs. A team that not only adapts, but also resonates with your journey. As an independent, growing firm we are here to help your family for generations to come.
$1.5B
in AUM (as of 3/31/2024)
300+
Families & Individual Clients
100%
Employee & Family Owned
2005
Year Founded
Zuckerman History
That Us. Now Let’s Talk About You.
You know what kind of people you can work with. It’s how you got where you are. Let’s talk about where you want to go.