Zuckerman Investment Group Promotes Keith Schicker to Partner
CHICAGO – March 14, 2024 – Zuckerman Investment Group, an award-winning1 wealth management firm headquartered in Chicago, Illinois, is pleased to announce the promotion of Keith Schicker to the position of Partner of the firm.
Keith joined Zuckerman Investment Group in 2013 and has over 17 years of experience in the investment management and financial services industry. Throughout his time at the firm, Keith has demonstrated excellence in his contributions across the entire business and has played an important role in leading and building relationships with many of the firm’s new and tenured clients. Keith also publishes a monthly column, Investment Insights, dedicated to sharing the firm’s unique and proven approach to protecting and building wealth.
“Having worked closely with Keith for 11 years, I’ve witnessed firsthand his expertise and commitment to leading and advising our clients. It has been an invaluable asset over the years,” said Michael Fisherman, Partner & Portfolio Manager at Zuckerman Investment Group. “I am excited to see him continue to have such a positive impact on the firm.”
Prior to joining Zuckerman Investment Group, Keith was last a Senior Research Associate at Robert W. Baird & Co. covering the global automotive and commercial vehicle industries. Keith also has work experience in corporate finance and private equity at Delphi Automotive plc and Baird Capital Partners, respectively.
“I am honored to be named Partner,” said Keith. “Zuckerman Investment Group is a truly exceptional firm, in every sense of the word, best characterized by an unwavering commitment to always do the right thing for its clients, in everything that it does. I look forward to working more closely with Dan and Mike, not only to preserve this great tradition, but also to build upon this tremendous heritage of success and lead the firm to new and greater heights for the benefit of our clients, employees, partners and stakeholders.”
“Ever since Keith joined the firm, he has demonstrated a passion for investments and our multi-generational clients,” said Daniel Zuckerman, Partner & CEO of Zuckerman Investment Group. “Together, we will ensure Zuckerman Investment Group’s unique and proven approach to financial counseling and asset management is exemplified by our firm’s culture and strengthened by our firm’s strategic direction.”
Keith received a Bachelor of Business Administration from the University of Wisconsin-Milwaukee and a Master of Business Administration with High Honors from the University of Chicago Booth School of Business. Keith is a CFA® charterholder.
Keith lives in Naperville, Illinois with his wife and three children.
1Daniel Zuckerman received the Five Start Wealth Manager Award in 2019, 2020, 2021, 2022, and 2023. Five Star Professional conducts market-specific research to identify outstanding service professionals through the Five Star Professional award. Five Star Professional is awarded given a wealth manager satisfies 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors considered include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.
Zuckerman Investment Group has been recognized by InvestmentNews as a Best Place to Work for Financial Advisors in 2021, 2022, and 2024. InvestmentNews Best places to Work for Financial Advisers is produced by InvestmentNews in partnership with Best Companies Group. Results are based on evaluating each nominated company’s culture, benefits, career paths, demographics, as well as an employee survey to measure employee experience.
Zuckerman Investment Group was ranked in the Financial Advisors Magazine RIA Ranking. FA’s RIA Ranking is an independent listing produced by Financial Advisor magazine based on discretionary and non-discretionary assets under management as reported in the Form ADV of the 715 eligible firms. To be eligible, firms must provide financial planning and related services to individual clients, be independently registered investment advisors, file an ADV statement with the SEC, and have at least $500 million in assets under management as of December 31, 2022 based on their ADV filing with the SEC.
Zuckerman Investment Group was named on Forbes America’s 2023 Top RIA List. The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.