Zuckerman Investment Group was founded in 2005 by Sherwin Zuckerman and Daniel Zuckerman, following Sherwin’s distinguished, 30-year career as an early partner at Harris Associates L.P. Sherwin and Daniel created and built the firm to ensure that families can continue to benefit, across multiple generations and for many decades to come, from our firm’s time-tested and proven approach to family wealth management. Today, Zuckerman Investment Group provides trusted financial counsel to more than 100 families, managing more than $1 billion on their behalf.

Our Team

Sherwin A. Zuckerman

Executive Chairman

Daniel R. Zuckerman, CFA

President & CEO

Michael P. Fisherman

Portfolio Manager

Keith R. Schicker, CFA

Portfolio Manager

Jake R. Kenny, CPA

Director of Finance

Bill J. Tuebo, CFA

Portfolio Manager

David L. Frank, CFA

Senior Investment Analyst

William H. Enoch

Senior Client Service Advisor

Jacob H. Rosenberg

Portfolio Management Associate

Devin A. Bokert

Sales & Marketing Associate

Jordan M. Rosenfield

Relationship Management Associate

Lindsey E. Waldie

Relationship Management Associate

Elise C. Anttonen

Finance Associate

Daniel P. Howard

Wealth Management Associate