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

Partner & CEO

Michael P. Fisherman

Partner & Portfolio Manager

Keith R. Schicker, CFA

Partner & Portfolio Manager

Dana R. Cahan, CPWA

Wealth Advisor

Bill J. Tuebo, CFA

Portfolio Manager

Chris J. Louis-Jacques

Director of Technology

Leslie A. Mallory

Chief Human Resources Officer

William H. Enoch

Senior Client Service Advisor

David L. Frank, CFA

Senior Investment Analyst

Devin A. Bokert

Sales & Marketing Manager

Jordan M. Rosenfield

Associate Wealth Advisor

Lindsey E. Waldie

Associate Wealth Advisor

Daniel P. Howard

Wealth Management Associate

Zachary J. Swartz

Wealth Management Associate

Jackson H. Roh

Wealth Management Associate

Thomas J. Durkin

Wealth Management Associate