WHO WE ARE
Founded in 2005, our family
owned and independent firm...
owned and independent firm...
Evan serves as Zuckerman Investment Group’s Chief Compliance Officer as well as overseeing the finance, information technology and general and administrative functions of the firm.
Evan joined Zuckerman Investment Group from Deloitte and Touche, where he was an auditor in the financial services area. He received his Bachelor of Business Administration and Master of Accounting from the University of Michigan. Evan is a Certified Public Accountant and has passed the CFA® Level I.
Family Wealth Management
We advise for your family’s future.
We construct customized investment portfolios.
We ensure the next generation is prepared to inherit wealth.