WHO WE ARE
Founded in 2005, our family
owned and independent firm...
owned and independent firm...
Jake is a member of Zuckerman Investment Group’s relationship management team, where he works alongside the firm’s Advisors to provide assistance with clients’ cash management, administrative needs and special projects.
Prior to joining Zuckerman Investment Group, Jake interned for the Village of Northbrook in the Development and Planning Services department. Jake received his Bachelor of Arts in Economics from the University of Illinois at Urbana-Champaign.
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.