Adam Goldman is a Senior Managing Director and Wealth Advisor in Mesirow Wealth Management in Chicago, IL. He works with individuals, families, endowments and foundations as well as officers and directors of public and privately held corporations to evaluate and implement investment strategies. His practice includes advising on wealth development, preservation, and distribution. This comprehensive approach addresses the full scope of his clients’ needs, including investment management, retirement and estate planning, college, and charitable funding as well as insurance and tax considerations.
Adam joined Mesirow in 2000 and has 38 years of experience in the financial services industry. He is actively involved in several charitable organizations including an Advisory Board Member of the Earl Monroe New Renaissance Charter School in New York City, a Board Member of the Amy Krouse Rosenthal Foundation, Regional Director for the Tufts University Alumni Admissions Program and a member of the Board of Advisors at Roger Williams University.
Adam was born and raised in NYC and earned his Bachelor’s degree in Political Science from Tufts University. He also holds FINRA Series 7, 63 and 65 licenses.