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Deals & People May 3, 2013
Mesirow Makes Investment Advisory Promotion
Adam
S. Goldman was promoted to senior managing director of the investment advisory
group of Mesirow Financial.
Reported by PLANADVISER Staff
Goldman works with individuals, families, corporations and retirement plans to evaluate and implement investment strategies for short- and long-term objectives specializing in asset allocation. He has significant experience working with executives of closely held public and private corporations, assisting them with liquidity and reallocation of their post-sale assets.
Goldman joined Mesirow Financial in 2000 and has more than 25 years of experience in the investment industry. The promotion marks Goldman’s dedication to client service and business development.
Goldman holds a bachelor’s degree in political science from Tufts University.