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550 W. Washington Blvd. Ste. 1650, Chicago, IL 60661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-02 |
Branch Locations
550 W. Washington Blvd. Ste. 1650, Chicago, IL 60661 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gofen And Glossberg, L.L.C. | Chicago | IL | 06/2013 | 12/2022 |
| Corient | Chicago | IL | 12/2022 | 04/2024 |
| Corient Services Llc | Miami | FL | 07/2023 | 04/2024 |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 | |
| Unemployed | Chicago | IL | 04/2024 | 08/2024 |
| Chicago Capital, Llc | Chicago | IL | 01/2025 | Present |
| Bernard Zell Anche Emet Day School | Chicago | IL | 09/2024 | 12/2024 |
Anshe Emet Synagogue - Executive committee VP - no compensation - Judd Goldman Adaptive Sailing Foundation - Executive committee - Gala Chair - no compensation. Trustee of the William J Lancaster Trust since 06/2022; Investment-related: Yes; Responsible for overseeing all property and other assets placed in the trust for the beneficiaries. Co-trustee of the Susan Nussbaum Trust since 05/2022; Investment-related: Yes; Responsible for overseeing all property and other assets placed in the trust for the beneficiaries.
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