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Dana Cahan

Zuckerman Investment Group

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About Dana Cahan

Dana Cahan is a registered investment advisor representative with Zuckerman Investment Group. Dana has been in the industry for over 20 years. Prior to joining Zuckerman Investment Group, Dana worked at Altair Advisers, LLC and Mac Management Co. Inc. Dana specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Dana is also a registered investment advisor in Illinois.

Firm Information

Dana Cahan is currently registered with Zuckerman Investment Group. Zuckerman Investment Group is an investment advisory firm headquartered in Chicago, Illinois. With over $1.5 billion in regulatory assets under management, they provide a range of services including financial planning, portfolio management for individuals and pooled investment vehicles, and publication of periodicals. They serve a diverse clientele including high-net-worth individuals, charitable organizations, and pooled investment vehicles.
Zuckerman Investment Group

155 NORTH WACKER DRIVE

CHICAGO, IL 60606

$1.54B

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dana Cahan’s Registration & Firm History

IL

05/24/2023 - Present

Zuckerman Investment Group (CHICAGO IL)

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Licenses & Designations

IA

Issued 05/24/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dana Cahan.
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