John Kaufman Email & Phone Number

I joined Morgan Stanley* in 2014 after serving as Managing Director for 19 years at Mesirow Financial. Making this move allowed me to provide my clients with a much deeper level of Products and Services. I focus on Comprehensive Wealth Management and believe strongly in building long-lasting relationships with my clients to gain an in-depth understanding of their financial needs. My team, The BridgeView Group at Morgan Stanley, and I also work with closely-held companies on advising pension, 401(k) profit sharing, 403(b) plans, as well as private foundations and endowment portfolios.I am responsible for the portfolio customization and construction for my clients based on their financial objectives and risk tolerance. I also create comprehensive financial plans to help my clients achieve their financial goals. Licenses: Hold Series 7 and 66 FINRA licenses, as well as an Illinois insurance license for life and health Areas of focus: Wealth Management, Portfolio Management, Investment Advisory, Financial Planning, Retirement Planning, 401(k), 403(b), Profit Sharing, Private Foundations, Endowments, and Pension Plans.Charitable Board Affiliations:Auditorium Theatre of Roosevelt UniversityRush NeuroBehavioral CenterAmerican Liver FoundationOutside Interests / Activities:Skiing, Golfing, Boating, Traveling,