Jack Newman has over 29 years of experience in financial services, starting as Vice President at Prudential Securities, where personalized financial strategies were developed for high-net-worth clients. At Mesirow Wealth Management, Jack transitioned the practice to a fiduciary model, enhancing client satisfaction through tailored wealth management solutions. As Owner of NEWMAN & SCHIMEL, LLC, Jack specialized in financial planning for NBA players, focusing on long-term stability. Currently, as Principal and Senior Wealth Advisor at Kovitz, Jack leads the integration of athletes into the Family Office Services and collaborates with the Global Investment Committee to optimize client investment strategies. Jack holds dual Bachelor of Business Administration degrees in Finance from The University of Memphis and the University of Illinois Chicago.
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