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About
Jeff Mackevich is Vice President - Investments at Rothschild Investment Corporation in Chicago, Illinois, a role he has held since September 2011. In this capacity, he oversees investment strategies and portfolio management for high-net-worth individuals, families, and institutional clients, serving as a key member of the firm's advisory team.
Mackevich specializes in traditional asset classes including equities and fixed income, with additional experience advising on alternative investments, estate planning, and tax-efficient portfolio construction for affluent clients in the Greater Chicago area. His advisory work encompasses strategic wealth management and tailored solutions for generational wealth, business owners, and executives.
Prior to joining Rothschild Investment Corporation, Mackevich worked at Mesirow Financial Investment Management. He holds a Bachelor of Business Administration (B.B.A.) from the University of Michigan and is recognized for his deep expertise in client-focused investment planning and comprehensive financial strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Rothschild Investment Corporation | Vice President - Investments | Sep 2011 to Present | Investment Advisory and Brokerage I specialize in planning and investing for retirement. |
Education
University of Michigan New Trier High School
Bachelor of Business Administration (B.B.A.)
Skills & Expertise
Others at Rothschild Investment LLC (4)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Chicago, IL , United States | |
| Vice President, Portfolio Strategy | Chicago, IL , United States | |
| Investment Associate | Chicago, IL , United States | |
| Investment Associate | Chicago, IL , United States |
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A Anne Finley | Trader | Oak Ridge Investments LLC | Chicago, IL , United States |