Areas of Focus: Investment Advisory, Investment Products and Wealth Management
Profile:
- Manages Investment Advisory, Investment Brokerage and Investment Strategies
- Responsible for the firm's Chicago, Highland Park and Oakbrook Private Client Investment offices with assets exceeding $8.5 billion
- Led the development of Advisory business services to assets of more than $4 billion
- Joined Mesirow Financial in senior executive positions since 1986
- Holds NASD Series 7 and Series 8 licenses
Education:
- B.S., Northern Illinois University
- M.M., Northwestern University, Kellogg School of Management
Affiliations:
- National Association of Securities Dealers (NASD) District Committee, member
- Rush Neurobehavorial Center Advisory Board, member
- Illinois Council on Economic Education, former trustee
- Securities Industry and Financial Markets Association (SIFMA), Sales and Marketing Committee, executive committee, past member
- The Bond Club of Chicago, past president
- SIA Central States District, past chairman
- Girl Scouts of Chicago, past board member