Vincent A. Allegra
Managing Director
Investment Advisory, Retirement Plan Advisory

Oakbrook Terrace, IL
+1 630.705.2085

Areas of Focus: Investment Advisory, Retirement Plan Advisory and Portfolio Management

Profile:
  • Works with public and private corporations, public sector entities, high net worth individuals, and not-for-profit organizations
  • Assists corporate clients that sponsor qualified retirement plan services to develop and maintain their fiduciary process
  • Proposes strategy and plan design, vendor searches, analyses, monitors and recommends investments, supervises implementation and manages client relationships
  • Performs quantitative and qualitative fund performance analysis and manager due diligence
  • Provides group education meetings on a wide variety of financial topics
  • Maintains more than 10 years of experience in investment management
  • Joined Mesirow Financial in 2004
  • Member of the firm's Managed Money Advisory Board
  • Accredited Investment Fiduciary (AIF®) designee
  • Chartered Retirement Plan Specialist (CRPS®)
Accomplishments:
  • Recipient of the firm's 2012 Norman Award for Collaboration; named after the firm's founder, Norman Mesirow, the award recognizes outstanding employees for their achievements and contributions in categories the firm has identified as critical to the firm's client relationships and culture
  • Named one of Chicago Magazine's "2013 Five Star Wealth Managers" for the fourth year in a row as selected through an independent survey to identify Chicagoland wealth managers who scored the highest in overall client satisfaction.
  • Three-time U.S. Masters Swimming World and National Record Holder
  • U.S. Masters Swim Team Sets New Record
Education:
  • B.A., Villanova University, summa cum laude
Affiliations:
  • Choose DuPage, board representative