Oakbrook Terrace, IL
+1 630.705.2085

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

• 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
• Mesirow Financial shareholder
• Accredited Investment Fiduciary (AIF^®) designee
• Previously worked for a small asset management firm where he analyzed, interviewed and monitored hedge fund and money managers

• Named one of Chicago Magazine's "2011 Five Star Wealth Managers" as selected through an independent survey to identify Chicagoland wealth managers who scored the highest in overall client satisfaction.
• Two-time U.S. Masters Swimming World and National Record Holder

• B.A., Villanova University, summa cum laude

• Choose DuPage, board representative