Juan C. AvilaSenior Vice President
Investment Advisory
Chicago, IL
+1 312.595.6655
Areas of Focus: Investment Advisory, Portfolio Management and Retirement Plan Advisory
Profile:- Co-leader of The Avila Camargo Advisory Group, which manages assets for clients that include public and private corporations, public sector entitities, high net worth individuals, business owners and not-for-profit entities and foundations
- Assists corporate clients and business owners that sponsor qualified retirement plan services to develop and maintain their fiduciary process
- Specializes in tactical asset allocation strategies and customized financial planning
- Joined Mesirow Financial in 2009, and has more than 20 years of experience in the financial services industry
- Accredited Investment Fiduciary® designee (AIF®)
- Fluent in Spanish
- Named 2011 Latino Professional of the Year by the Chicago Latino Network, an organization with 48,000 members
- Named one of Chicago Magazine's "2011 Five Star Wealth Managers" for the second year in a row as selected through an independent survey to identify Chicagoland wealth managers who scored the highest in overall client satisfaction.
- B.S., University of Wisconsin at Madison
- M.B.A., The Kellogg School of Management at Northwestern University
- Accepted into the Corporate Governance Executive Development Program sponsored by Chicago United and the University of Notre Dame
- Hispanic Alliance for Career Enhancement (HACE), board chair
- Illinois Hispanic Chamber of Commerce (IHCC), member
- Chicago United, Leaders Council
- Chicago United, 2011 Business Leaders of Color, committee chair
- Roosevelt University Walter E. Heller College of Business Administration, Advisory Board, member
- New Futuro, Advisory Council member

