Juan C. Avila
Senior 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
Accomplishments:
  • 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.
Education:
  • 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
Affiliations:
  • 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