Patricia F. Blackwell
Investment Manager
Investment Advisory, Retirement Plan Advisory

Chicago, IL
+1 312.595.6776

Areas of Focus: Qualified Retirement Plan Consulting and Investment Advisory

Profile:
  • Extensive experience in working with ultra-high net worth individuals and households
  • Responsible for reviewing the overall financial health of client households while also managing day-to-day client needs
  • Concentrates on overseeing the 401k plans for the team and provides semi-annual reviews for plan sponsors and employee education and enrollment
  • Joined Mesirow Financial in 2008, and has more than seven years of experience in the financial services industry
  • Prior to joining Mesirow Financial, was a member of the Wealth Advisory Team at the Northern Trust Company
  • Holds Series 7, 63 and 65 FINRA licenses, as well as Illinois insurance licenses for life, health and disability, property and casualty
Education:
  • B.A., University of Kansas
Affiliations:
  • New Trier Tyro Society Scholarship Program, member