Paul H. Blumberg
Senior Managing Director
Investment Advisory

Highland Park, IL
+1 847.681.2350

Areas of Focus: Investment Advisory and Portfolio Management

Profile:
  • Co-leader of The Blumberg/Israel Advisory Group, which manages more than $400 million in client assets
  • Works with individuals, families and small businesses to develop and implement wealth management strategies
  • Consults with clients on the full scope of their financial needs, including investment management, estate planning, retirement planning, income protection and more
  • Guides clients through three important stages: wealth development, wealth preservation and wealth distribution
  • Holds Series 7, 63 and 65 FINRA licenses
  • Maintains more than 25 years of experience in the financial services industry, all of which have been served at Mesirow Financial
Education:
  • B.A., Colorado College
Affiliations:
  • I Have a Dream Foundation, active member for more than 15 years
  • Jewish Council for Youth Services, past member