David H. Dermenjian
Senior Vice President
Investment Advisory, Retirement Plan Advisory

Chicago, IL
+1 312.595.6457

Areas of Focus: Qualified Retirement Plan Consulting and Investment Advisory

Profile:
  • Assists corporate clients that sponsor qualified retirement plan services to develop and maintain their fiduciary process
  • Extensive experience working with private equity firms and other merger/acquisition related retirement plan issues to identify any potential liabilities and coordinate the plan transition or implementation
  • Works with affluent individuals and families to design and implement asset allocation investment programs that suit their short- and long-term goals
  • Maintains a risk-averse philosophy, focusing on the importance of managing volatility in a portfolio as a primary concern
  • Specializes in manager analysis and the creation of asset allocation models
  • Joined Mesirow Financial in 2002 and maintains more than 10 years of experience in the investment industry
  • Accredited Investment Fiduciary® designee (AIF®)
Education:
  • B.S., Indiana University Kelley School of Business
Affiliations:
  • National Football League Players Association (NFLPA), Registered Player Financial Advisor
  • Susan F. Lasky Cancer Foundation, associate board member
  • Children's Oncology Services, Inc. (COSI), associate board member