Lee M. Gordon
Senior Managing Director/Chief Executive Officer
Investment Advisory

Chicago, IL
+1 312.595.6175

Areas of Focus: Investment Advisory and Portfolio Management

Profile:
  • Investment Advisory Group chief executive officer and chairman of the group’s Executive Committee
  • Assists business owners, families and individuals with integrating financial, tax and corporate plans through customized investment and risk management strategies
  • Emphasizes personalized reviews to monitor progress toward clients' financial goals
  • Joined Mesirow Financial in 1992
  • Maintains more than 25 years of business and securities-related experience
  • Successfully passed the CPA exam
Accomplishments:
  • Named one of Chicago magazine's "2012 Five Star Wealth Managers" as selected through an independent survey to identify Chicagoland wealth managers who scored the highest in overall client satisfaction
  • Featured in Worth magazine's "Leading Wealth & Legal Advisors Program" – a vetted venue for top wealth and legal advisors
Education:
  • B.S., University of Illinois
  • Attended the London School of Economics
Affiliations:
  • Chicago Scholars, founding member
  • The Hebrew Immigrant Aid Society (HIAS), vice-chair
  • Invest for Kids, advisory committee
  • Jewish Council for Youth Services, past president