Chicago, IL
+1 312.595.6175

Areas of Focus: Investment Advisory and Portfolio Management

• 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 20 years of business and securities-related experience
• Successfully passed the CPA exam
• Holds Series 7 and Series 63 FINRA licenses

• Featured in Worth magazine's "Leading Wealth & Legal Advisors Program" – a vetted venue for top wealth and legal advisors

• B.S., University of Illinois
• Attended the London School of Economics

• Chicago Scholars, founding member and former president
• Jewish Council for Youth Services, investment chair of the investment committee
• The Hebrew Immigrant Aid Society (HIAS), board member