Chicago, IL
+1 312.595.6323

Areas of Focus: Investment Advisory

• Creates and implements asset allocation and investment strategies for affluent individuals, business owners, families, corporations and institutions
• Prior to joining Mesirow Financial, worked for UBS providing investment management advice and services to affluent families and high net worth individuals
• Joined Mesirow Financial in 2009; maintains more than 12 years of experience in the financial services industry
• Holds Series 7 and Series 63 licenses

• B.A., Illinois Wesleyan University

• Food Allergy Initiative (FAI), Chicago, co-chair and co-founder
• The University of Chicago Laboratory Schools, Development Committee
• Illinois Wesleyan University, Chicago Alumni Board
• Illinois Wesleyan University, Advancement Committee