Kevin Kaiser
Vice President
Investment Advisory, Retirement Plan Advisory

Chicago, IL
+1 312.595.8308

Areas of Focus: Qualified Retirement Plan Consulting and Investment Advisory

Profile:
  • Has been a member of the securities industry since 1995
  • Performs quantitative and qualitative fund performance analysis and plan evaluation
  • Assists clients in establishing and maintaining their fiduciary process
  • Designs and implements strategies to improve the plan participants' utilization, participation and retirement plan experience
  • Joined Mesirow Financial in 2000, and is a member of the firm's Managed Money Advisory Board and the Mutual Fund Committee
  • Mesirow Financial shareholder
  • Certified Investment Management Analyst (CIMA®)
  • Accredited Investment Fiduciary (AIF®)
  • Chartered Retirement Plan Specialist (CRPS®)
Education:
  • B.A., Lewis University
  • M.B.A., Lewis University
Affiliations:
  • Investment Management Consultants Association, member