Highland Park, IL
+1 847.681.2345

Areas of Focus: Investment Advisory and Portfolio Management

• Provides investment advice and financial planning strategies to help clients accumulate, manage and preserve wealth
• Member of The Mesirow/Korengold Advisory Group, which advises 175 client relationships and manages more than $300 million in assets for clients including high net worth individuals, business owners and charitable institutions
• Incorporates his experience as the firm's former equity research coordinator to formulate specific client investment programs and strategies
• Joined Mesirow Financial in 1987, and has more than 25 years of experience in the financial services industry

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

• B.S., Miami University, Oxford, Ohio

• Illinois Holocaust Museum and Education Center, executive committee member and docent tour guide
• Highland Park Chamber of Commerce, member
• Business and Economic Development Commission for the City of Highland Park, former member and chairman
• Jewish United Fund, member of the financial services division
• Camp Kawaga for Boys in Minocqua, Wisconsin, co-founder of the alumni association and former assistant direct