Charles B. Lawless
Managing Director
Investment Advisory, Retirement Plan Advisory

Chicago, IL
+1 312.595.6177

Areas of Focus: Investment Advisory and Financial Planning

Profile:
  • Head of The Lawless Advisory Group, which manages $175 million in assets for individuals and businesses
  • Specializes in developing investment strategies that represent the short- and long-term needs of his clients
  • Provides broad-based financial planning services, including cash flow forecasting for retirement and college planning, life insurance planning, and tax and estate planning issues
  • Works with numerous business owners as an advisor to their qualified retirement programs
  • Joined Mesirow Financial in 1996 and maintains more than 15 years of experience in the financial services industry
  • Accredited Investment Fiduciary® designee (AIF®)
Accomplishments:
  • Nominated for New Trier Township High School 2010 Alumni Achievement Award given to select graduates each year whose lives and careers are spent upholding the New Trier values of inquiry, compassion and service.
  • Author of The Tyro Dossier – Beginning Principles for Young Asset Managers to Engage Success at Work and Beyond
  • Named one of Chicago Magazine's "2010 Five Star Wealth Managers" as selected through an independent survey to identify Chicagoland wealth managers who scored the highest in overall client satisfaction.
  • Recipient of the firm's 2009 Norman Award for Collaboration; named after the firm's founder, Norman Mesirow, the award recognizes outstanding employees for their achievements and contributions in categories the firm has identified as critical to the firm's client relationships and culture
Education:
  • B.S., The Citadel, Military College of South Carolina
Affiliations:
  • New Trier Tyro Society Scholarship Program, founder
  • Chicago/Midwest Citadel Alumni Club, vice president
  • Advisory Committee for the Center for Financial Services Education at The Citadel, member
  • Chicago Engineers Foundation Investment Committee, member
  • Boy Scouts of America, Eagle Scout and active member
  • International Business Brokers Association, member
  • Steven B. Tips Memorial Foundation, former chairman of corporate sponsorship