Brian Lorber
Investment Manager
Investment Advisory

Chicago, IL
+1 312.595.6217

Areas of Focus: Investment Advisory and Portfolio Management

Profile:
  • Member of The Cohen/Scher Advisory Group
  • Develops customized investment strategies for individuals, families and corporations
  • Specializes in strategic asset allocation and risk analysis
  • Designs investment portfolios and provides participant education for various types of corporate and small business retirement plans
  • Previously, an associate with PriceWaterhouseCoopers LLP
  • Joined Mesirow Financial in 2010
  • Successfully completed the CPA exam
  • Holds Series 7 and 66 FINRA licenses, as well as an Illinois insurance license for life and health
  • Accredited Investment Fiduciary® designee (AIF®)
Education:
  • B.S., University of Illinois
  • M.A.S., University of Illinois