Steven N. Mesirow
Senior Managing Director
Investment Advisory

Highland Park, IL
+1 847.681.2344

Areas of Focus: Investment Advisory and Portfolio Management

Profile:
  • 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 $400 million in assets for clients including high net worth individuals, business owners and charitable institution
  • Utilizes his numerous qualifications and many skills to analyze investment alternatives and incorporate them into our team's investment portfolios
  • Joined Mesirow Financial in 1993, and has more than 19 years of experience in the financial services industry
  • Certified Fund Specialist® (CFS®)
  • Certified Financial Planner™ (CFP®)
Accomplishments:
  • Named one of Chicago magazine's "2012 Five Star Wealth Managers" as selected through an independent survey to identify Chicagoland wealth managers who scored the highest in overall client satisfaction.
  • Featured in Worth magazine's "Leading Wealth & Legal Advisors Program" – a vetted venue for top wealth and legal advisors.
Education:
  • B.A., University of Michigan
  • M.A., University of Maryland
  • M.A.T., American University
Affiliations:
  • Northbrook, IL Dist 30 P.T.O Representative
  • Youth Sports, coach
  • Northbrook 4th of July Allergy-Friendly Pancake Breakfast, creator and organizer