Highland Park, IL
+1 847.681.2344

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 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^®)

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

• B.A., University of Michigan
• M.A., University of Maryland
• M.A.T., American University

• Northbrook, IL Dist 30 P.T.O Representative
• Youth Sports, coach
• Northbrook 4th of July Allergy-Friendly Pancake Breakfast, creator and organizer