Matthew J. Miller
Managing Director
Investment Advisory, Retirement Plan Advisory

Oakbrook Terrace, IL
+1 630.705.2047

Areas of Focus: Investment Advisory, Portfolio Management and Retirement Plan Advisory

Profile:
  • Specializes in developing customized investment and risk management strategies, including retirement and life insurance planning for affluent families, individuals and business owners
  • Acts as a consultant to qualified retirement plan middle-market corporations to assist clients in establishing and managing their fiduciary obligations
  • Manages and consults on more than $200 million in assets for individuals and corporate retirement programs
  • Joined Mesirow Financial in 2001 and maintains more than 30 years of experience in the investment industry
  • Member of Mesirow Financial's Managed Money and Mutual Fund Advisory Board
  • Mesirow Financial shareholder
  • Holds a Certified Investment Management Analyst (CIMA®) designation from the Wharton School of the University of Pennsylvania
  • Accredited Investment Fiduciary® designee (AIF®)
Accomplishments: Education:
  • B.S., John Carroll University in Ohio
Affiliations:
  • Misericordia
  • Old St. Pat's Church
  • Oak Park Country Club, previous president and board member
  • Investment Management Consultant Associate (IMCA)
  • Oak Brook Chamber of Commerce, board member