Norman D. Schlismann
Senior Managing Director/Chicago and Oakbrook Branch Manager
Investment Advisory, Investment Brokerage and Retirement Plan Advisory

Chicago, IL
+1 312.595.6350

Area of Focus: Investment Advisory and Qualified Retirement Plan Consulting

Profile:
  • Responsible for managing the firm's Chicago and Oakbrook Terrace Investment Advisory and Retirement Plan offices with assets exceeding $8.5 billion
  • More than 30 years of experience in the investment industry working with affluent individuals, families and small business owners to design and implement asset allocation investment programs to suit their short- and long-term goals
  • Specializes in asset allocation and the selection of professional money managers and mutual funds
  • Assists corporate clients that sponsor qualified retirement plan services to develop and maintain their fiduciary process
  • Joined Mesirow Financial in 2001, and is a member of the firm's Select Managers Advisory Committee
  • Accredited Investment Fiduciary® designee (AIF®)
Education:
  • B.S., University of Illinois at Chicago
Affiliations:
  • Children's Memorial Hospital Corporate Champions Board, former member
  • Lewis University M.B.A. Advisory Board, former member