Brian J. Shevitz
Senior Managing Director
Investment Advisory

Highland Park, IL
+1 847.681.2312

Areas of Focus: Wealth Management and Financial Planning

Profile:
  • Co-leader of The LaMarca/Shevitz Advisory Group, which manages personalized-portfolios for our clients that include high net-worth individuals, business owners and their businesses and not-for-profit entities
  • Guided by our Governing Principles, we act as fiduciaries to our clients providing investment advice, financial planning and asset protection strategies to help clients accumulate, manage and preserve wealth
  • Joined Mesirow Financial in 1995 and maintains more than 18 years of wealth management experience
  • Certified Financial Planner™ professional (CFP®)
Accomplishments:
  • Recently participated in WGN Radio Extension 720 panel interview with Milt Rosenberg on "Investing in Turbulent Times."
  • Frequently called upon by The Wall Street Journal to provide commentary on investing and trends in the marketplace
Education:
  • B.A., Lafayette College
Affiliations:
  • We believe in giving back to our communities and participate in many charitable and civic organizations