Sumit L. Desai, CFA

Vice President, Director of Research

Wealth Advisors

312.595.8201

Sumit Desai is a vice president and director of research in Mesirow Financial’s Wealth Advisors group. He serves on the Wealth Advisors Investment Committee and is responsible for due diligence and ongoing monitoring of equity, fixed income, and global allocation funds for implementation into client portfolios.  

Sumit has 16 years of investment industry experience. Prior to joining Mesirow Financial in February 2017, he spent 12 years at Morningstar, Inc., where he held senior analyst positions in the firm’s mutual fund and equity research groups. His investment views have been regularly quoted in the Wall Street Journal, CNBC, Bloomberg, and the Chicago Tribune, among other media outlets and publications.

Born and raised in the Chicagoland-area, Sumit earned a BA in Finance and Economics from the University of Illinois at Urbana-Champaign. He is a Chartered Financial Analyst® and a member of the CFA Society Chicago. 

 

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