Brian Lorber is a Senior Managing Director in Mesirow Wealth Management. He creates customized financial plans that integrate income tax, estate, charitable and investment planning for affluent individuals, corporations and institutions. Brian serves as a member of the Wealth Management Investment Committee.
Brian joined Mesirow in 2010 and has 13 years of experience in the investment industry, specializing in portfolio design and planning. He and his team have spent decades building strong relationships with their clients and now proudly serve three generations of some families.
Brian is on the Board of Directors of The Lynn Sage Breast Cancer Foundation.
Brian earned a Bachelor of Science in Accountancy and a Master’s Degree in Accountancy from the University of Illinois. Brian has successfully passed the Certified Public Accountant (CPA) exam and holds an Illinois insurance license in health, life, and variable annuities. Brian is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.