Gregg M. Lunceford, MBA, Ph.D., CFP®

Senior Vice President, Wealth Advisor

Wealth Management

312.595.6611
glunceford@mesirowfinancial.com

Gregg Lunceford is a senior vice president in Mesirow’s Wealth Management group. He works with individuals, families, organizations, athletes, and business owners to help them create comprehensive financial planning strategies designed to accumulate, grow, protect, and distribute their wealth.

Gregg has over 25 years of experience in the financial services industry. Prior to joining Mesirow in July 2017, he served as a wealth advisor for BMO Private Bank, which is a part of BMO Financial Group, from 2008 - 2014; and as a vice president in the private client group at The Northern Trust Company from 2001 - 2008. Gregg began his career in financial services in Corporate and Investment Banking. He was an Associate at BMO Capital Markets, which is a part of BMO Financial Group from 1994 -1997 and promoted to Director in 1997. Prior to joining BMO he was formally credit-trained at J.P. Morgan Chase.

Gregg is actively involved with a number of organizations. He is a member of the investment committee for the American Heart Association and on the board of directors for the Juvenile Protective Association. He also serves as an advisory board member for the Nathan Manilow Sculpture Park as well as the School of Business Administration at Governors State University. Gregg is a former president of the Flossmoor, IL Board of Education which is a publicly elected position.

Gregg earned a BBA from Loyola University, an MBA from Washington University in St. Louis, and a Ph.D. in Management from Case Western Reserve University in Cleveland, OH where he conducted research on retirement. He is a Certified Financial Planner™ professional and holds a Certificate in Financial Planning Studies from Northwestern University. Gregg holds an insurance license as well as FINRA licenses, and is an NFLPA Registered Player Financial Advisor.

 

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