Chris Pohlman is a senior managing director and relationship manager in Mesirow Financial’s Retirement Planning and Advisory group. He helps qualified retirement plan sponsors develop creative solutions that help drive positive outcomes for organizations and their employees. He focuses on establishing defined plan management strategies and workflow processes for employers, as well as manages high-level vendor relationships. He also partners with high net worth individuals, business owners and not-for-profit entities to create comprehensive wealth management strategies.
Chris began his career at Mesirow Financial in 1999 and has more than 20 years of financial services expertise. He maintains a senior leadership position in the firm’s Retirement Planning and Advisory group, which encompasses more than 300 client relationships and oversees over $4.0 billion in assets under advisement and management. He is also a member of the group’s investment committee, which is responsible for establishing the asset allocation guidelines for the group’s model investment portfolios, as well as performing due diligence functions on the external money managers.
Chris serves on the board of directors for Choose DuPage, an economic development organization for DuPage County, Illinois. He has been involved in numerous not-for-profit boards. Chris recently received the “Rising Star” award from Benedictine University, in Lisle, Illinois, for career leadership and innovation dedicated to philanthropy.
Chris earned his BA from Benedictine University. He holds the Chartered Retirement Plans Specialist (CRPS) and Accredited Investment Fiduciary (AIF) designations.
Chris was also the founder and lead guitarist of the Mesirow Financial corporate band, Cassius King, which was a finalist in the 2013 and 2014 Fortune Battle of the Corporate Bands at Cleveland’s Rock & Roll Hall of Fame.