Wealth Advisors

Mesirow Wealth Advisors is committed to helping our clients manage the financial decisions that support their most important life decisions…every step of the way.

 

Lake County Partners | The Big Event

Mesirow Financial was proud to both sponsor and present at the annual Lake County Partners’ Big Event on Friday, May 17. The Big Event is Lake County’s single largest gathering of business and civic leaders focused on building on the innovation and growth of the last 20 years to fuel continued success. More than 560 Lake County business leaders – both from the private and public sectors – attended the event, the highest attendance in the event’s history.

Richard Korengold, Chairman of the Board of Governors for the Lake County Partners, kicked off the event and introduced Melissa Bean, President and CEO for Mesirow Wealth Advisors, who provided an Economic Outlook highlighting important economic trends to monitor when making long-term investment decisions.

Economic Update

Unique Clients Mean Unique Solutions

Every individual and family client is unique. They know what they're pursuing in life and what they need from their financial resources to achieve their goals and ambitions. Since 1937, we've had the great privilege and responsibility to be their lead wealth advisor. This is a role we are well suited for and one we take very seriously. In fact, we measure our client relationships in years and sometimes generations as we move in unison with our clients toward shared goals. 

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Client Solutions

Our clients use us as their lead wealth advisor and investment manager because we understand that each client's situation is different.

Meet Our Team

The reason our clients work with us for years and in some cases, decades, is our people. Our wealth advisors have joined and stayed at our firm to do “meaningful work” for others.

Meet Our Clients

We serve a diverse group of clients, each with unique ambitions and needs. We’re sure you’ll find yourself in this list of clients we’ve helped.

Your Information Center

Our clients value our thought leadership when managing their financial plan. We’re sure you will find some helpful information in these articles written by our advisors on a variety of financial topics. 

Doing Meaningful Work for Others

The reason our clients work with us for years and in some cases, decades, is our people. Simply stated, our wealth advisors have joined and stayed at our firm to do “meaningful work” for others.

Our average tenure for our Mesirow Wealth Advisors is 20 years. To hear from a few of them in their own words, please watch this short video. 

Crain's Chicago Business Recognizes Mesirow Leaders

Mesirow is proud to announce both Kathy Vorisek, CIO and head of Equity Management, and Jennifer Rosenblum, Senior Managing Director, Wealth Advisors, have been listed on Crain’s Chicago Business Notable Women Executives over 50.

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News and Events

Connections, June 2019

Highlights include articles on planning a wedding, sending your child off to college and discussing money with your children.

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1Q 2019 Market Observations

Read timely articles from the industry thought leaders on a variety of investment and market-related financial topics.

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1Q 2019 Market Summary

Gain timely and valuable insights into recent performance in various financial markets, including equity, fixed income and commodities markets.

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Wealth advisory services offered by Mesirow Financial Investment Management, Inc., an SEC-Registered Investment Advisor. Securities offered through Mesirow Financial, Inc., member FINRA, SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2A of the Form ADV. Mesirow Financial refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow Financial name and logo are registered service marks of Mesirow Financial Holdings, Inc., © 2019, Mesirow Financial Holdings, Inc. All rights reserved.