Karl J. Frey, CFA
Senior Managing Director, Advanced Strategies
321 N Clark St., Chicago, IL 60654  |  312.595.6459  | 

Area of Focus: Advanced Strategies

Profile:

  • Responsible for marketing and relationship management efforts
  • Assists with client service and product development
  • Prior to joining Mesirow Financial, had senior marketing and business development responsibilities within the capital markets group of ABN AMRO Incorporated
  • Certified Public Accountant (CPA)
  • CFA Charterholder
Education:
  • B.A., The Ohio State University
  • M.B.A., University of California, Los Angeles Anderson School of Management
Affiliations:
  • CFA Institute (CFAI), member
  • Investment Analysts Society of Chicago, member