| Charles B. Lawless Managing Director, Investment Advisory |
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| 350 N. Clark St., Chicago, IL 60654 | 312.595.6177 | |
Areas of Focus: Investment Advisory and Financial Planning
Profile:
- Manages more than $100 million in assets for individuals and businesses
- Specializes in developing investment strategies that represent the short- and long-term needs of his clients
- Works with numerous business owners as an advisor to their qualified retirement programs
- Provides broad-based financial planning services, including cash flow forecasting for retirement and college planning, life insurance planning, and tax and estate planning issues
- Joined Mesirow Financial in 1996 and maintains more than 10 years of experience in the financial services industry
- Accredited Investment Fiduciary® designee (AIF®)
- B.S., The Citadel, Military College of South Carolina
- Steven B. Tips Memorial Foundation, chairman of corporate sponsorship
- Boy Scouts of America, active member
- International Business Brokers Association, member
- Midwest Business Brokers Association, member
- New Trier Tyro Society Scholarship Program, co-founder
