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Matthew J. Miller Managing Director, Investment Advisory |
| One Oakbrook Terrace, Ste. 500, Oakbrook Terrace, IL 60181 | 630.705.2047 | | |
Areas of Focus: Investment Advisory and Portfolio Management
Profile:
- Specializes in developing customized investment and risk management strategies, including retirement and life insurance planning for affluent families, individuals and business owners
- Acts as a consultant to qualified retirement plan middle-market corporations
- Manages and consults on more than $200 million in assets for individuals and corporate retirement programs
- Joined Mesirow Financial in 2001 and maintains more than 30 years of experience in the investment industry
- Member of Mesirow Financial's Managed Money and Mutual Fund Advisory Board
- Holds a Certified Investment Management Analyst (CIMA®) designation from the Wharton School of the University of Pennsylvania
- Accredited Investment Fiduciary® designee (AIF®)
- B.S., John Carroll University in Ohio
- Misericordia
- Old St. Pat's Church
- Oak Park Country Club, previous president and Board Member
- Investment Management Consultant Associate (IMCA)
- Executive Breakfast Club of Oakbrook, Past Board Member









