Steven M. Perlman
Senior Vice President, Investment Advisory
350 N. Clark St., Chicago, IL 60654  |  312.595.6687  | 

Areas of Focus: Investment Advisory and Portfolio Management

Profile:

  • Delivers asset allocation and investment strategies for affluent individuals, corporations and institutions
  • Works with clients to develop customized investment portfolios that respond to short- and long-term goals
  • Maintains more than 15 years of experience in the financial services industry
  • Joined Mesirow Financial in 1993
  • Accredited Investment Fiduciary® designee (AIF®)
Education:
  • B.S., Indiana University School of Public and Environmental Affairs
Affiliations:
  • Chicago Cares Volunteer Program
  • America's Pro-Israel Lobby (AIPAC)