Brian J. Shevitz Senior Managing Director, Investment Advisory
610 Central Ave., Ste. 200, Highland Park, IL 60035  |  847.681.2312  |

Areas of Focus: Investment Advisory and Portfolio Management

Profile:

• Provides investment advice and financial planning strategies to help clients accumulate, manage and preserve wealth
• Investment philosophy is predicated on the belief that long-term success in investing is achieved by finding discrepancies between the price of an investment and the underlying value of the investment
• Manages more than $300 million in assets for 140 clients including high net worth individuals, business owners and their businesses and not-for-profit entities
• Joined Mesirow Financial in 1995 and maintains more than 15 years of wealth management experience
• Certified Financial Planner™ (CFP^®)
• Holds NASD Series 7, Series 65 and Series 63 licenses

• B.A., Lafayette College