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Robert T. Weil Senior Vice President, Investment Advisory |
| 350 N. Clark St., Chicago, IL 60654 | 312.595.6479 | | |
Area of Focus: Portfolio Management and Investment Advisory
Profile:
- Specializes in managing investment portfolios for individuals, families and businesses
- Provides broad-based investment management services as well as cash flow forecasting for retirement, tax, estate and college saving issues
- Joined Mesirow Financial in 1991 and has more than 20 years of investment expertise
- Member of Mesirow Financial's Managed Money Advisory Board
- Accredited Investment Fiduciary® (AIF®)
- Accredited Wealth Management Advisor® (AWMA®)
- Chartered Retirement Plan Counselor® (CRPC®)
- Mesirow Financial shareholder
- B.S., Florida International University
- The Jesse White Foundation, Tumbling Team and Scholars Program, director
- American Liver Foundation, volunteer
- Chicago Public Schools, volunteer
- Jewish United Fund Financial Services Trades Division, member
- Pi Kappa Alpha Fraternity Educational Foundation, member
- Chicago Youth Success Foundation, past president of associates board
- Jewish Council for Youth Services, past president
- Bryn Mawr Country Club, member
