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Differentiated, diverse capabilities

Customized to your needs
by specialist teams

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Key insights to maximizing Healthcare sector exposure

Usage of GLP-1 obesity drugs are at an all time high, and investing in the healthcare companies poised to benefit from this expanding market is a key priority for our team.

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Spark Mesirow

Spark

Mesirow is pleased to share the 3Q2024 edition of Spark. Each quarter, we share insights from across Mesirow that are driving the interconnected success of our clients, communities and our culture.

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Mesirow named a Top 100 RIA by Barron’s

Mesirow again named a Top 100 RIA by Barron’s

We are pleased to announce that the firm has been named to Barron’s Top 100 RIA Firms list for the fourth consecutive year, advancing to a ranking of #41 from #48 in 2023.

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We invest in what matters

At Mesirow, we offer a personal, more custom approach to reaching financial goals and serving as a force for social good. We invest in what matters: our clients, communities and culture.

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Craig Price joins Mesirow Wealth Management

CRAIG PRICE JOINS MESIROW WEALTH MANAGEMENT

With the acquisition of Price Wealth Management in Stuart, FL, clients and prospects of Mesirow Wealth Management will benefit from proximity to an experienced Wealth Advisor who offers firsthand understanding of planning considerations specific to the Florida region and comprehensive financial planning.

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Jennifer on WGN 110524

Jennifer Gartenberg featured on WGN Radio 720

Jennifer Gartenberg shared 7 year end planning tips including maximizing annual gifting, Roth IRA conversions, tax loss harvesting and more in her November appearance.

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85

Years of
market experience*

Meet leadership

100%

Voting shares
held by employees*

Culture In Action

100

Top score on
Corporate Equality Index**

Diversity, equity & inclusion

5

Consecutive years
as a Best Place to Work**

Join us
 

Meet Mesirow

And discover what drives our firm as we customize financial products and services to individual client needs—and invest in what matters

What we do

All capabilities

GLOBAL INVESTING

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WE MANAGE

global alternative and traditional strategies, guiding investors towards specific financial objectives

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CAPITAL MARKETS

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WE TRANSACT

across the Capital Markets and advise the middle market through Investment Banking advisory services

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RETIREMENT SERVICES

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WE DELIVER

retirement services and plan level fiduciary solutions to plan providers, sponsors, advisors and participants

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WEALTH MANAGEMENT

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WE BUILD

comprehensive wealth plans, connecting individuals and families to what matters today and across generations

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Responsibility

All Responsibility
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Colorful abstract playground Community Engagement
Rainbow of interwoven yarn Diversity, equity & Inclusion

Voices

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Headshot of Gregg Lunceford

Gregg Lunceford, Ph.D, CFP®

I joined Mesirow as a Wealth Advisor so that I could build my practice in an environment where I can have freedom to grow and “think outside the box.”

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Kristina Pierce, CFA

“I joined Mesirow because of its strong reputation, boutique feel and collegial work environment.”

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Carl Davis

“I’m driven to help my internal stakeholders identify the best talent possible for every role, across every business line.”

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María Contreras

“What drives me in my work is the ability to align my passions and lived experiences to further drive business impact. As a digital marketing strategist, I have the unique opportunity to amplify our story.”

Profile

* As of 12.31.2022

**Rankings and/or recognition by unaffiliated rating services and/or publications are not indicative of a firm’s future performance nor do they evaluate the quality of services provided to clients nor should they be construed as a current or past endorsement of Mesirow by any of its clients. Please see this page for important information.