We invest in
what matters
At Mesirow, we offer a personal, more custom approach to reaching financial goals. As an employee-owned, diversified financial services firm founded in 1937, we invest in what matters: our clients, communities and culture.
Mesirow announces Shawn Beber as Chief Executive Officer
Mesirow is pleased to welcome Shawn Beber as Chief ExecutiveOfficer. After an extensive search, Mesirow’s Board of Directors votedunanimously to appoint Beber to the role.
Shawn brings more than 25 years of financial servicesleadership experience and joins Mesirow after holding a succession of seniorleadership roles at CIBC, most recently as President and CEO of CIBC Bank USA.
Mark Nichol joins Mesirow Wealth Management
Mesirow Wealth Management is pleased to announce that Mark K. Nichol, CFP® has joined Mesirow as a Wealth Advisor, marking the continued expansion of our wealth management capabilities.
Mesirow named a 2026 Barron’s Top 100 RIA Firm
Mesirow’s ranking reflects our continued focus on delivering comprehensive wealth plans, expert investment selection and exceptional client-service.
Mesirow appoints Linda K. Myers to Board of Directors
Linda K. Myers has joined the Mesirow Board of Directors. Myers brings extensive leadership experience from her career in global law, public company boards and philanthropy.
Mesirow expands Asia-Pacific presence with new Tokyo office
Mesirow announces a significant milestone in our global growth strategy with the opening of a new office in Tokyo. We welcome Manabu Ogi as Managing Director and Head of Japan and Katsuya Fukushima as Managing Director to the Capital Formation and Currency Solutions team.
Employee owned. Client focused.
Headquartered in Chicago with offices worldwide, we deliver expertise across Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services. Recognized as a top workplace, we bring our values to life each day—growth, entrepreneurship, collaboration and inclusion—as we serve clients over time.
years of market experience1
in total assets under supervision1
consecutive years as a Barron’s Top 100 RIA Firm
years recognized as a Best Place to Work2
Insights 360
Each quarter, Insights 360 delivers expert views from across Mesirow, all exploring what's top of mind for institutional and individual investors now.
Moving beyond best execution
Why FX execution quality has become one of institutional investing's premier competitive battlegrounds
August 2026 Market Update: Aerospace & Defense
August delivered a clean split between the sector and the broader tape.
August 2026 Market Update: Food, Beverage and Agribusiness
August M&A was characterized by a bifurcated transaction mix.
Higher bond yields: Opportunities and tradeoffs
As times change, it is important that investors position their portfolios for the future, not the past.
WGN Mesirow Monday: 5 tax moves to make before December 31st
Year-end tax planning is about more than getting through a last-minute checklist.
The “Third Age”: A life bonus for retirement
Understanding the concept of the "Third Age" can help broaden the way we think about retirement.
Diverse, differentiated capabilities
We work side-by-side with clients, creating solutions designed to help them prosper over time.
Capital Markets
Access capabilities across the capital markets.
Currency
Partner with our leading independent currency specialists and access currency risk management (active and passive hedging), currency for return and outsourced trading solutions.
Executive Benefit Services
Capitalize on an executive nonqualified deferred compensation plan that helps attract, retain and reward top executives through tax advantages, strong return potential and income opportunities.
Fiduciary Solutions
Designed for the retirement and health savings marketplaces, our institutional investment solutions seek to alleviate fiduciary risk and provide direction for plan sponsors, financial advisors, recordkeepers and administrators, trust companies and insurers.
Investment Banking
Entrepreneurs, private equity firms, family offices and larger corporations rely on our expertise in M&A advisory, corporate finance and capital markets services.
Private Capital
Capitalize on high-growth opportunities across private capital markets.
Wealth Management
Gain a personal, comprehensive wealth plan that benefits from expert investment advice, evolves over time and connects you to what matters today and across generations.
Inclusion
We know that our value, and ability to serve clients, is strengthened by the dynamic evolution of a workplace that champions inclusion for all.
Engagement
Through deep civic engagement in Chicago and the global communities where our clients live and work, we spark positive change.
Sustainability
Sustainability is integral to our culture, from where we work to how we operate as a Principle for Responsible Investing (PRI) signatory.
Voices
Our professionals share why they joined, what drives them and what everyday life at Mesirow is like.
“One thing that has surprised me about my career at Mesirow is how I have been able to meet and make connections with people in all different sectors of Mesirow.”
“At Mesirow, I'm passionate about being a diligent learner and adding value every day.”
"What drives me in my work is helping to create a portfolio of the top private equity managers that generate strong risk-adjusted returns for our investors."
“I joined Mesirow because of its strong reputation, boutique feel and collegial work environment.”
Spark
A quarterly email that brings together insights from across the entire Mesirow organization, with perspectives on markets, sectors and investing in what matters.
As of 9.30.26 unless otherwise noted. | 1. “Assets under supervision” includes regulatory assets under management; assets under advisement; and non-securities currency assets under management. For these purposes: (1) regulatory assets under management (“RAUM”) is calculated in accordance with Instruction 5A of Form ADV and includes all assets of securities portfolios (both discretionary and non-discretionary). (2) Some assets under advisement (“AUA”) are on a 45-to-90-daylag due to time needed to confirm away assets. (3) Currency assets undermanagement includes AUM associated with (i) active and passive currency risk management products $249.45 billion, (ii) non-fx overlay strategies such as equitization and beta overlays $1.14 billion, and (iii) alpha strategies $1.84 billion. In all such cases, AUM is calculated based on notional value of currency investments. Additionally, AUM for alpha strategies is adjusted because clients can select a volatility target (generally between 2% and 12% annualized), which is normalized to 2% in order to create a consistent depiction of alpha strategy AUM. This results in a “scaled” AUM, which is higher than the actual aggregate notional value of all alpha strategy portfolios if clients have selected a volatility target higher than 2%. As of 9.30.2026, the “unscaled” AUM for alpha strategies was $431.31 million.| 2. 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.