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.
Empowering top advisors to elevate client outcomes
At Mesirow Wealth Management, advisors join a culture that values independence and individuality.
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From our Chicago headquarters and offices nationwide, we offer an open-architecture platform, teams of experts, and a dynamic suite of tools that empower advisors to build their practices while strengthening client relationships.
Forbes recognizes Jennifer Rosenblum
Mesirow Wealth Advisor Jennifer Rosenblum, CFA, has been named to the 2026 Forbes Top Women Wealth Advisors Best-in-State list, which recognizes best practices and a high-quality client experience.
Mesirow arranges $40M private placement for Denver Summit FC
One of the first bond financings completed by a womenâs professional sports franchise.
Mesirow named a Best Places to Work in Money Management
Mesirow recognized for the seventh time by Pensions & Investments, the global news source of money management and institutional investing.
Gary Pattengale on WGN Radio 720
Be prepared this year and bring your CPA the full âtax story." In this WGN appearance, Mesirow Wealth Advisor Gary Pattengale discusses a practical checklist for tax season.
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 dayâgrowth, entrepreneurship, collaboration and inclusionâas we serve clients over time.
years of market experience1
in total assets under supervision1
consecutive years as a Barronâs 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.
Currency
Currency
Carry trades: The hidden force behind global market risk
Discover how one of financeâs most enduring strategies quietly drives global capital flows and why its sudden reversals can reshape markets and impact portfolios.
Aerospace & Defense
Aerospace & Defense
October 2025Â Market Update: Aerospace & Defense
The aerospace and space technology sectors are seeing a resurgence in traditional IPO activity in 2025. Learn more about what this means for the market.
Food, Beverage and Agribusiness
Food, Beverage and Agribusiness
December 2025 Market Update: Food, Beverage & Agribusiness
December capped a transitional year for middle market Food, Beverage & Agribusiness M&A, as improving market signals point to renewed transaction momentum in 2026.
Financial planning
Financial planning
Mesirow Monday: Financial hiccups that could emerge in 2026
On WGNâs âYour Money Mattersâ with Jon Hansen, Mesirow Wealth Management Managing Director and Director of Research Sumit Desai, CFA, discussed the economic outlook for 2026, the evolving investment landscape and the importance of diversification in todayâs market.
Tax strategies
Feature four
Navigating tax and policy shifts: Mesirow's "One Big Beautiful Bill" webinar
In a recent webinar, representatives from Mesirow Wealth Management explored how the new federal law may impact your financial plan. Watch the webinar using this password rPN.5Kefy.
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.
âI joined Mesirow because it has been a place of continuous growth for me.â
âAt Mesirow, I'm passionate about being a diligent learner and adding value every day.â
âWhat drives me in my work is our clients' satisfaction. There is something truly heartwarming about being an integral part of helping someone meet, achieve and exceed lifetime financial goals they have set for themselves.â
âI joined Mesirow because of its strong reputation, boutique feel and collegial work environment.â
Spark
A quarterly email that brings together insights from across the entire Mesirow organization, with perspectives on markets, sectors and investing in what matters.