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**

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Meet Mesirow

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

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

DISCOVER

Voices

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David Moore

“What 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.”

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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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Anthony Deras

“I am driven by the prospect of learning about different investment styles and understanding the drivers of each asset classes’ returns.”

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Rita Latnhotha

“My typical day is varied and fast paced as I act as liaison between plan sponsors, recordkeepers and fund managers.”

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* As of 9.30.22 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-day lag due to time needed to confirm away assets. (3) currency assets under management includes AUM associated with (i) active and passive currency risk management products $114.06 billion, (ii) non-fx overlay strategies such as equitization and beta overlays $658.56 million, and (iii) alpha strategies $33,491,356. 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 9.30.22, the “unscaled” AUM for alpha strategies was $6,032,254.

**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.