Headshot of Gregg Lunceford

Gregg Lunceford, Ph.D, CFP®

Managing Director, Wealth Advisor | Wealth Management

Gregg Lunceford is a Managing Director in Mesirow Wealth Management. He works with individuals, families, organizations, athletes, and business owners to help them create comprehensive financial planning strategies designed to accumulate, grow, protect, and distribute their wealth.

Gregg has 30 years of experience in the financial services industry. Prior to joining Mesirow in 2017, he served as a Wealth Advisor for BMO Private Bank, which is a part of BMO Financial Group, from 2008–2014; and as a Vice President in the private client group at The Northern Trust Company from 2001–2008. Gregg began his career in financial services in Corporate and Investment Banking. He was an Associate at BMO Capital Markets, which is a part of BMO Financial Group from 1994–1997 and promoted to Director in 1997. Prior to joining BMO he was formally credit-trained at J.P. Morgan Chase.

Gregg is actively involved with several organizations. He is a member of the investment committee for the American Heart Association and on the board of directors for the Juvenile Protective Association. He also serves as an advisory board member for the Nathan Manilow Sculpture Park as well as the School of Business Administration at Governors State University. Gregg is a former president of the Flossmoor, IL Board of Education which is a publicly elected position. In 2021, Gregg was honored by Chicago United as one of its 50 Leaders of Color for 2021.

Gregg earned a Bachelor of Business Administration from Loyola University, a Master of Business Administration from Washington University in St. Louis, and a Doctor of Philosophy in Management from Case Western Reserve University in Cleveland, OH where he conducted research on retirement. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Certificate in Financial Planning Studies from Northwestern University. Gregg holds an insurance license as well as FINRA licenses and is an NFLPA Registered Player Financial Advisor.