Stephanie Feldman is a Managing Director and Wealth Advisor in Mesirow Wealth Management. She provides comprehensive financial planning and investment advisory services to individuals, families, closely held businesses, not-for-profit entities and foundations to develop to execute comprehensive wealth management strategies.
Stephanie has 25 years of industry experience. Prior to joining Mesirow in 2013, she was a Vice President and Senior Trust Officer at US Trust and a Relationship Manager at Northern Trust. Stephanie was awarded the 2017 Norman Award, recognizing outstanding employees for their achievements and contributions in categories that have been identified as critical to the firm’s relationships and culture.
Stephanie is a member of the Chicago Estate Planning Council (CEPC) and serves on the CEPC Fundamentals committee.
Stephanie earned a Bachelor of Science in Consumer Science from the University of Wisconsin at Madison. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Trust and Financial Advisor (CTFA).