Steven N. Mesirow

CFP®

Senior Managing Director, Wealth Advisor

Wealth Management

Steven Mesirow is a Senior Managing Director in Mesirow Wealth Management. He provides investment advice and financial planning strategies to individuals, business owners and charitable organizations that are designed to help accumulate, manage and preserve wealth.

Steven joined the firm in 1993 and has more than 30 years of financial services experience. He has been recognized by Forbes | SHOOK as a Best-in-State Wealth Advisor in 2025 and 2026.

Steven serves on the Jewish United Fund Health and Human Services subcommittee.

Steven earned a Bachelor of Arts degree in History/Political Science from the University of Michigan, a Master of Arts in History from the University of Maryland and a Masters in teaching from the American University. Steve is a CERTIFIED FINANCIAL PLANNER® professional.

Key awards & recognition

2026 ForbesSHOOK Best-in-State Wealth Advisors

2025 ForbesSHOOK Best-in-State Wealth Advisors