Meet your Mesirow Wealth Management team
We serve our clients through a personal, individualized approach to reaching financial goals, helping build comprehensive wealth plans and guiding important financial decisions through changing markets.
Featured content
Influential Entrepreneur podcast
We’re celebrating Jeff for his latest podcast feature — sharing how clear goals, consistent communication and disciplined planning help clients make confident decisions through every market cycle. If you or someone you know is thinking about college funding, retirement readiness or simply “where to start,” Jeff’s guidance is worth a listen.
The Aligned Money Show
Instead of focusing only on markets or headlines, Jeff recently discussed something even more important: how financial decisions can directly impact your sense of calm, security and long‑term confidence.
On his latest podcast appearance, The Aligned Money Show. Jeff shared simple frameworks for tackling big priorities — from preparing for college costs to mapping out retirement — in ways that feel manageable rather than overwhelming.
2024 Best-In-State Award
Jeff was recently named to the 2024 Best-in-State Top Next-Gen Wealth Advisors ranking by Forbes! According to Forbes.com, “We believe our Top Next-Gen Wealth Advisor rankings are an early peek of our future Top Wealth Advisor rankings… They’re seasoned, have lived through market cycles, and their deep relations with families — often representing three or more generations — position them among the best wealth management has ever seen… Most importantly, the very best advisors are laser focused on having a positive impact on their clients' lives. They want to add meaning, help them live better lives.” To see Jeff’s profile visit here.
Values in action
Northwest Suburban Estate Planning Council
Mesirow was represented by Andrew Mutlu at the latest Northwest Suburban Estate Planning Council meeting. The council is made up of financial professionals who practice estate planning. Andrew provided a presentation to the attendees regarding topics pertaining to estate planning.
Learn moreMusic Matters benefit
This past May, the Ravinia Associates Board hosted the “Music Matters” benefit to raise funds for, Reach Teach Play, an organization that promotes music education in the area. As a member of the board, Jeff Condren was on stage in front of 500+ attendees to provide the introductions of the speakers. Over $550,000 was raised this year, the most in the Board’s history!
Read moreMagic of Music golf outing
Bill and Jeff recently attended the Magic of Music golf outing. The event was in support of the Ravinia board of trustees who were raising money for Reach Teach Play. Along with wealth advisor attendees Mesirow was also represented by Richard Price, Executive Chairman of Mesirow, and his wife who sponsored the 10th hole.
Read moreRavinia Associates Board
Jeff was recently interviewed about his work on the Ravinia Associates Board, where he has served since 2015 and recently appointed as Board Chair. Jeff shared how Ravinia has become a central part of his family’s lives and how its work is impacting the community.
Corporate Cup Challenge
We recently participated in the Lurie Children's Corporate Cup as part of our continued commitment to the community. Team member Andrew Mutlu (first row, bottom right on the end) represented our team as a part of the Mesirow team that raised funds to support patients at Lurie Children's Hospital.
Community commitment
As part of Mesirow's commitment to our community, we recently helped with some painting at Lambs Farm. Lambs Farm's mission is helping people with developmental disabilities lead productive, happy lives and connecting with the human spirit in us all. Photo: Bill is shown on the left and Jeff is on the right. Mesirow is not affiliated with this organization.
Additional team commitments
Bill serves as the co-President of the Northwest Suburban Estate Planning Council, a professional association of estate-planning experts that fosters member development, networking, and public awareness of high-quality, ethical estate-planning services. He also remains active in the Northwest Chapter of Habitat for Humanity.
Andrew is on the Associates board of the Economic Awareness Council, a nonprofit organization whose mission is to prepare students and families for the economic and financial decisions they will make, both today and tomorrow.
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