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. 

Headshot of Richard Korengold

Richard H. Korengold

Senior Managing Director, Wealth Advisor | Wealth Management

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Headshot of Steven Mesirow

Steven N. Mesirow, CFP®, CFS

Senior Managing Director, Wealth Advisor | Wealth Management

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Headshot of Jordan Gitlin

Jordan Gitlin

Wealth Advisor | Wealth Management

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Headshot of Ricardo Jones

Ricardo Jones

Senior Client Relationship Specialist | Wealth Management

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Headshot of Joseph Andre

Joseph Andre

Client Relationship Specialist | Wealth Management

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Highland Park Chamber of Commerce invites Steve Mesirow, CFP®, CFS™ to speak on charitable giving

Mosaic

You can watch the full recording of the webinar here.

View here

Impact Management

By investing in companies whose culture meets all three of our core principles, we expect to earn a substantial return while making the world a better place.

Do well by doing good

In 1937, Norman Mesirow founded a financial services firm on three core principles:

1 | Be good to your employees

2 | Treat your clients how you want to be treated

3 | Give back to your community

These principles align well with characteristics of sustainable investing, an investing methodology that had intrigued us as wealth managers but, in our view, was hampered by a limited methodology of negative screening to eliminate companies that “do bad things.” 

We decided to take a different approach, one focused on social impact investing that takes a broader, more affirmative perspective.

We invest in companies with positive cultures that enhance the lives of...

Employees

Clients

Communities

Mesirow does not provide legal or tax advice. Past performance is not indicative of future results. The views expressed above are as of the date given, may change as market or other conditions change, and may differ from views express by other Mesirow associates. This is not a solicitation to buy or sell the securities mentioned. Do not use this information as the sole basis for investment decisions, it is not intended as advice designed to meet the particular needs of an individual investor. Information herein has been obtained from sources which Mesirow believes to be reliable, we do not guarantee its accuracy and such information may be incomplete and/or condensed. All opinions and estimates included herein are subject to change without notice. This communication may contain privileged and/or confidential information. It is intended solely for the use of the addressee. If you are not the intended recipient, you are strictly prohibited from disclosing, copying, distributing or using any of the information. If you receive this communication in error, please contact the sender immediately and destroy the material in its entirety, whether electronic or hard copy. This material is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.

Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc. ©2022, Mesirow Financial Holdings, Inc. All rights reserved. Any opinions expressed are subject to change without notice. Past performance is not indicative of future results. Advisory Fees are described in Mesirow Financial Investment Management, Inc.’s Form ADV Part 2A. Advisory services offered through Mesirow Financial Investment Management, Inc. an SEC registered investment advisor. Securities offered by Mesirow Financial, Inc. member FINRA and SIPC.