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.
Your financial journey, our commitment
- Mesirow is an employee-owned firm, and our advisor team members are significant and long-term shareholders.
- Our team is always available for clients and pride ourselves on our high-touch approach and responsiveness.
- We listen and empathize with our client’s situation.
- We create personal and highly customized financial plans to meet our clients needs and goals.
- Our team consists of experienced professionals ranging from 6 to 36 years in the wealth management business.
- Our team has two CERTIFIED FINANCIAL PLANNER® professionals and a Chartered Financial Analyst® designee.
Jennifer appointed to Mesirow Board of Directors
Please join us in congratulating Jennifer E. Rosenblum, CFA; Michael Annin, CFA; and Joseph P. Hoffman, CFA on their new roles as internal Directors. Their appointments reflect our commitment to sound governance and strategic direction; diverse, differentiated capabilities; and investing in what matters most — our clients, our communities, and our culture.
Jennifer Rosenblum recognized by Forbes
Jennifer was named to the 2025 Top Women Wealth Advisors Best-in-State ranking by Forbes! According to Forbes.com, Forbes’ Top advisor research “…creates rankings of role models – advisors who are leading the way in offering best practices and providing a high-quality experience for clients.”
Lurie Corporate Challenge
Noah and other Mesirow Wealth Management team members recently participated in the Lurie Corporate Challenge where they placed 1st in the Jenga Challenge.
Chase Corporate Cup
To support Lurie Children’s Hospital and the patients they treat, Noah Bloch who is on the top right row, participated in The Corporate Cup Challenge alongside other Mesirow employees.
Richard Mesirow day
Jennifer Rosenblum joined in on the fun in packing 450 "Boredom Buster Bags" that were distributed to youth through Highwood Public Library as a part of the third annual Richard Mesirow Day 2023.
Beyond budgeting webinar
Noah Bloch, along with fellow Mesirow Wealth Advisor Sophia Yudkowsky, hosted a “Beyond budgeting: Financial planning for young families” webinar for Mesirow employees who are interested in learning tips for saving and planning for the future through estate planning, insurance and budgeting. If you have any questions about planning for your future, reach out anytime.
Watch the webinarNavigating todays market
Noah recently shared his financial planning expertise with prospective homebuyers at the “In this economy?” event, hosted by Cross Street Reality. In his presentation, he covered the financial considerations of renting versus buying in the current market, along with other key questions and concerns facing first-time homebuyers. If you or anyone you know has questions about navigating today’s housing market, don’t hesitate to reach out to Noah for guidance.
Family planning event 2024
Noah Bloch, along with fellow Mesirow Advisor Sophia Yudkowsky, hosted a “Beyond budgeting: Financial planning for young families” event in March. The two educated young couples on financial planning for their long-term goals.
Plan Ahead
By Jennifer Rosenblum, CFA and Noah Bloch, CFP®
Helping the next generation build financial security
Raising financially confident children is one of the greatest gifts we can give as parents and grandparents. Whether your goal is to fund higher education, encourage responsible money habits or provide a head start on retirement savings, there are several proven strategies that can set kids on a path toward lifelong security. Below are some key approaches to consider.
Five "spooky" financial mistakes to avoid this fall
As markets fluctuate and headlines warn of uncertainty, it’s easy to let fear drive financial decisions. But often, the real dangers lurk not in the market itself — but in our own habits. In the spirit of “spooky season,” here are five of the most frightful financial mistakes to avoid, and what you can do instead to keep your financial future from becoming a horror story.
Five key financial planning ideas for young families
Financial planning is a crucial aspect of family life. From managing day-to-day expenses to preparing for major life events, families must navigate a complex landscape of financial decisions. It is easy for the demands of daily life to take precedence — from coordinating schedules for extracurricular activities, to planning birthday parties, or even simply planning a weeknight dinner. This article addresses five key financial planning topics that should be prioritized when trying to accomplish financial goals on top of day-to-day demands.
Women Advisor Summit
Jennifer recently joined other Mesirow Wealth Advisors at the Women Advisor Summit hosted by Investment News. The event is used as a space for women advisors to come together, connect, and talk about important things about being in the industry.
Noah on WGN 720
Listen to Noah’s interview from September 29, 2025, where he discussed five ways you could risk your financial future and how to combat those risks.
Listen hereJennifer on WGN 720
Jennifer recently discussed smart money habits that can help five teens a head start on their financial future with Jon Hansen on “Mesirow Monday” on WGN Radio 720.
Listen hereNoah on WGN 720
Listen to Noah’s interview from March 3, 2025, where he discussed important topics to consider if you or someone you know is deciding to buying a home.
Listen hereJennifer on WGN 720
Jennifer recently discussed the ins and outs of financial gifting to family and non-profits with Jon Hansen on “Mesirow Monday” on WGN Radio 720.
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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. ©2025, 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.