Speakers

The Mesirow Speakers Bureau provides direct access to experienced financial services experts. Our professionals are frequently featured by leading media, offering thoughtful perspectives on markets, industries, and investment trends.

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Capital Markets

Rates, Government agency, Supranationals and structured products, Credit-related products, Mortgages, Asset-backeds and Derivatives

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Currency

FX trading, Overlay strategies, Derivatives, Machine learning, Quantitative modeling, Systematic FX trading and AI applications to financial markets

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Fiduciary Solutions

Fiduciary solutions for retirement plan sponsors

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Investment Banking

M&A sector expertise: Aerospace & Defense, Distribution & Supply Chain, Food, Beverage & Agribusiness, Healthcare, Industrials, Packaging, Technology, Debt Advisory and Financial Sponsor Coverage

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Private Capital

Alternative Credit, Real Estate and Private Equity

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Wealth Management

Planning and transfer strategies, Retirement lifestyle planning, Estate planning and Tax planning

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Corporate responsibility

Recruitment and retention, Youth financial literacy education, Community engagement, Sustainability and Inclusion

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Capital Markets

Institutional Sales and Trading

Jason Handrinos

Senior Managing Director, Global Head of Fixed Income Sales and Growth

EXPERTISE

Fixed income, Mesirow exposure across Europe and Asia

Currency

Joseph Hoffman

CFA

Senior Managing Director, Chief Executive Officer

EXPERTISE

Currency management strategies, FX trading, overlay strategies, derivatives, investment trends and customized solutions

Uto Shinohara

CFA

Managing Director, Senior Investment Strategist

EXPERTISE

Currency management strategies, FX overlay strategies, market commentary

Fiduciary Solutions

Christopher O'Neill

Ph.D., CFA, CFP^®, FRM^®, ChFC^®

Managing Director, Chief Investment Officer and Director of Quantitative Research

EXPERTISE

Retirement income

Keith Gustafson

CFA

Managing Director of Asset Allocation and Retirement Income

EXPERTISE

Asset allocation

Lavanya Batchu

Managing Director

EXPERTISE

Manager due diligence

Wenli Tan

CFA

Managing Director

EXPERTISE

Manager due diligence

Investment Banking

Adam Oakley

Senior Managing Director, Co-Head

EXPERTISE

General M&A, Aerospace & Defense, Diversified Industrials

Rocky Pontikes

Senior Managing Director, Co-Head

EXPERTISE

General M&A, Distribution & Supply Chain, Diversified Industrials

Lance Bell

Managing Director

EXPERTISE

Healthcare Services mergers and acquisitions

Paul Mariani

Managing Director, Head of Food, Beverage & Agribusiness

EXPERTISE

Food mergers and acquisitions

Melanie Yermack

Managing Director, Co-Head of Packaging

EXPERTISE

Packaging mergers and acquisitions

Private Capital

Alternative Credit

Jay Braden

Senior Managing Director, Chief Executive Officer, Co‑Chief Investment Officer

EXPERTISE

Asset‑backed specialty finance, structured credit, platform partnerships, and private credit market trends

Institutional Real Estate Direct

Alasdair Cripps

Chief Executive Officer and Co-Chief Investment Officer

EXPERTISE

Multifamily investment strategy, capital deployment, asset repositioning, US housing market trends with a focus on risk-adjusted return strategies

Ben Blakney

President

EXPERTISE

Multifamily investment strategy, capital deployment, asset repositioning, US housing market trends with a focus on risk-adjusted return strategies

Private Equity

Bob DeBolt

Chief Executive Officer

EXPERTISE

Private equity portfolio construction and due diligence focused on primary fund commitments, secondary purchases and co-investments

Ryan Fedronich

Senior Managing Director

EXPERTISE

Private equity portfolio construction and due diligence focused on primary fund commitments, secondary purchases and co-investments

Kristina Pierce

CFA

Senior Managing Director

EXPERTISE

Private equity portfolio construction and due diligence focused on primary fund commitments, secondary purchases and co-investments

Wealth and Retirement Planning

Sumit Desai

CFA

Managing Director, Director of Research

EXPERTISE

Due diligence of equity, fixed income and global tactical allocation investments, ETFs, market perspectives, portfolio strategy and implementation.

Jennifer Gartenberg

CFP^®

Managing Director, Wealth Advisor

EXPERTISE

Focus on investment, retirement and financial planning for families, non-profits and businesses. Specialized expertise in tax-advantaged investment strategies and selecting the right retirement account. Charitable giving strategies and financial acumen for women.

Gregg Lunceford

Ph.D., CFP^®

Managing Director, Wealth Advisor

EXPERTISE

Retirement lifestyle planning, diversity, equity and inclusion in finance. Published author on retirement and financial planning.

Robert Martin

CFA

Senior Vice President, Senior Investment Analyst

EXPERTISE

Due diligence of equity, fixed income and global tactical allocation investments, ETFs, market perspectives, portfolio strategy and implementation

Gary Pattengale

CFP^®

Senior Vice President, Advanced Planning Specialist, Wealth Advisor

EXPERTISE

Focus on estate planning. Specialized expertise in advising individuals, families and small business owners on how to ensure that their estate plan aligns with their legacy goals.

Rebecca Solomon

J.D., LL.M.

Senior Vice President, Estate Planning Specialist

EXPERTISE

Focus on advanced tax planning. Specialized expertise in advising individuals, families and small business owners on tax implications and strategy considerations when building comprehensive financial plans and investment portfolios.

Corporate responsbility | Inclusion

Carl Davis

Senior Vice President, Head of Inclusion and Recruitment Strategy

EXPERTISE

Corporate recruitment and retention, inclusion

Connect with our speakers for commentary and analysis

Spark

A quarterly email that brings together insights from across the entire Mesirow organization, with perspectives on markets, sectors and investing in what matters.

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