‍Mesirow, an independent, employee-owned financial services firm, today announced that Wealth Advisors Jeffrey Condren, CFP and Brian Lorber, CFP have been named 2024 Best-in-State Top Next-Gen Wealth Advisors by Forbes. Based on advisor surveys and interviews, the 2024 list comprises 1,621 top professionals born in 1985 or later and with a minimum of four years of experience as an advisor.  

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."

"We congratulate Jeff and Brian on their recognition as best-in-state top next-gen advisors in wealth management," said Mesirow Wealth Management CEO Brian Price. "Both are building upon our 87-year legacy of serving individuals and families with professionalism and purpose, and we look forward to their continued contributions to Mesirow and service to clients."

Jeffrey Condren, CFP joined Mesirow in 2015 and has nearly two decades of experience in the financial services industry. Throughout his career, he has provided invaluable guidance to a diverse clientele, navigating families though complex economic landscapes and market fluctuations. Jeff currently serves as the President of the Ravinia Associates and is an Executive Board of Trustee member at Ravinia Music Festival.

Brian Lorber, CFP joined Mesirow in 2010 and has 14 years of experience in the investment industry, specializing in portfolio design and planning. He and his team have spent decades building strong relationships with their clients and in many cases now proudly serve four generations of families.

As a Barron's Top 100 RIA firm, Mesirow Wealth Management offers a differentiated approach that places equal emphasis on customized, comprehensive wealth plans that evolve along with clients? lives and expert investment selection in all markets, including access to traditional stock and bond opportunities as well as alternative investments. Mesirow Wealth Management has $11.4B in assets under management / assets under advisement¹.

Each year, Forbes partners with SHOOK Research to evaluate prospective advisors. Evaluation criteria is gathered through telephone, virtual and in-person due diligence interviews, as well as quantitative data. They weigh factors like revenue trends, assets under management, compliance records, industry experience and those who encompass the highest standards of best practices. For the complete list of 2024 Best-in-State Top Next-Gen Advisors and methodology, visit https://www.forbes.com/sites/rjshook/2024/08/08/methodology-americas-top-next-gen-wealth-advisors-2024/.

For more information on Mesirow Wealth Management, visit mesirow.com/wealthmanagement.

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1. Assets under management is as of 6.30.2024 and Assets under advisement is as of 12.31.2023. Some assets under advisement (AUA) are on a 45-to-90-day lag due to time needed to confirm away assets.

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., 2024, Mesirow Financial Holdings, Inc. All rights reserved. Investment management services provided through Mesirow Financial Investment Management, Inc., Mesirow Institutional Investment Management, Inc. and Mesirow Financial Private Equity Advisors, Inc., all SEC-registered investment advisor, a CFTC registered commodity trading advisors and member of the NFA, or Mesirow Financial International UK, Ltd. (MFIUK ), authorized and regulated by the FCA, depending on the jurisdiction.

Award recognition disclosures: mesirow.com/award-recognition-disclosures