In the episode, Jeff dives into the realities of generational wealth transfer and succession planning — including why these transitions are rarely just financial. He discusses the importance of transparency, early conversations, and intentionally structuring decision‑making,especially within family‑owned and closely held businesses.
Jeff M. Condren
Senior Vice President, Wealth Advisor
Wealth Management
Jeffrey Condren is a Senior Vice President and Wealth Advisor in Mesirow Wealth Management. With two decades of experience in the financial industry, Jeff has solidified his reputation as a seasoned expert in wealth management and financial planning.
Jeff joined Mesirow in 2015 and has 20 years in the financial services industry. Throughout his career, he has provided invaluable guidance to a diverse clientele, navigating them through various economic landscapes and market fluctuations.
Jeff was recently named to the 2024 Best-in-State Top Next-Gen Wealth Advisors ranking by Forbes. He serves as the President of the Ravinia Associates and is an Executive Board of Trustee member at Ravinia Music Festival.
Jeff earned a Bachelor of Science in Finance from DePaul University and is a CERTIFIED FINANCIAL PLANNER® professional. He holds the Series 7 and 66 FINRA licenses.