Combining a bottom-up and top-down strategy for long-term success, Most active investing entails bottom-up fundamental analysis By analyzing valuation metrics and financial statements investors try to determine what to buy what to sell and when However when investors use similar processes they may produce strikingly similar blind spots when external influences are not considered We believe the ability to incorporate exogenous factors into one’s decision making…

Aaron Heltsley is a Senior Vice President in Mesirow Fiduciary Solutions He provides extensive quantitative and qualitative investment research for the groups fiduciary partnership consulting institutional due diligence and other related engagements Aaron has 13 years of experience in the financial services industry Prior to joining Mesirow in 2018 he was a Senior Investment Analyst at IRON…

Aaron Wham is a Managing Director and Head of Portfolio Management in Mesirow Currency Management He is responsible for on-going implementation of investment strategies and policies performing portfolio research initiatives in relationship with the Currency Management CEO and interaction with the group’s global and diverse client base Aaron has more than 10 years of currency management experience…

 

Adam Goldman is a Senior Managing Director and Wealth Advisor in Mesirow Wealth Management in Chicago IL He works with individuals families endowments and foundations as well as officers and directors of public and privately held corporations to evaluate and implement investment strategies His practice includes advising on wealth development preservation and distribution This comprehensive…

Adam Oakley is a Senior Managing Director and Co-Head of Mesirow Investment Banking In this capacity he provides strategic direction and oversight for the group and manages its day-to-day operations He is also responsible for developing key relationships leading deal teams throughout the transaction process and providing advisory services on middle-market M&A assignments within the aerospace…