Shah to partner with CEO Board of Directors and executive leadership team, Focus will be on continued organic growth as well as expansion of products and offerings and geographic reach through strategic acquisitions and hires, CHICAGO April 8 2024, – Mesirow an independent employee-owned financial services firm today announced the promotion of, Ketan Shah, to Chief Strategy Officer In this newly created role Shah will partner closely with Mesirow’s CEO Board of Directors and leadership team to develop and implement the firm’s strategic growth plans In addition to serving as Chief Strategy Officer Shah will continue with his existing responsibilities as the firm’s General Counsel and will continue to report to Natalie Brown Mesirow’s CEO  “Ketan’s…, Natalie Brown, Mesirow CEO “His strategic acumen and focus on generating growth will be instrumental as we continue to foster innovation and deliver exceptional results to our clients”  As Chief Strategy Officer Shah will focus on both near-term and long-term growth initiatives which include continuing to expand the firm’s alternatives platform and wealth management business via additional strategic hires and…, Ketan Shah, “and look forward to collaborating with talented leaders across the firm as we identify new opportunities strengthen our market position and continue our best-in-class service offerings to institutional corporate and individual investors worldwide” Shah joined Mesirow in 2012 and prior to assuming the role of Chief Strategy Officer & General Counsel served as Head of Corporate Development…, About Mesirow , Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what matters…

Mesirow announces a technology and fiduciary automation solution for broker-dealers to assist with their fiduciary management Cetera® Financial Group has signed on to become the initial partner Launched in response to the needs of the broker-dealer community Mesirow Financial Fiduciary Automation Service Technology (Mesirow Financial FAST® provides broker-dealers the same robust automation and…, About Mesirow, Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices in 21 cities we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what matters our…

Mesirow Financial Switzerland SA opens in Geneva, Senior Client Relationship Managers to provide in-market client support and currency management expertise, Mesirow has been managing currency risk for Swiss clients since 2004 with USD 502 billion in assets under management 1 across 20 currency management clients in Switzerland, November 4 2025,   – Mesirow an independent employee-owned financial services firm based in Chicago announced today the opening of a new office in Geneva to further support and provide in-market expertise for its local currency management clients, Mesirow Currency, has a long-standing presence in the Swiss market and is currently managing approximately USD 502 billion in assets across 20 clients in Switzerland This milestone represents the natural continuation of a partnership with Swiss-based Perreard Partners Investment SA (PPI with whom Mesirow has collaborated closely since 2004 to deliver tailored currency management solutions to institutional clients…, Joe Hoffman CEO, of Mesirow Currency “The establishment of Mesirow Financial Switzerland SA represents the next logical step in continuing that legacy and deepening our engagement with Swiss clients”  Yves Perreard founder and CEO of PPI will accompany this next phase of development as a consultant to Mesirow Financial Switzerland SA ensuring continuity of client relationships values and expertise In addition two…, Mesirow Currency, delivers innovative customized currency solutions to institutional clients globally Being a private employee-owned firm Mesirow is free from many conflicts of interest associated with bank-affiliated organizations or publicly held firms and is fully aligned with the interests of its clients About Mesirow Mesirow is an independent employee-owned financial services firm founded in 1937…

Program launched in May 2019 in partnership with Chicago-based Anixter Center Provides tailored work opportunities for individuals with disabilities Program to serve as springboard for similar corporate programs in Chicagoland Mesirow announced the one-year anniversary of the firm’s Opportunity and Inclusion Program which helps individuals with disabilities develop career/technical and soft…, About Mesirow, Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices in 21 cities we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what matters our…, About Anixter Center, Anixter Center has proudly served hundreds of thousands of people in the Chicago area since 1919 Today we focus our work on serving people with disabilities behavioral health needs and people who are Deaf DeafBlind or Hard of Hearing through a variety of programs Learn more at  anixterorg

Firm hires Bradley Karelitz as Senior Vice President responsible for business development and fundraising Role will extend footprint of Mesirow Private Equity in the global institutional marketplace, CHICAGO April 20 2021, – Mesirow today announced that Bradley Karelitz has joined Mesirow Private Equity as Senior Vice President In this new role Brad will focus on business development and fundraising for the firm’s private equity products inclusive of primary partnership investments secondary investments and co-investments Brad will nurture key relationships develop new opportunities and enhance the firm’s coverage…, About Mesirow Private Equity, With approximately $66 billion of private equity commitments since its inception in 1982 Mesirow Private Equity enables a global institutional client base to invest broadly across the private equity asset class through diversified portfolios of highly sought-after managers and co-investment opportunities Mesirow Private Equity offers a unique team approach to the private equity market executed by…, About Mesirow, Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with locations around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what…

Mesirow Private Equity has nearly 40 years of investment experience in private markets, Deeply experienced team offers a differentiated approach to the private equity market, CHICAGO September 13 2022, – Mesirow an independent employee-owned financial services firm today announced the successful final closings of its most recent private equity fund-of-funds and co-investment fund Mesirow Private Equity’s investment program provides investors access to high-quality primaries secondaries and co-investments “We are delighted with the support our fund-of-funds and co-investment fund received from…

Firm hires Chris Sheehan from Stifel as Managing Director and Jeff Wilke from Maryland Economic Development Corporation as Director Sheehan and Wilke will focus on serving public and private sector clients in the State of Maryland and other states along the east coast Roles expand the firm’s public finance presence in the mid-Atlantic region CHICAGO August 11 2021 – Mesirow Financial Holdings Inc…

23% increase in assets under management in 2021 propelling the company to #13,  , CHICAGO May 16 2022, – Mesirow an independent employee-owned financial services firm announced that the firm ranked 13th in Crain’s Chicago’s List of Top Money Managers for 2022 The annual list details the top 25 firms as ranked by assets under management as of December 31 2021 Not only did Mesirow rank highly in terms of assets under management but it was also one of the few firms that checked every box in the…, About Mesirow, Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with locations around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what…

Ranked #9 on, Crain’s Chicago Business, list of largest wealth management firms by local assets under management, Highest-ranked independent employee-owned firm among Chicago’s top 10 wealth managers, Continued national expansion with strategic growth, CHICAGO April 3 2025, – Mesirow an independent employee-owned financial services firm today announced that the firm has been ranked #9 on Crain’s Chicago Business list of the “ Largest Wealth Management Firms in the Chicago Area ” 1 According to Crain’s “Chicagos largest wealth management firms which serve the regions most affluent clients oversee hundreds of billions in local assets Crain’s newest list highlights 24…, Natalie Brown, Mesirow CEO, “This distinction reflects our longstanding commitment to putting clients first and delivering comprehensive customized wealth plans across generations” This recognition comes amid continued strategic expansion by Mesirow Wealth Management through organic growth strategic acquisitions and expanding products and services In 2023 Mesirow announced the acquisition of Front Barnett Associates LLC…, Brian Price, CEO Mesirow Wealth Management, “Were able to serve not just ultra-high-net-worth families but also successful individuals and business owners who value comprehensive planning and thoughtful investment strategies” “Mesirow Wealth Management is now one of the largest independent wealth management firms in the region with 40 Wealth Advisors based in the Chicago area” continued Price “That depth allows us to offer clients a…, About Mesirow, Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Private Capital and Currency Capital Markets Investment Banking and Advisory Services we invest in what matters our…

CHICAGO October 14 2021, – Mesirow an independent employee-owned financial services firm today announced that the firm was ranked 40th in Barron’s list of 2021 Top 100 RIA Firms Barron’s bases its annual ranking of independent advisory companies on assets managed by the firms technology spending staff diversity succession planning and other metrics  “We are honored to be on Barron’s list of the Top 100 Registered…, Natalie A Brown President of Mesirow, “Wealth Management is one of our original businesses founded by Norman Mesirow more than 80 years ago Our team works hard each day to build upon the level of trust that our financial advisors have established with our multi-generational clients”  Mesirow has $224 billion in assets under supervision* with 84 years of market experience and has earned a top score of 100 for four consecutive years…, President and CEO of Mesirow Wealth Management Melissa L Bean, The purpose of Barron’s ranking of the Top 100 RIA Firms is to showcase financial advisors across the country that prioritize advancement and work toward raising the standards for other firms To be considered for this achievement Barron’s assesses firms on a quantitative and qualitative level  Mesirow has recently received other accolades including Top DC Advisor Multi-Office Firms by the…, About Mesirow, Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with locations around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what…