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Charlie Santoro
Charlie Santoro is a Vice President in Mesirow Investment Banking He joined Mesirow as an Investment Banking Analyst in 2018 He was promoted directly to Associate in 2020 and to Vice President in 2023 Charlie is responsible for supporting senior bankers and clients throughout the transaction process and provides valuation analysis as well as advisory services for transactions across a wide range…
Charlotta Jonsson
Charlotta Jonsson is an Assistant Vice President Operations in Mesirow Executive Benefit Services She supports the client service team Charlotta has 17 years of industry experience Prior to joining Mesirow in 2007 Charlotta was an Administrative Assistant at The Giles Organization Before that she served a similar role at an Illinois-based packaging solutions company
Cheryl Lundquist Cabanski
Cheryl Lundquist Cabanski is a Vice President and Client Relationship Specialist in Mesirow Wealth Management As a CFP ® professional Cheryl plays an integral part in supporting our clients make and execute wealth management decisions that support their most important life or organization decisions She has built strong relationships with her clients and is well respected by her peers Cheryl is a…
Chicago United Business Leaders of Color honors Mesirow Wealth Advisor Gregg Lunceford, Ph.D., CFP®
Lunceford named one of 50 Business Leaders of Color for 2021 by Chicago United awards ceremony to be held in November, Award recognizes the most influential diverse and inclusive leaders in the Chicago business community, CHICAGO August 5 2021, – Mesirow Financial Holdings Inc (“Mesirow” or the “firm” an independent employee-owned financial services firm today announced that Chicago United has named Mesirow Senior Vice President Wealth Advisor Gregg Lunceford PhD CFP ® as one of its 50 Business Leaders of Color for 2021 Lunceford joins a network of more than 400 influential diverse and inclusive leaders in the Chicago business…, 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…
China’s new payments system threatens US financial leadership
November 24 2024 |, By, Mesirow Currency Management, Late to the payments race the US and its allies try to catch up, BRICS finds a way to thwart the West It’s easy to shrug off announcements from BRICS an organization that some view as a geopolitical rival to the US and its allies Since its first summit in 2009 BRICS hasn’t accomplished much besides increasing membership from four to nine countries (Brazil Russia India China South Africa Egypt Ethiopia Iran and United Arab Emirates But a statement from its 22-…, Explore more currency insights, The US national debt burden, The debt level is approaching its 1946 historic high Will it take a collapse in the bond or FX market before we take action Read article, US debt is headed to unimaginable levels, Since 1990 debt crises have erupted periodically but the next one may not be so easy to dismiss Is a financial reckoning coming Read article
Chris Docimo
Chris Docimo is Director Asset Management for Mesirow Alternative Credit Prior to joining Mesirow Chris served as Vice President at Bastion Management where he was responsible for transaction underwriting portfolio monitoring unit economic modeling and risk analysis Bastion joined Mesirow in December 2024 Before joining Bastion Chris was a Senior Portfolio Analyst at The Dowling Group Wealth…
Christie Oswald
Christie Oswald is a member of the investor relations and business development team and is responsible for presentation communications Prior to joining Mesirow in 2017 Christie was a Marketing Associate at Victory Park Capital Advisors LLC Before that she was a Senior Marketing Associate at Aurora Investment Management LLC and a Marketing and Client Service Assistant at BMO Global Asset…
Christin Pomerantz
Christin Pomerantz is a Senior Client Relationship Specialist in Mesirow Wealth Management She is responsible for daily client service account administration and performance reporting Christin joined the firm in October 2022 and has nine years of experience in the financial services industry Prior to joining Mesirow she worked as a Wealth Management Specialist at Thorndyke Sheppard Group Merrill…
Christopher Fabian
Chris Fabian is a Senior Consultant is Mesirow Fiduciary Solutions He provides extensive quantitative and qualitative investment research for the groups fiduciary partnership consulting institutional due diligence and other related engagements Chris has six years of experience in the financial services industry Prior to joining Mesirow in 2024 he was a Manager of the Client Reporting Group at…
Christopher O’Neill
Christopher O’Neill is Managing Director Chief Investment Officer and Director of Quantitative Research in Mesirow Fiduciary Solutions In addition to managing the Mesirow Fiduciary Solutions research team he is responsible for developing innovative manager selection and portfolio construction methodologies as well as a retirement income framework that optimizes both product and asset allocation…