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Kelli A. Caudill
Kelli Caudill serves as Director of Mesirow Investment Banking Operations In this capacity Kelli oversees the day-to-day operations of the Investment Banking group she works closely with business partners at the firm including facilities human resources internal audit marketing and technology Further Kelli serves as Senior Vice President Corporate Initiatives where she works closely with…
Ken Lavelle
Ken Lavelle is a Vice President and Senior Investment Analyst in Mesirow Wealth Management He is responsible for due diligence and ongoing monitoring of traditional and alternative investment mangers for implementation into client portfolios Ken has eight years of investment industry experience Prior to joining Mesirow in 2021 he created financial models and managed tax efficient portfolios for…
Kerndt team
Ketan Shah
Ketan Shah serves as Mesirow Chief Strategy Officer and General Counsel In his role as Chief Strategy Officer Ketan works closely with CEO Natalie Brown Mesirow’s Board of Directors as well as Business and Corporate leaders to develop and implement the firm’s strategic growth plan He also oversees Investment Banking Wealth Management Fiduciary Solutions and Human Resources In his capacity as…
Kevin Price
Kevin Price is a Senior Managing Director and Head of Asset Management in Mesirow Institutional Real Estate Direct He is involved in all aspects of managing the group’s real estate assets Kevin has over 20 years of real estate experience with an emphasis on multifamily Prior to joining Mesirow in 2017 he served in several leadership roles including the Managing Director of Castle Lanterra…
Khanh Luong
Khanh Luong is a Front Office Application Support in Mesirow Currency Management He is responsible for assisting the technological implementation and maintenance of core portfolio management systems and tools within the Alpha & Macro strategies team Prior to joining Mesirow he worked for Stifel Nicolaus Europe and WestLB AG Khanh earned a Bachelor of Science in multimedia computing from De…
Kim Bryan
Kim Bryan is a Managing Director and Wealth Advisor in Mesirow Wealth Management He specializes in building investment programs that integrate all areas of financial planning including insurance estate planning education planning retirement preparedness and tax management Kim has more than 30 years of experience serving the investment and financial planning needs of high-net-worth individuals and…
Kim Bryan | Wealth Advisor
Kirsten Frosch
Kirsten Frosch is an Associate Consultant in Mesirow Fiduciary Solutions She provides extensive quantitative and qualitative investment research for the groups fiduciary partnership consulting institutional due diligence and other related engagements Kirsten has four years of industry experience Prior to joining Mesirow in 2021 she interned at Ellery Partners In that role she developed valuation…