With a , focus on risk management, Mesirow Small Cap Value strategy has historically yielded attractive downside protection relative to the Russell 2000 Value Index 1 The strategy has also produced an, 831% downside capture ratio, – from the beginning of the Financial Crisis through the most recent downturn – demonstrating how effective the strategy is in preserving capital in down markets 2 Mesirow Small Cap Value vs Russell 2000 Value Index Source Mesirow Equity Management Russell and eVestment Learn more For Institutional use only Mesirow Equity Management (“MEM” is a division of Mesirow Financial Investment Management…

To our clients business partners employees and communities As a firm and as individuals Mesirow stands with Asian American and Pacific Islander communities as they face rising incidents of hate and racism in our society Through the work of our engaged employees we will continue to advance inclusion across our workforce and our industry This work is strengthened by our partnerships with…

To our clients business partners employees and communities As a firm and as individuals Mesirow stands with the Jewish American community in the face of a rising wave of hateful rhetoric and violent attacks We reiterate our stance that bigotry – whether overt cloaked in nationalism or masked in claims of political debate – is intolerable and inconsistent with our nation’s values and those of our…

Corporate responsibility and sustainability have been core values of Mesirow since the firm’s founding in 1937, Our founder Norman Mesirow expressed the tenets of the firm as “Hire good and ethical people and leave them alone” More than eight decades later this belief continues to define how we run our business We invest  in our people empowering diverse entrepreneurial professionals to innovate within our inclusive  culture “Treat clients as you would like to be treated” Today we invest with our clients…

•    Initiative will be led by George Barbar Senior Managing Director Institutional Sales and Trading •    Mesirow will build upon the firm’s existing significant footprint in the region which includes offices in Miami and Boca Raton •    Primary focus to be on growing Capital Markets Wealth Management and Investment Advisory presence , CHICAGO October 28 2021, – Mesirow an independent employee-owned financial services firm today announced a strategic growth plan that will transform the firm’s platform and presence in Florida and over time across the Southeast The firm will build upon its growing and successful offices in Miami and Boca Raton including raising awareness of the Mesirow brand expand the number of Mesirow professionals in this market and…, George Barbar Senior Managing Director, who has been with the firm since 2010 and made vital contributions to the firm’s Institutional Sales and Trading and other Mesirow business units while leveraging his deep relationships with civic and business leaders Over the next 2-3 years the firm plans to grow its headcount with an initial focus on Capital Markets Wealth Management and Investment Advisory services including corporate and…, Richard S Price Chairman and CEO, “We believe that our financial strength diverse and differentiated capabilities and ability to respond swiftly to fluid market dynamics will drive success for our clients across the region”  “We believe the independent ownership structure and entrepreneurial culture of Mesirow make the firm an ideal fit for finance professionals looking to accelerate their career and make a difference in the…, Natalie A Brown President of Mesirow, “We are confident that under George Barbar’s leadership our expansion plan in the Southeast region will achieve tangible measured success over the coming years George has a track record of building successful businesses and his values deeply align with our corporation”   Following one of the most successful fiscal years in Mesirow’s 84-year history the firm is well capitalized for future growth…, George Barbar Bio, George Barbar is a Senior Managing Director in Mesirow Institutional Sales and Trading and head of Rates Government Agency Supranationals and Structured Products He is responsible for its underwriting development of strategy and implementation He is also the principal and manager of Mesirow’s Boca Raton office and head of Mesirow Southeast expansion George is founder and president of the South…, 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 continues to evolve innovate and invest in state-of-the-art technology, The new corporate website, mesirowcom, reflects the firm’s interconnectedness with clients employees business partners and the communities in which Mesirow operates across the US and internationally, The updated Mesirow brand and logo respect the firm’s rich history while marking Mesirow’s evolution as an innovative financial services firm, CHICAGO November 16 2020, – Mesirow (the “firm” an independent and employee-owned financial services firm founded in 1937 by Norman Mesirow today unveiled a new brand identity that includes a more contemporary brand logo and a new website, mesirowcom, These changes reflect the firm’s values relentless commitment to excellence deepened collaboration and increased harmonization across its business lines “Through a storied history of more than eight decades Mesirow has served clients through a personal custom approach to financial services as well as our commitment to corporate responsibility” remarked Richard S Price Mesirow Chairman and CEO “…, mesirowcom, website we invite you to Explore our differentiated diverse financial products and services Review our latest insights on the markets sectors and investing Hear the voices of our people and community partners Review our commitment to workplace inclusion Subscribe to “Spark” our quarterly newsletter “Our updated brand identity logo and new corporate website encompass all facets of our…, 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…

Smart budgeting debt control and estate planning can help investors keep their finances from turning frightening, Early saving can potentially build lasting financial security, Regular plan reviews can support a sound strategy in any market, CHICAGO, – October 21 2025, – In a recent “Mesirow Monday” segment on WGN’s Your Money Matters with Jon Hansen, Noah Bloch, Wealth Advisor at Mesirow Wealth Management, shared the “five spookiest things” people can do with their finances—and practical ways to avoid them “Whether markets are up or down our goal is to help clients sleep well at night” Bloch said “Avoiding these ‘spooky’ habits this fall season can make a big difference over time”, 1 Not Tracking Spending, Failing to follow a budget can leave investors guessing where their money goes “Tracking expenses—especially big-ticket and recurring items—helps ensure you’re saving intentionally not accidentally overspending” Bloch explained, 2 Carrying High-Interest Debt, Credit card debt and personal loans with double-digit interest rates can undermine financial progress “Anything above 10% is too high” Bloch cautioned “Paying those balances down often has a greater return than investing”, 3 Delaying Retirement Saving, Waiting even a decade to start saving can dramatically reduce long-term growth “Time and compounding are your greatest allies” Bloch said “Even modest consistent contributions can grow substantially over 30 years”, 4 Neglecting Insurance Coverage, From life insurance to disability and umbrella policies coverage gaps can expose families to unnecessary risk “People often avoid thinking about insurance because it’s uncomfortable” Bloch noted “But ensuring proper protection is a critical part of every plan”, 5 Skipping an Estate Plan, Estate planning isn’t just for the wealthy Without a clear plan assets can become tied up and families divided “We’ve seen how lack of preparation can create conflict” Bloch said “A thoughtful estate plan ensures your wishes are honored and your loved ones are protected”, Personalized Planning for Every Season, Bloch emphasized that comprehensive financial planning should be customized to each client’s goals and life stage “The market doesn’t define your financial health—your plan does” he said Mesirow Wealth Management is the firm’s founding capability connecting clients to what matters today and across generations The firm’s Wealth Advisors are differentiated by their personal comprehensive wealth…, 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 & Currency Capital Markets & Investment Banking and Advisory Services we invest in what…

Building financial awareness purpose and perspective can help investors strengthen their money mindset for the year ahead, Reflecting on progress—not perfection—can promote greater confidence and financial wellbeing, CHICAGO – November 14 2025, – In a recent “Mesirow Monday” segment on WGN’s Your Money Matters with Jon Hansen , Tiffany Irving, Wealth Advisor at Mesirow Wealth Management discussed the importance of cultivating financial gratitude and understanding one’s money mindset as the year comes to a close “As we approach Thanksgiving it’s the perfect time to reflect not only on what we’re thankful for but on how far we’ve come financially” Irving said “Gratitude and grace go hand in hand—recognizing progress not perfection helps…, Understanding your financial mindset, Irving emphasized that financial habits are often shaped early in life and can influence how people spend save and invest as adults “Many of our clients discover that their attitudes toward money—whether cautious or carefree—stem from how they saw finances handled growing up” she explained “Awareness is the first step toward control”, Finding gratitude in small wins, Irving encouraged listeners to celebrate incremental progress such as paying off a bill reaching a savings goal or contributing to a college fund “Even small victories matter” she said “Progress builds momentum and each step forward contributes to long-term financial stability”, Turning awareness into action, According to Irving building a strong money mindset means pairing gratitude with planning “Once you understand your habits and goals you can create a strategy that reflects your purpose” she said “A financial plan isn’t just numbers on a page—it’s a roadmap to living the life you want” Mesirow Wealth Management is the firm’s founding capability connecting clients to what matters today and across…, 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 & Currency Capital Markets & Investment Banking and Advisory Services we invest in what…

Award recognizes “advisors that are leading the way”, Ranking based on quantitative and qualitative measures that identify the highest standards of best practices, Recognition comes as Mesirow Wealth Management continues to grow organically as well as through strategic acquisition, CHICAGO April 23 2025, – Mesirow an independent employee-owned financial services firm today announced that three of its Wealth Advisors, Jordan Scher AIF ®, Steven N Mesirow CFP ®, and, Brian Lorber CFP ®, have been recognized by Forbes as 2025 Best-in-State Wealth Advisors 1 Based on advisor surveys and interviews the advisors highlighted in the 2025 ranking cumulatively manage approximately $167 trillion in assets and stand out for their experience in navigating uncertain times According to Forbescom Forbes Top Advisor rankings evaluate quantitative and qualitative data weighing factors “such as…, Brian Price, CEO of Mesirow Wealth Management, “This recognition highlights each of these Advisor’s expertise dedication and commitment to providing outstanding client service We look forward to their continued contributions to the firm”, Jordan Scher AIF ®, joined Mesirow in 1997 and has over 25 years of experience in the financial services industry Jordan specializes in comprehensive financial planning and asset management for and serves as a member of the Mesirow Wealth Management Investment Management Committee, Steven N Mesirow CFP ®, joined Mesirow in 1993 and brings more than 30 years of financial services experience to the firm At Mesirow he offers investment advice and financial planning strategies designed to help accumulate manage and preserve wealth for individuals business owners and charitable organizations He is also actively involved in the Jewish United Fund Health and Human Services subcommittee, Brian Lorber CFP ®, joined Mesirow in 2010 and has 14 years of experience in the investment industry He serves as a member of the Mesirow Wealth Management Investment Committee and has also been recognized on Forbes’ 2024 Best-in-State Top Next-Gen Wealth Advisors list As a Barron’s Top 100 RIA firm 2 Mesirow Wealth Management offers a differentiated approach that places equal emphasis on 1 customized comprehensive…, 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 & Currency Capital Markets & Investment Banking and Advisory Services we invest in what…

Ashley Crotwell CFP ® has joined Mesirow Wealth Management as Vice President Wealth Advisor and is located in the firm’s growing Stuart FL office, Focus is on creating customized comprehensive wealth plans for high net worth individuals families and business owners, Ashley brings more than 25 years of experience in the financial services industry, CHICAGO March 6 2025, – Mesirow an independent employee-owned financial services firm today announced that, Ashley Crotwell CFP ®, has joined Mesirow as Vice President Wealth Advisor Leveraging more than 25 years of experience Ashley will serve wealth clients by providing customized comprehensive wealth plans and expert investment selection “Expanding our presence in Stuart aligns with our focus on serving a growing base of wealth management clients and advancing the firm’s footprint across Florida and the regional Southeast…, Brian Price, CEO of Mesirow Wealth Management, “We look forward to ongoing organic growth and continued momentum through potential future acquisitions in the wealth management space” In September 2024 Mesirow acquired Price Wealth Management an established RIA firm based in Stuart Florida Ashley will join, Craig Price CFP ® CTFA, and, Nancy Zehr CTFA, Senior Client Relationship Specialist as they serve clients in Southeast Florida The expansion of wealth management services in Stuart reflects the firm’s plans to grow its headcount in the region with particular focus on Wealth Management and Capital Markets “We are excited to have Ashley join our team and broaden our ability to serve Florida clients” said, Craig Price, “We appreciate her professional expertise and her strong communication skills” Before joining Mesirow in 2025 Ashley served as a Senior Wealth Advisor at Sequoia Financial Advisors where she guided clients through investment planning tax planning cash flow planning debt management and budgeting Recently named to Barron’s 2024 Top 100 RIA Firms list for the fourth consecutive year 1 Mesirow…, 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…