Firm welcomes Alex Gordon CFP ® as a Wealth Advisor, Alex will focus on creating comprehensive customized wealth planning for high net worth individuals and families, Hire reinforces Mesirow’s commitment to multi-generational client service and aligns with its ongoing strategic growth, CHICAGO April 9 2025, – Mesirow an independent employee-owned financial services firm today announced the addition of, Alex Gordon CFP ®, as a Wealth Advisor Alex brings deep experience in financial planning and analysis for high net worth individuals and multi-generational families He joins a seasoned team that includes, Lee Gordon, Senior Managing Director, and, Stephanie Feldman CFP ® CTFA, Managing Director, Mesirow Wealth Management the firm’s founding capability offers a differentiated approach that balances comprehensive customized wealth planning with expert investment selection in all markets The firm provides clients access to traditional stock and bond investment opportunities and alternative investments enabling their portfolios to evolve along with their lives Many client relationships span…, Brian Price, CEO of Mesirow Wealth Management, “Alex’s experience and client-first approach make him a valuable addition as we continue expanding through strategic hiring organic growth and future acquisitions in the wealth management space” “I am excited to join Mesirow Wealth Management and contribute to the firm’s unique approach to wealth management” said, Alex Gordon, “I look forward to building strong long-term relationships and helping clients navigate their financial journeys with confidence” Prior to joining Mesirow Alex served as a Manager of Financial Planners and a Financial Planner at LPL Financial where he assisted advisors with client data-gathering financial analysis and the development of comprehensive financial plans Mesirow Wealth Management…, 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 appoints Nitay Laor as Director Strategic Growth and Acquisitions Mesirow Wealth Management, Nitay will focus on strategic partnerships acquisitions and advisor recruitment, Newly developed role is designed to accelerate the firm’s ongoing growth initiatives, CHICAGO November 20 2025, – Mesirow an independent employee-owned financial services firm today announced that, Nitay Laor, has joined Mesirow Wealth Management as, Director Strategic Growth and Acquisitions, a newly created role designed to accelerate the firm’s continuing growth initiatives In this role Nitay will lead efforts to execute both organic and inorganic growth strategies including strategic partnerships acquisitions and advisor recruitment “Nitay’s strategic insight proven M&A expertise and understanding of the Mesirow culture make him uniquely positioned to drive our next phase of…, Brian Price, CEO of Mesirow Wealth Management, “His leadership will play a key role in strengthening our partnerships expanding our reach and furthering Mesirow’s commitment to empowering clients and advisors alike” Nitay brings deep expertise and a proven track record from his tenure at Mesirow Investment Banking where he served as Vice President and led transaction execution across diverse industries such as industrials business services…, Nitay Laor, “We have an incredible opportunity to expand our platform through strategic partnerships and advisor recruitment while continuing to deliver the independent personalized wealth management services that defines Mesirow” This new role reflects a commitment to expanding access to exceptional advisors and comprehensive wealth planning - strengthening expertise tailoring services and broadening reach…, 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…

Firm hires Andrew Mutlu  as Wealth Advisor Focus will be on providing comprehensive wealth planning and constructing investment strategies tailored to fit the needs of high net worth individuals and families, CHICAGO February 8 2023, – Mesirow an independent employee-owned financial services firm today announced that Andrew Mutlu has joined Mesirow as a Wealth Advisor joining the Maniscalco Wealth Management team Andrew will focus on providing comprehensive wealth planning and constructing investment strategies that are tailored to fit the needs of high net worth individuals and families Mesirow recently ranked 47th in Barron…, Brian Price Head of Advisory Services, “Mesirow has a rich longstanding history of helping wealth clients achieve their financial goals I am excited to be joining Mesirow Wealth Management and look forward to contributing to the team’s ongoing growth” said, Andrew Mutlu Wealth Advisor, Andrew has seven years of experience in the financial services industry Prior to joining Mesirow he held roles as a Financial Advisor and an Investment Executive with other wealth management firms He volunteers at Junior Achievement of Chicago to help educate and inspire youth around financial literacy Andrew earned his Bachelor of Science from Ohio University He is a CERTIFIED FINANCIAL PLANNER…, 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…

In this newly created role Gary serves as a Mesirow Wealth Advisor as well as a centralized Advanced Planning Specialist with a focus on tax planning, Mesirow Wealth Advisors gain access to this centralized specialized tax planning resource as they build comprehensive wealth plans for clients, Gary brings over 30 years of tax planning and financial services experience and will be based in the firm’s Highland Park IL office, CHICAGO February 25 2025, – Mesirow an independent employee-owned financial services firm today announced that, Gary Pattengale CFP ®, has joined Mesirow as Senior Vice President Advanced Planning Specialist Wealth Advisor Leveraging more than 30 years of experience Gary serves as a Wealth Advisor for high net worth individuals and families as well as a centralized specialized tax planning resource for all Mesirow Wealth Advisors as they build comprehensive wealth plans inclusive of tax implications and strategy considerations…, Brian Price, CEO Mesirow Wealth Management, “We look forward to Gary’s collaboration with our Wealth Advisors as they serve their clients and to the contributions he will make to the ongoing growth of Mesirow Wealth Management our firm’s founding capability” “I am excited to join Mesirow Wealth Management and build on the firm’s outstanding 88-year reputation for serving the unique dynamic needs of high net worth individuals and families…, Gary Pattengale CFP ® Senior Vice President Advanced Planning Specialist Wealth Advisor, Prior to joining Mesirow Gary held roles at Corient and Northern Trust advising individuals families and entities on their investment and financial planning needs and helping corporate executives and key employees navigate their stock-based compensation plans Mesirow Wealth Management has more than $124 billion in assets under management / assets under advisement 2 and Mesirow overall has $3062…, 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…

Firm hires Tiffany Irving CFP® as Senior Vice President Wealth Advisor Focus will be on providing comprehensive wealth planning and customized asset allocation strategies to high net worth individuals and families, CHICAGO October 27 2021, – Mesirow an independent employee-owned financial services firm today announced that Tiffany Irving has joined Mesirow as Senior Vice President Wealth Advisor Leveraging more than 20 years of experience Tiffany will focus on providing comprehensive wealth planning and customized asset allocation strategies to high net worth individuals families and non-profit organizations Mesirow recently ranked…, Melissa L Bean President and CEO of Mesirow Wealth Management, “Additionally her philanthropic and civic leadership aligns with Mesirow’s culture and commitment to serving our community” “Mesirow has a history of helping wealth clients achieve their financial goals I am excited to be joining the Mesirow Wealth Management team” said, Tiffany Irving Senior Vice President Wealth Advisor, Prior to joining Mesirow Tiffany held roles in the wealth advisory divisions of BMO Harris Bank and US Trust Tiffany is an active member of the Professional Advisory Council for the Chicago Community Trust and the Chicago Foundation for Women She is also involved with the Women’s Impact Fund for the Porter County Community Foundation Tiffany earned her degree in Finance from DePaul University…, 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…

Hear Bob’s radio interview from December 5 2022 as he discusses the macroeconomic environment and how investors can benefit from a year-end portfolio check-up and what that could entail Listen to the replay

Hear Gregg’s interview from August 5 2024 where he discussed the importance of a mid-year financial check-in  Listen to the replay

Hear Gregg’s interview from August 7th 2023 where he discussed the pitfalls financial stresses and resources associated with aging parents Listen to the replay

Hear Gregg’s interview from February 6 2023 where he discussed how couples can work together to plan financially especially for retirement Listen to the replay Mesirow offers links to other third party websites that may be of interest are provided solely for your convenience and may assist you in locating other useful information on the Internet These sites are not under the control of Mesirow We…

  Hear Jennifer’s interview from November 6 2023 where she discussed effective ways   for listeners to give to their favorite charity by year-end Listen to the replay >