Spark | 1Q2025
In this issue: Explore most read insights from across the firm, discover the enhanced capabilities and broadening global reach being delivered to clients through new senior Mesirow professionals and explore the firm’s recent industry awards and recognition.
Insights 360
Review this quarter’s expert views from across Mesirow including Currency, Sectors and Wealth Management.
Mesirow ranked among top wealth management firms
Mesirow Wealth Management ranked #9 on Crain’s Chicago Business 2024 list of “Largest Wealth Management Firms in the Chicago Area” by local assets under management. Mesirow is the highest-ranked independent, employee-owned firm among Chicago’s top 10 wealth managers on the list, reflecting our continued expansion and strategic growth in one of the nation’s most competitive markets.
Mesirow Institutional Sales and Trading hires Omar Ghalloudi, underscoring commitment to global growth
Omar Ghalloudi has joined Mesirow Institutional Sales & Trading as Senior Managing Director and Head of European Trading. This strategic hire underscores Mesirow's marks a significant step in Mesirow’s expansion into European markets, reinforcing the firm’s commitment to global growth and client service. Ghalloudi brings over 20 years of experience in credit trading, with expertise spanning investment-grade, high-yield, and distressed debt markets.
Mesirow Wealth Management strategic hires expand capabilities and geographic reach
Gary Pattengale, CFP® 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.
Ashley Crotwell, CFP® also joined Mesirow Wealth Management as Vice President, Wealth Advisor and is located in the firm’s growing Stuart, FL office. Leveraging more than 25 years of experience, Ashley serves wealth clients by providing customized, comprehensive wealth plans and expert investment selection. Mesirow’s expanded 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.
Don’t let FX erode your gains
US investors' exposure to non-US assets has grown, but their approach to managing currency risk has not kept pace and remains outdated and often unmanaged. Learn more about Mesirow Currency insights and effective hedging strategies to safeguard your portfolio from unnecessary volatility and ensure optimal risk-adjusted returns.
Listen to Mesirow Wealth Management’s experts on key financial planning issues
Tiffany Irving, CFP®, CEPA® Senior Managing Director, Wealth Advisor in Mesirow Wealth Management joined WGN’s Jon Hansen to discuss good money habits and where to begin.
Mesirow Wealth Advisor Sophia Yudkowsky, CFP® spoke with Misty Lynch on the Demystifying Money podcast about finances for young families, stressing the importance of shared financial decisions lead to better communication, less stress and a stronger partnership—both today and for the future.
Earned media highlights
Reuters
Stocks jump on Trump’s tariff pause, but uncertainty lingers
Crain’s Chicago Business | January 6, 2025 (requires subscription)
Mesirow boosts alternative investment offerings in latest acquisition
Denver Business Journal | January 8, 2025 (requires subscription)
Apartments in southeast Denver sell for $91 million
Charlotte Business Journal | January 10, 2025 (requires subscription)
Texas investor pays $54.7M for Charlotte apartment property
Reuters | January 17, 2025
Dollar holds gains against, yen, steadies ahead of Trump inauguration
Pensions & Investments | January 23, 2025 (requires subscription)
Connecticut Retirement commits $2 billion to alternatives
Plastics News | January 27, 2025 (requires subscription)
Will 2025 bring an M&A surge to plastics?
Reuters | January 31, 2025
Looming tariffs worry Wall Street over earnings hit, inflation pressure
Alternatives Watch | February 11, 2025 (requires subscription)
Mesirow launches platform for smaller commercial real estate financing
Finextra | February 11, 2025
RBC Capital Markets joins FXPA
Connect CRE | February 12, 2025 (requires subscription)
Mesirow expands structured debt capabilities, launches SASB platform
Mergers & Acquisitions | February 19, 2025 (requires subscription)
Mesirow Investment Banking adds John Calcagnini
South Florida Business Journal | February 20, 2025 (requires subscription)
Meet the 2025 Best Places to Work - #16. Mesirow
Family Wealth Report | February 26, 2025
Who’s moving where in Wealth Management? – Hoxton Wealth, Mesirow
Reuters | March 4, 2025
What Trump’s tariffs mean for markets
The Real Deal | March 17, 2025 (requires subscription)
Tax stability, retail galore grease Mesirow’s multifamily listing
The Bond Buyer | March 20, 2025 (requires subscription)
New Bond Dealers of America chair steering through choppy waters
401K Specialist | March 27, 2025
401GO grows retirement investment offerings with Mesirow
Spark
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