Mesirow

Mesirow was pleased to participate in the 2024 Virtual Diversity CFP career fair in October! As one of 13 participating firms, we valued connecting with candidates across the country and sharing details on our career opportunities. Learn more about how you can build your career at Mesirow: https://lnkd.in/gWUxJuv

Just because your child goes off to college doesn’t mean they know everything there is to know about being an adult. Luckily, Sophia Yudkowsky, CFP® recently wrote a checklist of tips for students to have in their back pocket when taking the first step in becoming a real adult. Read it here: https://lnkd.in/geExPGgt

The US dollar has eased from post-election highs as markets focus on the Federal Reserve's latest move. Read more market insights in Reuters from from Uto Shinohara, CFA, Senior Investment Strategist at Mesirow Currency Management: https://lnkd.in/gq6ubg3k

Mesirow experts weigh in on this quarter’s market influences, with views on the impact of new ground-breaking obesity drugs on the Health Care sector, investing in the growth of AI, a financial checklist for kids heading off to college and much more. It’s all part of our new Spark newsletter, available here: https://lnkd.in/gsGczpVD

Mesirow is thrilled to support the CFA Society Chicago's 37th Annual Dinner as a Bronze sponsor. This event is more than just a gathering—it's a convergence of insights, innovation and opportunity in finance. Members from our Equity Management, Strategic Fixed Income and Wealth Management teams are attending. Here’s to an evening of impactful conversations and collective growth! Leo Harmon, CFA, CAIA, Todd Kurisu, CFA, Sumit Desai, CFA, Peter Wahlstrom, CFA, CFP®, James Gaines, CFA, CFP®, Ken Lavelle, CAIA, CPA, Ethan Aquino #Mesirow #cfasociety #cfachicago

Buy-sell agreements are a critical part of succession planning for small businesses with multiple owners. However, a recent Supreme Court decision revised an existing case that many advisors considered settled law. This new article provides details and discusses how a Mesirow Wealth Advisor can help you include a buy-sell as part of your holistic business and personal financial and estate plans. Read the article here, https://lnkd.in/gmEk7XXh

Douglas Brookman is representing Mesirow Investment Banking at this year’s Florida ACG Capital Connection conference this November in Aventura, FL. Learn more about Doug and our experience and capabilities in investment banking here: https://lnkd.in/gcJET9qd #mesirowinvestmentbanking #financialservices #privateequity

Mesirow Wealth Management’s Jennifer Gartenberg, CFP®, CPA recently shared 7 year-end financial planning tips with Jon Hansen on “Mesirow Monday” on WGN Radio AM 720.Topics included maximizing annual gifting, Roth IRA conversions and tax loss harvesting. Don’t miss the replay! https://lnkd.in/ghspx89c

Join Mesirow’s Michael Zehfuss at ALTSTX November 13-14 in Dallas, TX. ALTSTX is an alternative investment event designed to bring the investor community together for dialogue and discussion on the most relevant topics facing investors and managers today. Learn more here: https://lnkd.in/eU5pcrRN #altstx #CAIA #MesirowCurrencyManagement #currencymanagement #currencytrading #currencyalpha

“Insights 360” features the most-read articles from across Mesirow on the markets, sectors and investing in what matters. Our new "sectors" article is: • Going with the flow You'll find it at: https://lnkd.in/gdY-V9JC