Areas of Focus: Wealth Management, Portfolio Management, Investment Advisory Services Profile: Responsible for managing the firm's Highland Park investment advisory and investment brokerage office Joined Mesirow Financial in 1965 Certified Public Accountant (CPA) Holds property and casualty, life insurance and NASD Series 6, Series 65, Series 7, Series 8 , Series 64 licenses; options principal Education: B.A., University of Illinois Affiliations: Securities Industry Association, past board member Securities Industry and Financial Markets Association (SIFMA), Sales and Marketing Committee, past member SIFMA CEO Round Table, past member SIFMA Regional Firms Committee, past member SIFMA Central States District Committee, past member Green Acres Country Club, past president and board member The Standard Club of Chicago, past president and member of board of director. |