Mesirow Financial Investment Management, Inc.

Norman Schlismann is a financial advisor with Mesirow Financial Investment Management, Inc. in Chicago, IL. He holds Series 63 and Series 65 credentials and has 46 years of industry experience. Schlismann has been with Mesirow Financial since 2001. Mesirow Financial Investment Management’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to a range of clients, including private individuals, institutional investors, and government entities. The firm employs both third-party managers and proprietary private investment products while applying quantitative and qualitative due diligence across various asset classes.

Daniel Nyhan is a financial advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, holding a Series 66 designation with 15 years of industry experience. He has been with Mesirow Financial since 2015. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension plans, government entities, and institutional clients. The firm employs an investment process that includes setting asset allocation targets and conducting due diligence across a range of asset classes, offering access to both third-party managers and proprietary private investment products.

Luis Trujillo is a financial advisor at Mesirow Financial Investment Management, Inc. with three years of industry experience. He previously worked at JPMorgan Securities LLC and Union Bank & Trust Co. from 2019 to 2023. Mesirow Financial Investment Management provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm utilizes a combination of proprietary private investments and third-party managers, applying both quantitative and qualitative due diligence in portfolio construction.

Jennifer Rosenblum is a financial advisor with Mesirow Financial Investment Management, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Mesirow Financial since 1997. Mesirow Financial Investment Management, Inc.’s Wealth Management division serves private individuals, pension plans, government entities, charitable organizations, and institutional clients. The firm provides discretionary and non-discretionary investment management and financial planning, employing a process that includes setting asset allocation targets, conducting due diligence across various investment types, and offering access to both third-party managers and proprietary private investment products.

Michael Bryan is a financial advisor at Mesirow Financial Investment Management, Inc. with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Mesirow Financial since 2006. Outside of his advisory role, he operates a tax preparation practice as a sole proprietor. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base including individuals, pension plans, government entities, and charitable organizations. The firm employs quantitative and qualitative due diligence across various asset classes and offers access to proprietary private investment products and affiliated feeder funds.

Sophia Yudkowsky is a financial advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, with eight years of industry experience. She holds the Series 66 designation and has been with Mesirow Financial, Inc. since 2017. Sophia serves on the Myra Rubenstein Weis Leadership Board, focusing on educating and empowering people to make informed decisions to prevent hereditary cancers. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm utilizes a comprehensive investment process that includes setting asset allocation targets, due diligence on various investment vehicles, and access to proprietary private investment products.

Stephanie Feldman is an advisor at Mesirow Financial Investment Management, Inc. with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Mesirow Financial since 2013. Outside of her advisory role, Feldman serves as Co-Treasurer for the parent organization of Solomon Schechter Day School, a nonprofit private elementary school. Mesirow Financial Investment Management, Inc. provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm employs both third-party managers and proprietary investment products, focusing on diversified portfolios that include mutual funds, equities, fixed income, ETFs, and alternatives.

Alexander Gordon is a financial advisor at Mesirow Financial Investment Management, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at LPL Financial and Brown Wealth Management. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and other institutional clients. The firm integrates third-party managers and proprietary private investment products within diversified portfolios, applying both quantitative and qualitative due diligence across various asset classes.

Katrina Jones is a financial advisor with Mesirow Financial Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at Mesirow Financial Investment Management and Mesirow Financial since 2021, with prior experience at Bankers Life Securities and TradeStation. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, government entities, and charitable organizations. The firm employs quantitative and qualitative due diligence in portfolio construction and offers access to proprietary private investment products and third-party managers.

Erin Sheahan is a financial advisor at Mesirow Financial Investment Management, Inc. She holds a Series 66 designation and recently began her career in the industry. Prior to joining Mesirow, she held roles in education and hospitality. Mesirow Financial Investment Management, Inc. offers investment management and financial planning services to private individuals, institutional clients, and government entities. The firm uses both proprietary and third-party products, applying quantitative and qualitative due diligence to construct diversified portfolios across various asset classes.

James Gaines is a financial advisor at Mesirow Financial Investment Management, Inc. with 14 years of industry experience. He has been with Mesirow Financial since 2015 and holds the Series 66 designation. Mesirow Financial Investment Management’s Wealth Management division serves private individuals, pension and profit-sharing plans, governmental entities, charitable organizations, and institutional clients. The firm offers discretionary and non-discretionary investment management and financial planning, utilizing both third-party managers and proprietary private investment products tailored through quantitative and qualitative due diligence.

Craig Price is a financial advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, holding the CFP® designation with 32 years of industry experience. His prior roles include positions at Imprint Wealth LLC, Impact Capital Funds, Inc., Laidlaw Wealth Management, CapitalRock Financial, and Hayden Royal. Mesirow Financial Investment Management’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning to private individuals, institutional clients, and government entities. The firm employs a disciplined investment process involving asset allocation, due diligence, and access to proprietary private investment products and third-party managers.

Nancy Zehr is a financial advisor at Mesirow Financial Investment Management, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including American Global Wealth Management, Imprint Wealth, Laidlaw & Company (UK), and Raymond James & Associates. Outside of her advisory role, she serves as secretary of a local nonprofit robotics foundation supporting a school district program and participates as a poll inspector and assistant clerk for elections in Martin County, Florida. Mesirow Financial Investment Management, Inc. provides discretionary and non-discretionary investment management and financial planning to a range of clients including private individuals, institutional investors, and government entities. The firm employs a structured investment process and offers access to proprietary and third-party investment products, including institutional real estate and private equity funds.

Wenli Tan is a financial advisor at Mesirow Financial Investment Management, Inc. with 12 years of industry experience. She holds a Series 66 designation and has been with Mesirow since 2009, also working briefly at Precision Fiduciary Partners LLC. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, government entities, and charitable organizations. The firm employs a structured investment process involving Investment Policy Statements, asset allocation, due diligence, and may use third-party sub-advisors alongside proprietary private investment products.

Darren Feld is a ChFC® and Series 66 credentialed financial advisor with 25 years of industry experience. He has been with Mesirow Financial, Inc. since 2004. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm utilizes both third-party managers and proprietary private investment products, applying quantitative and qualitative due diligence across various asset classes and offering access to specialized strategies and proprietary feeder funds.