Highland Park, IL Central Ave Office

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.

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.

William Robbins II is a financial advisor with Mesirow Financial Investment Management, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Mesirow Financial since 1998 and also has a long-standing affiliation with the University of Iowa beginning in 1993. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a range of clients including private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm employs a disciplined process involving Investment Policy Statements, asset allocation targets, and due diligence across various asset classes, and offers access to proprietary private investment products and third-party managers.

Lee Gordon is a financial advisor at Mesirow Financial Investment Management, Inc. with 39 years of industry experience. He has been with Mesirow Financial since 1992 and holds Series 63 and Series 65 designations. 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 utilizes both third-party managers and proprietary private investment products, employing quantitative and qualitative due diligence across various asset classes and may engage sub-advisors for specialized strategies.

David Engle is a financial advisor with Mesirow Financial Investment Management, Inc., holding a Series 66 designation and 24 years of industry experience. He has been with Mesirow Financial since 2004 and previously worked at LaSalle Financial Services from 2002 to 2004. Engle serves as a board member of the University of Illinois College of Business Alumni Association. Mesirow Financial Investment Management’s Wealth Management division provides investment management and financial planning services to a diverse client base including private individuals, pension plans, government entities, and charitable organizations. The firm employs both proprietary and third-party investment strategies, managing a range of assets from mutual funds to alternative investments.

Steven Mesirow is a financial advisor with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Mesirow Investment Services Inc. since 1992 and Mesirow Financial, Inc. since 1991. Outside of his advisory role, he is a Senior Managing Director at Knowbituary, a software subscription startup. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning for a range of clients including individuals, pension plans, government entities, and institutional clients. The firm employs both proprietary private investment products and third-party managers and conducts quantitative and qualitative due diligence to construct portfolios aligned with client investment policies.

Paul Blumberg is a financial advisor with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has been with Mesirow Financial, Inc. since 1993 and with Mesirow Investment Services, Inc. since 1983. He serves as a director for the nonprofit organization I Have a Dream. 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 employs an investment approach that includes creating Investment Policy Statements, setting asset allocation targets, and conducting due diligence across various asset classes, while offering access to both third-party managers and proprietary private investment products.

Kimberly Petricca is a financial advisor with Mesirow Financial Investment Management, Inc. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. Her prior roles include positions at Alera Investment Advisors, LLC, Triad Advisors, Inc., and GCG Financial LLC. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension and profit-sharing plans, government entities, and institutional clients. The firm employs a comprehensive investment process that includes setting asset allocation targets, applying due diligence across various asset classes, and utilizing both proprietary and third-party investment products.

Robert Martin is a financial advisor with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Martin has been with Mesirow Financial since 2008. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm employs a disciplined investment process, including the preparation of Investment Policy Statements and due diligence across various asset classes, and offers access to proprietary private investment products and third-party managers.

Clint Fyffe is a CFP® with 15 years of industry experience, currently serving at Mesirow Financial Investment Management, Inc. since 2007. He holds a Series 63 designation and is based in Highland Park, IL. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm employs a comprehensive investment process that includes setting asset allocation targets, due diligence on various asset classes, and access to proprietary private investments and third-party managers.

Brian Shevitz is a financial advisor at Mesirow Financial Investment Management, Inc. with 33 years of industry experience. He has been with Mesirow Financial since 1995 and holds Series 63 and Series 65 licenses. 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 employs both third-party managers and proprietary private investment products, applying quantitative and qualitative due diligence across a broad range of asset classes.

Brandon Kerndt is a financial advisor with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 66 credentials and has 30 years of industry experience. His prior experience includes ten years at Charles Schwab before joining Mesirow Financial in 2010. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a range of clients, including individuals, pension plans, government entities, and charitable organizations. The firm constructs portfolios using Investment Policy Statements, asset allocation targets, and due diligence across various asset classes, and offers access to both third-party managers and proprietary private investment products.

Gabriel Korach is a financial advisor with Mesirow Financial Investment Management, Inc., holding a Series 66 designation and 15 years of industry experience. He has been with Mesirow Financial since 2010. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services. The firm serves private individuals, institutional clients, and government entities, using both third-party managers and proprietary private investment products.