Brian Lorber is a Senior Managing Director in Mesirow Wealth Management. He creates customized financial plans that integrate income tax, estate, charitable and investment planning for affluent individuals, corporations and institutions. Brian serves as a member of the Wealth Management Investment Committee.
Brian joined Mesirow in 2010 and has 14 years of experience in the investment industry, specializing in portfolio design and planning. He and his team have spent decades building strong relationships with their clients and now proudly serve four generations of some families. Brian was recently named to the 2024 Best-in-State Top Next-Gen Wealth Advisors ranking by Forbes.
Brian earned a Bachelor of Science in Accountancy and a Master’s Degree in Accountancy from the University of Illinois. Brian has successfully passed the Certified Public Accountant (CPA) exam and holds an Illinois insurance license in health, life, and variable annuities. Brian is a CERTIFIED FINANCIAL PLANNER® professional.