
Ken Lavelle, CAIA
Ken Lavelle is a Vice President and Senior Investment Analyst in Mesirow Wealth Management. He is responsible for due diligence and ongoing monitoring of traditional and alternative investment mangers for implementation into client portfolios.
Ken has seven years of investment industry experience. Prior to joining Mesirow in 2021, he created financial models and managed tax efficient portfolios for high-net-worth individuals and foundations. Ken also has experience providing tax services to Private Equity Funds and Hedge Funds.
Ken earned a Bachelor of Business Administration in Finance and Accounting from Marquette University. He has successfully passed the Certified Public Accountant (CPA) exams and is a Chartered Alternative Investment Analyst (CAIA®).