Meet your Mesirow Wealth Management team
We serve our clients through a personal, individualized approach to reaching financial goals, helping build comprehensive wealth plans and guiding important financial decisions through changing markets.
2024 Best-In-State Award
Jeff was recently named to the 2024 Best-in-State Top Next-Gen Wealth Advisors ranking by Forbes! According to Forbes.com, “We believe our Top Next-Gen Wealth Advisor rankings are an early peek of our future Top Wealth Advisor rankings… They’re seasoned, have lived through market cycles, and their deep relations with families — often representing three or more generations — position them among the best wealth management has ever seen… Most importantly, the very best advisors are laser focused on having a positive impact on their clients' lives. They want to add meaning, help them live better lives.” To see Jeff’s profile visit here.
Northwest Suburban Estate Planning Council
Mesirow was represented by Andrew Mutlu at the latest Northwest Suburban Estate Planning Council meeting. The council is made up of financial professionals who practice estate planning. Andrew provided a presentation to the attendees regarding topics pertaining to estate planning.
Learn more about the Council here.
Music Matters benefit
This past May, the Ravinia Associates Board hosted the “Music Matters” benefit to raise funds for, Reach Teach Play, an organization that promotes music education in the area. As a member of the board, Jeff Condren was on stage in front of 500+ attendees to provide the introductions of the speakers. Over $550,000 was raised this year, the most in the Board’s history!
Learn more about The Ravinia Associate Board
Magic of Music golf outing
Bill and Jeff recently attended the Magic of Music golf outing. The event was in support of the Ravinia board of trustees who were raising money for Reach Teach Play. Along with wealth advisor attendees Mesirow was also represented by Richard Price, Executive Chairman of Mesirow, and his wife who sponsored the 10th hole.
Morningstar: Small wins can add up to long-term investing success. Just ask Roger Federer
Roger Federer explained in a speech how his success came from consistently winning just over half of the points he played in his tennis career, showing how small, steady advantages can grow into something great. Similarly, successful investing relies on discipline and strategies like managing costs, diversifying globally, choosing the right managers, and rebalancing portfolios to turn tiny gains into long-term success.
CNBC: Year-end Roth IRA conversions are popular — but don't wait too long, financial experts say
If you're thinking about converting your IRA to a Roth IRA by the end of the year, we always recommend starting early to avoid delays. A Roth conversion allows for tax-free growth later, but you'll need to pay taxes now, and waiting too long could complicate the process, especially with year-end.
Barron's: 7 Smart money moves to finish 2024 strong
As the year ends, it's a great time to check your finances and make adjustments to meet your goals. Experts recommend focusing on savings, preparing for taxes, using health benefits like flexible spending accounts, reviewing insurance during open enrollment, and considering smart ways to give to charities or loved ones. |
Values in action
Ravinia Associates Board
Jeff was recently interviewed about his work on the Ravinia Associates Board, where he has served since 2015 and recently appointed as Board Chair. Jeff shared how Ravinia has become a central part of his family’s lives and how its work is impacting the community.
Corporate Cup Challenge
We recently participated in the Lurie Children's Corporate Cup as part of our continued commitment to the community. Team member Andrew Mutlu (first row, bottom right on the end) represented our team as a part of the Mesirow team that raised funds to support patients at Lurie Children's Hospital.
Community commitment
As part of Mesirow's commitment to our community, we recently helped with some painting at Lambs Farm. Lambs Farm's mission is helping people with developmental disabilities lead productive, happy lives and connecting with the human spirit in us all. Photo: Bill is shown on the left and Jeff is on the right. Mesirow is not affiliated with this organization.
Habitat for Humanity
As part of our team’s commitment to our community, Bill serves on the leadership committee for the Northwest Chapter of Habitat for Humanity. With thousands of hours of work, Bill and his fellow volunteers have helped build homes for deserving families in Elgin and neighboring communities.
Habitat for Humanity was founded on the conviction that every man, woman, and child should have a simple, durable place to live in dignity and safety, and that decent shelter in safe communities should be a matter of conscience and action for all.
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