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.
State of the markets presentation
Sumit Desai gave an insightful presentation to the Northwest Suburban Estate Planning Council on the current “State of the Markets,” providing a comprehensive analysis of recent trends and economic shifts.
Ringing in the New Year
To round out 2024 the team spent an evening at Top Golf to celebrate last year’s achievements. They are looking forward to the continued success and relationships that 2025 will bring!
Dow Jones Market contest
Jeff, President of the Ravinia Associates Board, won the Dow Jones Market guessing contest this year. The former chairman of the board of trustees, Don Civgin, presented Jeff the award and congratulated him on his achievements this year, demonstrating his dedication to both the organization and its mission. Throughout 2024 the board raised a total of $8,000 to support buying a flute for a student that the board sponsors, it was a great way to end the holiday season.
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.
Barrons: 6 Steps to Raising Money-Savvy Children
Start teaching kids about money early by helping them save, invest and make spending decisions, so they grow confident in handling finances. As they get older, give them more responsibility, show them how budgeting works, and introduce them to family finances to prepare them for adulthood.
Morningstar: 3 Reasons You Might Need to Boost Your Retirement Savings
Many people are saving for retirement, but they might need to save more. Future investment returns could be lower and the cost of living is rising due to inflation. While some younger workers are on track, many still need to catch up, so it's important to save as much as possible and adjust plans if needed.
CNBC: If you're nearing retirement, these 2025 changes could affect your finances. Here's what to know;
In 2025, older workers can save more for retirement with higher 401(k) catch-up contributions, and new rules will enforce penalties for missed withdrawals from inherited retirement accounts. Also, some public workers and their spouses will get higher Social Security benefits due to a recent law change. |
Values in action
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 moreMusic 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!
Read moreMagic 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.
Read moreRavinia 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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