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Protect and Grow
Protect and Grow Thank you page
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Public Finance
Public Finance Notable Transactions
Public Private Partnership and Social Infrastructure
Publications - Wealth Management
Putting value on Peace of Mind
by Keith Gustafson CFA and Christopher M ONeill PhD CFA CFP ®, FRM ®, ChFC ®, Abstract, While many provisions of the SECURE Act related to the evaluation of Guaranteed Retirement Income (GRI products can be satisfied through a qualitative due diligence process the provisions related to the balance between costs and benefits requires a quantitative assessment The variety of benefits and costs as well as the complexity of typical products presents significant challenges for meeting…
Radio and Podcasts
Rafique Khan
Rafique Khan is a Managing Director of Technology in Mesirow Fiduciary Solutions He leads all technology initiatives Rafique has 24 years of technology experience within the financial services industry Prior to joining Mesirow in 2014 he was the IT Project Manager and Lead Architect for BP America’s Trust Investments group In this role he was responsible for managing all technology initiatives…