Syd Kamath is a Quantitative Research Operations Analyst in Mesirow Fiduciary Solutions She is responsible for providing multi-purpose research support for the groups investment management priorities Areas of focus include strategic asset allocation and capital market assumptions understanding operating and improving existing quantitative financial processes and assisting in the development of…

Katie Renouf is a Senior Vice President on the Mesirow Capital Formation and Currency Solutions team Based in London Katie is responsible for marketing and distributing the firms private capital and currency capabilities to institutional investors and investment consultants across Europe with a particular focus on Currency solutions Katie has 20 years’ experience primarily in FX roles for large…

Katie (Chenyu Yin is an Associate Consultant in Mesirow Fiduciary Solutions She provides extensive quantitative and qualitative investment research for the groups fiduciary partnership consulting institutional due diligence and other related engagements Prior to joining Mesirow in 2024 Katie interned with consulting and e-commerce firms where she primarily focused on product research pricing…

Katrina Jones is a Vice President and Supervisory Principal in Mesirow Wealth Management an SEC-Registered Investment Advisor firm As a Supervisory Principal Katrina works to ensure the division’s compliance with firm policies and supervisory procedures She uses her knowledge of SEC and FINRA rules and regulations to apply regulatory guidance along with the firm’s policies and procedures in the…

Taking time to review and reassess your estate plan on a regular basis is an important habit to adapt once you’ve put planning into place Stop check-in take inventory , Think about the answers to these questions, Who will handle your affairs in the event of incapacity Do you have a health care directive Are proper beneficiaries named on insurance policies retirement accounts and other accounts Do you have children who are minors or have special needs If something were to happen to you do you have a clear objective as to how you want your assets to be distributed and to whom How are other assets titled Do…, What are Powers of Attorney and why do I need them, A durable power of attorney for property (POA allows an individual to appoint an agent to handle their financial affairs in the event of disability This would include things like payment of bills (any assets held within a trust would be managed by the successor trustee Similarly healthcare decisions would be made by an appointed agent under a Power of Attorney for Health Care Take action If you…, What is a Will, A will is a public document that transfers separately owned property under a court appointed probate proceeding A will does not supersede transfers that occur automatically such as joint bank accounts jointly held real estate and assets with beneficiary designations The will also names guardians for minor children An executor is the named individual or third party appointed to carry out the terms…, Do I need a Revocable Trust, Many individuals feel that because the current 2025 Federal Estate Tax exemption is $1399 million that an estate plan is not needed unless their wealth exceeds this amount ¹ This is not always the case For example residents of Illinois could have an estate subject to state estate taxes while not having an estate subject to federal estate tax Currently the Illinois estate tax exemption is…, What does a trust do, During one’s lifetime the grantor retains full power of the assets in the trust the trust is NOT treated as a separate tax entity for income tax purposes the trust is revocable In the event the individual becomes incapacitated the named successor trustee would take over the administration of the trust assets including distributing funds to the individual his/her spouse and their dependents…, Published February 2025, 1  https//wwwirsgov/businesses/small-businesses-self-employed/estate-tax 2 https//wwwfaegredrinkercom/en/insights/publications/2025/1/2025-estate-tax-exemptions-and-planning-considerations#~text=or%20inheritance%20tax-Illinoistax%20exemption%20is%20not%20portable    

Keith Gustafson is a Managing Director of Asset Allocation and Retirement Income in Mesirow Fiduciary Solutions As a member of the research team he is responsible for developing innovative manager selection and portfolio construction methodologies and working directly with clients to develop custom target risk and target date portfolio solutions Keith has more than 35 years of experience in…

Kelli Caudill serves as Director of Mesirow Investment Banking Operations In this capacity Kelli oversees the day-to-day operations of the Investment Banking group she works closely with business partners at the firm including facilities human resources internal audit marketing and technology Further Kelli serves as Senior Vice President Corporate Initiatives where she works closely with…

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…

Ketan Shah serves as Mesirow Chief Strategy Officer and General Counsel In his role as Chief Strategy Officer Ketan works closely with CEO Natalie Brown Mesirow’s Board of Directors as well as Business and Corporate leaders to develop and implement the firm’s strategic growth plan He also oversees Investment Banking Wealth Management Fiduciary Solutions and Human Resources In his capacity as…