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Mesirow launches Participant Managed Account Program
Mesirow Financial today announced the launch of Mesirow Financial Precision Retirement® a participant managed account program that is designed to enhance financial wellness and offer professional portfolio management for retirement assets Mesirow Financial Precision Retirement combines retirement planning advice and reporting proactive dynamic messaging to achieve targeted outcomes and Mesirow…, About Mesirow , Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices in 21 cities we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what matters our…, About Financial Soundings, Founded in 2007 Financial Soundings is an SEC-registered investment advisory that created a state-of-the-art Retirement Readiness and Employee Communication platform Seamlessly integrating with dozens of leading record keepers and hundreds of retirement plan advisors nationally as a third-party independent provider the Financial Soundings’ solution effectively bridges the gap between employees…
Mesirow launches Structured Debt capabilities as part of firm’s strategic expansion in Florida and U.S. Southeast
• Firm hires Patrick Leary as Managing Director Institutional Sales and Trading responsible for leading Mesirow’s new Structured Products group • Role is part of firm’s strategic expansion in Florida and the Southeast initial focus on Capital Markets Wealth Management and Retirement Advisory Services, CHICAGO November 16 2021, – Mesirow an independent employee-owned financial services firm today announced Patrick Leary has joined as a Managing Director in Mesirow Institutional Sales and Trading Leveraging more than 20 years in the fixed income markets Patrick will be based in Mesirow’s established Boca Raton office and will focus on building and overseeing Mesirow’s new Structured Debt capabilities Patrick is the…, Jeff Lew Senior Managing Director Institutional Sales and Trading and head of Mesirow’s Miami office, “Patrick brings specific skills that will broaden our ability to serve our clients” said, George Barbar Senior Managing Director and head of regional expansion, “His perspectives on global macroeconomic and bond market trends will generate deep value as we continue to develop customized differentiated financial solutions Patrick’s new role reflects our commitment to this key market as well as increasing our philanthropy and connectivity with the local business community throughout the region We are pleased to welcome him to our team” “We are excited to…, Jeff Levine Chief Operating Officer Institutional Sales and Trading, Patrick joins Mesirow from InspereX formerly Incapital where he served as Head of Trading and most recently as Chief Market Strategist and senior trader Over the course of his career which also encompasses roles at Primevest Financial and R Seelaus & Co Patrick has traded rate products corporate bonds mortgage-backed securities and municipal bonds and analyzed fixed income markets “I am…, Patrick Leary Managing Director, “I share the firm’s deep commitment to customizing diverse financial products and services and look forward to contributing to the firm’s strong momentum” Patrick is on the board of the South Florida Bond Traders Association Patrick earned a Bachelor of Science degree in finance and financial management services from St Cloud State University He holds FINRA Series 7 24 55 and 63 licenses , About Mesirow Institutional Sales and Trading, As part of the firm’s Capital Markets and Investment Banking unit Mesirow Institutional Sales and Trading provides sophisticated market analysis individualized service customized investment strategies and market liquidity to serve institutional investors’ unique needs With 60+ traders sales professionals and analysts aligned by fixed income sector and $174 billion in annual trading volume as of…, About Mesirow , Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with locations around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what…
Mesirow Leads $275 million financing of NASA’s Washington, D.C. Headquarters
Mesirow led the $275 million financing of NASA’s Washington DC headquarters Property is owned by a partnership between Ocean West Capital Partners and Hana Alternative Asset Management Through this financing the partnership recapitalized its equity interest in the property and effectively monetized what is currently the 6th largest GSA lease in the country, CHICAGO August 15 2022, – Mesirow an independent employee-owned financial services firm announced it recently led the $275 million financing of NASA’s Washington DC headquarters at 300 E Street SW The property is owned by Hana Alternative Asset Management and managed by Ocean West Capital Partners Proceeds from the financing provided the partnership with attractive fixed rate pricing on debt to be repaid on an interest…, Nat Sager, President of Mesirow Capital Markets “We are extremely pleased by the end result and the satisfaction it provided to the client and our institutional fixed income investors” Mesirow served as Placement Agent and Administrative Agent on the financing Cushman and Wakefield also served as advisor to the borrower in shaping the loan request and brokering the ultimate engagement with Mesirow , About Mesirow CTL and Structured Debt Products, Mesirow Credit Tenant Lease (CTL and Structured Debt Products offers clients seeking high leverage credit-backed financing a unique suite of services and access to the institutional debt capital markets Mesirow is able to support transactions and deliver certainty of execution when necessary through access to the firm’s balance sheet To learn more visit mesirowcom/ctlandstructureddebt , About Mesirow, Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what matters…