Spark | 3Q2024
In this issue: Explore most read insights from across the firm, read about our most recent Wealth Management acquisition and learn about the firm’s recent industry awards and recognition.
Insights 360
Review this quarter’s expert views from across Mesirow on Markets and Investing, Wealth Management and Retirement.
Mesirow named a Barron’s Top RIA firm
We are pleased to announce that the firm has been recognized as Barron’s Top 100 RIA Firm for the fourth consecutive year. This year, Mesirow advances to a ranking of #41 from #48 in 2023, reflecting the firm’s focus on growing its Wealth Management business through both organic growth and strategic acquisitions.
Mesirow acquires Florida-based RIA
Mesirow is pleased to announce that Craig Price, CFP®, CTFA, has joined Mesirow Wealth Management as a Wealth Advisor based in Stuart, FL. Craig and Senior Client Relationship Specialist Nancy Zehr, CTFA, will serve Mesirow’s growing base of high net worth families and individuals in Florida, providing comprehensive financial planning and firsthand understanding of planning considerations specific to the Florida region.
David Nirtaut elevated to Chief Investment Officer of Mesirow Strategic Fixed Income
Effective October 1, 2024, David Nirtaut, former Co-Chief Investment Officer, became the sole Chief Investment Officer of Mesirow Strategic Fixed Income following a long-planned succession strategy. Nirtaut joined Mesirow in May 2022, bringing more than 25 years of portfolio management, asset allocation and investment strategy experience.
Mesirow Wealth Advisors recognized by Forbes
Wealth Advisors Jeffrey Condren, CFP® and Brian Lorber, CFP® have been named 2024 Best-in-State Top Next-Gen Wealth Advisors by Forbes. Based on advisor surveys and interviews, the list comprises 1,621 top professionals born in 1985 or later who have a minimum of four years of experience and represent “the very best advisors who are laser focused on having a positive impact on their clients' lives.”
Mesirow celebrates Hispanic Heritage Month
This Hispanic Heritage Month, Mesirow is proud to recognize the histories, cultures and contributions of individuals whose ancestors came from Spain, Mexico, the Caribbean and Central and South America.
Earned media highlights
Plastics News | July 15, 2024
Plastics M&A market battles high interest rates
Label & Narrow Web | July 15, 2024
Mesirow details promotions of Rick Weil and Melanie Yermack
Citywire | August 1, 2024
Mesirow’s Leo Harmon: Investing is about ‘finding a good house in a good neighborhood’
Dallas Innovates | August 14, 2024
North Texas-Based Inovar Packaging Acquires Ohio’s The Kennedy Group
Daily Telegraph | August 18, 2024 (requires subscription)
Questor: This biotech firm is profiting from an overlooked area of healthcare
Reuters | August 23, 2024
Dollar falls after Powell greenlights September easing
Phoenix Business Journal | August 27, 2024
Houston joint venture sells Phoenix metro luxury apartments for $152M
Connect Money
Mesirow grows Florida wealth management footprint
Investment News | September 3, 2024
Mesirow snaps up Florida-based Price Wealth Management
Crain’s Chicago Business | September 3, 2024
Mesirow looks to boost Florida footprint as clients head south
Citywire | September 16, 2024 (requires subscription)
Small-cap stars are buying this forecast-smashing biotech
Rankings and/or recognition by unaffiliated rating services and/or publications are not indicative of a firm’s future performance nor do they evaluate the quality of services provided to clients nor should they be construed as a current or past endorsement of Mesirow by any of its clients. Please see this page for important information.
Spark
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