Brian Joel Shevitz
Membre du Comité d'Investissement chez Mesirow Financial Investment Management, Inc.
Profil
Mr. Brian J.
Shevitz is a Senior Managing Director at Mesirow Financial Investment Management, Inc. He works with high net worth individuals, business owners and not-for-profit entities to create comprehensive wealth management strategies.
He began his career at Mesirow Financial in 1995.
Mr. Shevitz serves on the Wealth Advisors Executive Committee that oversees the strategic direction of the Wealth Advisors group, and is the chairman of the Wealth Advisors Investment Management Committee.
He is also a member of the Mesirow Financial Advisory Strategy Committee.
Mr. Shevitz earned a BA in English and History from Lafayette College.
He is a CERTIFIED FINANCIAL PLANNER™ professional.
Postes actifs de Brian Joel Shevitz
| Sociétés | Poste | Début |
|---|---|---|
Mesirow Financial Investment Management, Inc.
 Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Membre du Comité d'Investissement | 01/02/1995 |
Formation de Brian Joel Shevitz
| Lafayette College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Mesirow Financial Investment Management, Inc.
Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Finance |
