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Chris Pohlman
Membre du Comité d'Investissement chez Mesirow Financial Investment Management, Inc.
Profil
Mr. Christopher J.
Pohlman, Jr., is a Senior Managing Director at Mesirow Financial Investment Management, Inc. He helps qualified retirement plan sponsors develop creative solutions that help drive positive outcomes for organizations and their employees.
Mr. Pohlman focuses on establishing defined plan management strategies and workflow processes for employers, as well as manages high-level vendor relationships.
He also partners with high net worth individuals, business owners and not-for-profit entities to create comprehensive wealth management strategies.
Mr. Pohlman began his career at Mesirow Financial in 1999 and has more than 19 years of financial services expertise.
He maintains a senior leadership position in the firm’s Retirement Planning and Advisory group, which encompasses more than 300 client relationships and oversees over $4.0 billion in assets under advisement and management.
Mr. Pohlman is also a member of the group’s investment committee, which is responsible for establishing the asset allocation guidelines for the group’s model investment portfolios, as well as performing due diligence functions on the external money managers.
He serves on the board of directors for Choose DuPage, an economic development organization for DuPage County, Illinois.
Mr. Pohlman has been involved in numerous not-for-profit boards.
He earned his BA from Benedictine University and holds the Chartered Retirement Plans Specialist (CRPS) and Accredited Investment Fiduciary (AIF) designations.
Postes actifs de Chris Pohlman
Sociétés | Poste | Début |
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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 | 01/01/2004 |
Formation de Chris Pohlman
Benedictine University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Entreprise privées | 1 |
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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 |