Mesirow Wealth Advisors Recognized as Top Next-Gen Financial Experts

Mesirow Wealth Advisors Recognized for Excellence

Mesirow is proud to announce that its Wealth Advisors, Jeffrey Condren and Brian Lorber, have been designated as the 2024 Best-in-State Top Next-Gen Wealth Advisors. This prestigious recognition by Forbes highlights the outstanding contributions of these financial professionals, who represent the future of wealth management.

Significance of the Award

The Best-in-State Top Next-Gen Wealth Advisor award is given to exceptional individuals who are quickly becoming leaders in the industry. The criteria for selection encompass both quantitative and qualitative measures that ensure the highest standards of best practices within wealth management. This accolade is especially meaningful as it recognizes professionals who are committed to building strong relationships with their clients.

Background of the Recognized Advisors

Jeffrey Condren, who joined Mesirow in 2015, boasts nearly two decades of experience in the financial services industry. His expertise is pivotal in guiding families through complex financial landscapes. Currently, he serves as President of the Ravinia Associates and is involved with the Ravinia Music Festival as an Executive Board member.

Brian Lorber's Expertise

Brian Lorber has been a vital part of Mesirow since 2010, bringing 14 years of experience in investment management. He has developed strong bonds with his clients, often extending his service to multiple generations within families. His specialization in portfolio design and planning has made significant impacts on his clients' financial health.

Mesirow’s Commitment to Wealth Management

As a distinguished Barron's Top 100 RIA firm, Mesirow Wealth Management prides itself on a client-centered approach that prioritizes personalized service. The firm focuses on evolving wealth management plans that adapt to the changing needs of clients while providing opportunities for investment in both traditional and alternative markets. Currently, Mesirow has assets under management amounting to $11.4 billion, showcasing its robust portfolio.

Understanding the Forbes Ranking Process

Forbes collaborates with SHOOK Research to determine the annual list of top advisors. The evaluation process involves extensive interviews and data analysis, considering criteria like revenue trends, compliance records, and industry experience. This rigorous method ensures that only the most qualified advisors are recognized, which explains why Condren and Lorber’s inclusion in the list is particularly commendable.

Looking Ahead: The Future for Mesirow Wealth Advisors

The acknowledgment from Forbes is not merely an honor; it reflects the growth and dedication of Mesirow Wealth Management in evolving the landscape of financial services. Building on an 87-year legacy, the firm's focus on excellent client service and professional conduct assures their standing as a top-tier financial institution as they pursue future milestones.

Frequently Asked Questions

Who are the recognized advisors at Mesirow?

The recognized advisors are Jeffrey Condren and Brian Lorber, noted for their contributions to wealth management.

What does the recognition by Forbes signify?

The recognition by Forbes signifies a high level of professionalism and excellence in wealth management, highlighting advisors focused on client impact.

What services does Mesirow Wealth Management offer?

Mesirow Wealth Management offers personalized wealth management services that include investment selection, financial planning, and portfolio management.

How has Mesirow established itself in the financial industry?

Mesirow has established itself through a legacy of trust, personalized service, and its status as a Barron's Top 100 RIA firm.

What is the significance of the award?

The award identifies and celebrates emerging leaders in wealth management, reinforcing their commitment to high standards and client relationships.

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