Mesirow Wealth Management Continues Growth and Expansion of Multi-Generational Services with Hire of Wealth Advisor Alex Gordon

PR Newswire · 04/09 15:00
  • Firm welcomes Alex Gordon, CFP® as a Wealth Advisor.
  • Alex will focus on creating comprehensive, customized wealth planning for high net worth individuals and families.
  • Hire reinforces Mesirow's commitment to multi-generational client service and aligns with its ongoing strategic growth.

CHICAGO, April 9, 2025 /PRNewswire/ -- Mesirow, an independent, employee-owned financial services firm, today announced the addition of Alex Gordon, CFP® as a Wealth Advisor. Alex brings deep experience in financial planning and analysis for high net worth individuals and multi-generational families. He joins a seasoned team that includes Lee Gordon, Senior Managing Director and Stephanie Feldman, CFP®, CTFA, Managing Director.

Mesirow Wealth Management, the firm's founding capability, offers a differentiated approach that balances comprehensive, customized wealth planning with expert investment selection in all markets. The firm provides clients access to traditional stock and bond investment opportunities and alternative investments, enabling their portfolios to evolve along with their lives. Many client relationships span four generations, reflecting Mesirow's deep expertise in advising families at every life stage.

"Throughout our 88-year history, Mesirow Wealth Management has delivered exceptional, concierge-style client service," said Brian Price, CEO of Mesirow Wealth Management. "Alex's experience and client-first approach make him a valuable addition as we continue expanding through strategic hiring, organic growth and future acquisitions in the wealth management space."

"I am excited to join Mesirow Wealth Management and contribute to the firm's unique approach to wealth management," said Alex Gordon. "I look forward to building strong, long-term relationships and helping clients navigate their financial journeys with confidence." Prior to joining Mesirow, Alex served as a Manager of Financial Planners and a Financial Planner at LPL Financial, where he assisted advisors with client data-gathering, financial analysis, and the development of comprehensive financial plans.

Mesirow Wealth Management continues to grow both organically and through strategic acquisitions. Recent milestones include the acquisition of Price Wealth Management, a leading RIA firm in Stuart, Florida, and the acquisition of Front Barnett, a leading Chicago-based investment counseling firm for high net worth individuals. Additionally, recent key hires have expanded Mesirow's capabilities in estate and tax planning.

Mesirow was recently ranked 41st on Barron's 2024 list of Top 100 RIA Firms,1 a ranking based on assets managed, technology investment, staff diversity, and succession planning. Mesirow Wealth Management has more than $12.4 billion in assets under management / assets under advisement,2 and Mesirow overall has $306.2 billion in assets under supervision.3 Learn more about Mesirow Wealth Management.  

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 Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture.

Mesirow has been named one of the Best Places to Work in Chicago by Crain's Chicago Business multiple times and is one of Barron's Top 100 RIA firms. To learn more, visit mesirow.com, follow us on LinkedIn and subscribe to Spark, our quarterly newsletter.

Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc., © 2025, Mesirow Financial Holdings, Inc. All rights reserved. Investment management services provided through Mesirow Financial Investment Management, Inc., Mesirow Institutional Investment Management, Inc. and Mesirow Financial Private Equity Advisors, Inc., all SEC-registered investment advisor, a CFTC registered commodity trading advisors and member of the NFA, or Mesirow Financial International UK, Ltd. ("MFIUK"), authorized and regulated by the FCA, depending on the jurisdiction.

Award recognition disclosures: mesirow.com/award-recognition-disclosures

  1. 2024 Barron's Top RIAs (Received September 2024 for the year 2023 – Licensing fees paid post award for use of the ranking). In order to be considered for the Barron's 2024 Top RIA Firms list, applicants were required to complete a 145-question survey, with the firm's ADV informing the majority of responses. Firms were also required to meet a number of other specified requirements to be eligible for inclusion. Firms were ranked based on various qualitative and quantitative factors, including assets managed, the size and experience of teams, regulatory records of the advisors and firms, technology spending, staff diversity, organic and M&A growth, client segmentation as well as succession planning.
  2. Assets under management is as of 12.31.2024 and Assets under advisement is as of 9.30.2024. Some assets under advisement ("AUA") are on a 45-to-90-day lag due to time needed to confirm away assets.
  3. As of 12.31.2024 unless otherwise noted. | 1. "Assets under supervision" includes regulatory assets under management; assets under advisement; and non-securities currency assets under management. For these purposes: (1) regulatory assets under management ("RAUM") is calculated in accordance with Instruction 5A of Form ADV and includes all assets of securities portfolios (both discretionary and non-discretionary). (2) Some assets under advisement ("AUA") are on a 45-to-90-day lag due to time needed to confirm away assets. (3) Currency assets under management includes AUM associated with (i) active and passive currency risk management products $175.23 billion, (ii) non-fx overlay strategies such as equitization and beta overlays $885.03 million, and (iii) alpha strategies $1.57 billion. In all such cases, AUM is calculated based on notional value of currency investments. Additionally, AUM for alpha strategies is adjusted because clients can select a volatility target (generally between 2% and 12% annualized), which is normalized to 2% in order to create a consistent depiction of alpha strategy AUM. This results in a "scaled" AUM, which is higher than the actual ag6gregate notional value of all alpha strategy portfolios if clients have selected a volatility target higher than 2%. As of 12.31.2024, the "unscaled" AUM for alpha strategies was $365.38 million.

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SOURCE Mesirow Financial Holdings, Inc.