Alex Gordon Enhances Mesirow's Wealth Management Team
Investor - People | Apr 09, 2025 | Mesirow Financial Private Equi
Mesirow, an independent financial services firm, has announced the addition of Alex Gordon, CFP, to its Wealth Management team. Gordon brings a wealth of experience in financial planning for high net worth individuals and families, aligning with Mesirow’s strategic emphasis on multi-generational client service. Mesirow Wealth Management provides comprehensive, customized wealth planning and investment services, with more than $12.4 billion in assets under management or advisement. The firm's past acquisitions include Price Wealth Management and Front Barnett, further expanding its capabilities. Mesirow was recently ranked 41st on Barron’s 2024 list of Top 100 RIA Firms, reflecting its substantial growth, strategic acquisitions, and emphasis on technology and diversity. Alex Gordon previously worked at LPL Financial, where he excelled in comprehensive financial planning, and joins a team led by senior leaders like Lee Gordon and Stephanie Feldman at Mesirow.
Sectors
- Wealth Management
- Financial Services
Geography
- United States – Mesirow is headquartered in Chicago, Illinois, and its operations primarily focus on the U.S. market.
Industry
- Wealth Management – Involves managing and planning the financial portfolios of high net worth individuals and families, a key focus of Mesirow's services.
- Financial Services – Mesirow operates within the broader financial services industry, providing investment management, advisory, and capital markets services.
Financials
- 12.4 billion – Assets under management or advisement by Mesirow Wealth Management.
- 306.2 billion – Assets under supervision by Mesirow overall.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Mesirow | Hiring and Managing Firm | Companies | An employee-owned independent financial services firm providing wealth management, investment, and advisory services. |
| Alex Gordon | Wealth Advisor | People | Recently hired by Mesirow Wealth Management to enhance their personalized financial planning services. |
| Price Wealth Management | Acquisition by Mesirow | Companies | An RIA firm in Stuart, Florida, recently acquired by Mesirow. |
| Front Barnett | Acquisition by Mesirow | Companies | A Chicago-based investment counseling firm for high net worth individuals acquired by Mesirow. |
| Brian Price | CEO of Mesirow Wealth Management | People | Leads Mesirow Wealth Management and oversees strategic growth and client services. |
| LPL Financial | Previous Employer of Alex Gordon | Companies | Alex Gordon's former employer, where he worked in financial planning before joining Mesirow. |