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Local Voices

Mesirow Financial Promotes David Israel to Senior Managing Director

CHICAGO (June 11, 2013) — Mesirow Financial today announced the promotion of David S. Israel (36) to a senior managing director in the Investment Advisory group. This promotion recognizes Israel’s continued dedication to client service, business development and the firm. David Israel is a senior managing director in the Investment Advisory group of Mesirow Financial and co-leader of The Blumberg/Israel Advisory Group. He works with individuals, families and small businesses to develop and implement wealth management strategies. The group consults with clients on the full scope of their financial needs including investment management, estate planning, retirement planning and income protection in order to help clients with wealth development, preservation and distribution. Israel joined Mesirow Financial in 1999. He is a Certified Financial Planner™ practitioner (CFP®) and an Accredited Investment Fiduciary® designee (AIF®). Israel received a bachelor of arts degree from the University of Wisconsin. Israel and his wife and three children live in Highland Park. About Mesirow Financial Investment Advisory Group Mesirow Financial Investment Advisory Group provides investment management and retirement plan fiduciary services to individuals, families, corporations and non-profit organizations. With more than $4.1 billion in assets under advisement, the group has earned a reputation for effectively managing its clients’ needs and goals through offices in Chicago, Highland Park and Oak Brook. About Mesirow Financial Retirement Plan Advisory Group As a market leader, Mesirow Financial's Retirement Plan Advisory practice oversees more than $4.4 billion in assets and provides comprehensive, co-fiduciary consulting services to retirement plan sponsors. The group objectively assists plan sponsors in establishing and maintaining a consistent and ongoing documented process of prudent oversight and due diligence. Given the pressures retirement plan committees face, the group’s mission is to help plan sponsors to develop retirement plans that are valued, cost effective and competitive. About Mesirow Financial Mesirow Financial is a diversified financial services firm headquartered in Chicago. Founded in 1937, the firm remains independent and employee-owned with approximately 1,200 employees globally. With expertise in Investment Management, Global Markets, Insurance Services and Consulting, Mesirow Financial strives to meet the financial needs of institutions, public sector entities, corporations and individuals. For more information, visit mesirowfinancial.com. ###

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