In 1937, Norman Mesirow founded an independent financial services firm owned by employees and invested in the interconnected success of their clients, communities and culture.

Their financial products and services are grounded in understanding of the themes and trends driving opportunity now. They work side-by-side with clients, creating solutions designed to help institutions, corporations, business owners, individuals and families prosper over time.

Today, Mesirow's enduring commitment of eight decades spans three areas of action and accountability: Sustainability, Community Engagement & Diversity, Equity & Inclusion

Financial Services

75 Nonprofit Partners

Nonprofit partners receive strategic support from Mesirow's executive-level leadership on Boards and committees.

30+ African American Students

African American high school students partnered with Mesirow mentors through the LINK Unlimited Scholars program.

20 Years of Engagement

Years of engagement with some of Mesirow's partners at the intersection of philanthropic and DEI commitments.

We invest in what matters-our clients, communities and culture-serving clients through a personal, more custom approach to reaching financial goals and acting as a force for social good.

To serve as a financial services partner of choice, empowering corporations, institutions, business owners, individuals, and families to prosper while driving positive change in the communities where we live and work.

Gregg Lunceford, Ph.D.,CFP

Managing Director and Wealth Advisor in Mesirow Wealth Management

Gregg has 32 years of experience in the financial services industry and works with individuals, families, organizations, athletes, and business owners to help them create comprehensive financial planning strategies designed to accumulate, grow, protect, and distribute their wealth. He is also a Vice Chair of the Mesirow DEI Council.

Prior to joining Mesirow in 2017, he served as a Wealth Advisor for BMO Private Bank, which is a part of BMO Financial Group, and as a Vice President in the private client group at The Northern Trust Company. Gregg began his career in Corporate and Investment Banking as a Director at BMO Capital Markets and J.P. Morgan Chase. Gregg is a frequent speaker on the WGN radio show “Your Money Matters” with host Jon Hansen and a member of the Mesirow Speakers Bureau. These recognized subject area experts provide perspective on the markets and what is top of mind for institutional and individual investors.

Gregg is actively involved with several organizations. He is the chair of the investment committee for the American Heart Association and on the board of directors for the Juvenile Protective Association. He serves as an advisory board member for the Nathan Manilow Sculpture Park at Governors State University. He also serves as an advisory board member for the Quinlan School of Business at Loyola University. Gregg is a former president of the Flossmoor, IL Board of Education which is a publicly elected position. In 2021, Gregg was honored by Chicago United as one of its 50 Leaders of Color for 2021.

Personal Awards and Recognitions

  • Mesirow Named Currency Manager of the Year for the Third Consecutive Year

  • Mesirow Equity Management Awarded Runner-Up for Best ESG Investment Fund: US Equities

  • Honored by Chicago United as one of its 50 Leaders of Color for 2021

  • ABC 7 Chicago Appearance

  • Gregg & his team recently hosted an event at a Chicago Sky game in June

  • Frequent speaker on the WGN radio show “Your Money Matters” with host Jon Hansen

  • Member of the Mesirow Speakers Bureau.

Company Awards and Recognitions

  • European Pensions Awards 2023

  • IPE Conference & Awards 2021

  • The HFM Asian Performance Awards 2022

  • Named one of the Best Places to Work in Chicago by Crain’s Chicago Business

  • One of the Top Workplaces by the Chicago Tribune

Thank you!

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