Chris Pohlman

Chris Pohlman

Miembro del Comité de Inversión en Mesirow Financial Investment Management, Inc. .

Finance
Consumer Services

Perfil

Mr. Christopher J.
Pohlman, Jr., is a Senior Managing Director at Mesirow Financial Investment Management, Inc. He helps qualified retirement plan sponsors develop creative solutions that help drive positive outcomes for organizations and their employees.
Mr. Pohlman focuses on establishing defined plan management strategies and workflow processes for employers, as well as manages high-level vendor relationships.
He also partners with high net worth individuals, business owners and not-for-profit entities to create comprehensive wealth management strategies.
Mr. Pohlman began his career at Mesirow Financial in 1999 and has more than 19 years of financial services expertise.
He maintains a senior leadership position in the firm’s Retirement Planning and Advisory group, which encompasses more than 300 client relationships and oversees over $4.0 billion in assets under advisement and management.
Mr. Pohlman is also a member of the group’s investment committee, which is responsible for establishing the asset allocation guidelines for the group’s model investment portfolios, as well as performing due diligence functions on the external money managers.
He serves on the board of directors for Choose DuPage, an economic development organization for DuPage County, Illinois.
Mr. Pohlman has been involved in numerous not-for-profit boards.
He earned his BA from Benedictine University and holds the Chartered Retirement Plans Specialist (CRPS) and Accredited Investment Fiduciary (AIF) designations.

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Miembro del Comité de Inversión 01/01/2004
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Formación de Chris Pohlman.

Benedictine University Undergraduate Degree

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