David Scott Israel
Gestor de Cartera-Acciones en Mesirow Financial Investment Management, Inc. .
Perfil
Mr. David S.
Israel is a Senior Managing Director at Mesirow Financial Investment Management, Inc. He works with individuals, families and small businesses to develop and implement wealth management strategies.
Mr. Israel consults with his clients on the full scope of their financial needs, including investment management, estate planning, retirement planning, income protection, and more.
Through this comprehensive approach, he guides clients through three important stages; wealth development, wealth preservation and wealth distribution.
He joined the firm in 1999 and has more than 19 years of experience in the financial services industry.
He was recently appointed to the investment committee for the United Way of Lake County.
Mr. Israel earned a BA from the University of Wisconsin.
He is a CERTIFIED FINANCIAL PLANNER™ professional.
Cargos activos de David Scott Israel
| Empresas | Cargo | Inicio |
|---|---|---|
Mesirow Financial Investment Management, Inc.
 Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Gestor de Cartera-Acciones | 01/05/1999 |
Formación de David Scott Israel.
| University of Wisconsin | Undergraduate Degree |
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Empresas relacionadas
| Empresas privadas | 1 |
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Mesirow Financial Investment Management, Inc.
Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Finance |
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