Community Corner
Mesirow Financial Promotes Winnetka Resident Charles B. "Chuck" Lawless to Senior Managing Director
Mesirow Financial Promotes Winnetka Resident Charles B. “Chuck” Lawless to Senior Managing Director
CHICAGO (July 9, 2013) — Mesirow Financial today announced the promotion of Charles B. “Chuck” Lawless to senior managing director in its Investment Advisory group. This promotion recognizes his continued dedication to client service, business development and the firm.
Chuck Lawless joined Mesirow Financial in 1996 and formed The Lawless Advisory Group in November of 2000. He works with high net worth individuals to develop custom investment management strategies, short- and long-term retirement solutions and estate planning components. Lawless also works with numerous organizations as an advisor to their qualified retirement plan programs. He is an Accredited Investment Fiduciary® designee (AIF®). In 20012, he was nominated for the Association of Fundraising Professionals 2012 Executive Leader Award. In 2010, he was nominated for New Trier Township High School 2010 alumni Achievement Award given to select graduates each year whose lives and careers are spent upholding the New Trier values of inquiry, compassion and services. In 2009, he was awarded the Mesirow Financial 2009 Norman Award for Collaboration. He is co-founder of The New Trier Tyro Society, a non-profit organization that provides summer internships to recipients of college scholarships from New Trier High School in Winnetka, Illinois. Lawless is an Eagle Scout, a graduate of The Citadel, president of the Chicago/Midwest Citadel Club and a board member of both The Citadel School of Business Administration Advisory Board and the Advisory Committee for the Center for Financial Services Education. He was recently co-chair of the Pulmonary Fibrosis Foundation “2012 Breathe Benefit.” Lawless and his wife and three children live in Winnetka, Illinois.
About Mesirow Financial Investment Advisory Group
Mesirow Financial’s 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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