JPMorgan Chase Vet Bean Joins Mesirow Financial as Wealth Advisors CEO



Mesirow Financial appointed Melissa Bean president and CEO of Mesirow Wealth Advisors. She succeeds Lee Gordon, who will transition to chairman of Mesirow Wealth Advisors.

Bean will lead Mesirow’s flagship wealth business, which has a long-standing reputation of client and community service built on strong relationships and independent advice. The business has been headquartered in Chicago for over 80 years.

Mesirow Wealth Advisors will leverage Bean’s leadership and management experience from private and public sectors, as well as non-profit organizations, including her deep relationships in the Midwest and Washington, D.C. markets.

Bean joins Mesirow from JPMorgan Chase, where she served as chairman of the Midwest.

“Melissa’s management style and her record as a well-respected business and civic leader will provide the continued emphasis for innovation and collaboration that will be key to strategically growing our business over the next decade of private investing,” said Dominick Mondi, Mesirow president and CEO. “We are grateful to Lee for his accomplishments at Mesirow Wealth Advisors over the past 27 years, and we will continue to rely on his counsel and contributions.”

“I’m excited to join Mesirow’s experienced wealth management team and look forward to building upon its strong reputation of providing dedicated service and unique client value,” said Bean. “Mesirow’s collaborative culture drives success, with an emphasis on optimizing the client experience with engaged, empowered and entrepreneurial teams.”

Bean will report to Mondi directly and will coordinate closely with Gordon to ensure a smooth transition of leadership at Wealth Advisors.

Before JPMorgan Chase, Bean was CEO of the Executives’ Club of Chicago, following her tenure in public service. Bean was elected in 2004, and served three terms in the U.S. Congress, (IL-08), where she was known by Congressional colleagues, the White House and the business community, as a results-oriented, non-partisan leader. She led the task force that wrote key provisions of Dodd-Frank and co-authored the 2010 Small Business Lending Act, business tax credits in the GROW Act and the SAFER NET Internet Child Safety Act; all were signed into law by Presidents Bush and Obama. Prior to Congress, Bean served 20 years in executive roles at Arrow Electronics, Motorola and SynOptics and was founder of SRI.

Founded in 1937, Mesirow Financial is an independent, employee-owned firm which specializes in investment, risk management and advisory services, helping institutional, corporate and individual clients achieve their specific objectives.


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