Lee M. Gordon Email & Phone Number

With over 38 years of experience – 32 of them at Mesirow - I have dedicated my career to providing wealth and investment advisory services to families and business owners, driven by a deep-rooted passion for helping all achieve their financial goals and secure the well-being of their loved ones and enterprises. Alongside my dedicated team, we employ diligent financial planning methodologies, often collaborating closely with our clients' other advisors to ensure holistic decision-making.My areas of expertise include Portfolio Management, Investment Advisory, and Financial Planning, with a particular focus on serving Retirees and Business Owners. I derive immense satisfaction from guiding these groups through the complexities of financial management, tailoring our strategies to suit their unique needs and aspirations.Beyond my professional pursuits, I am an avid golfer and cherish moments spent attending theater and concerts with my wife, finding joy and relaxation in these shared experiences. We split our time between Chicago, San Diego, and Boulder, Colorado where we spend time with our three adult children and one grandchild. I also enjoy golf, skiing, hiking, Tequila, and Oregon Pinot Noir.Additionally, I am deeply committed to giving back to the community. I am a founder of the Chicago Scholars Foundation, Chairman of the HIAS Foundation Board of Directors and a past president of JCYS (Jewish Council for Youth Services.)About Mesirow: Mesirow is independent, employee-owned, and ranked in Barron’s list of 2023 Top 100 RIA Firms. Mesirow Wealth Management has served clients via a personal, custom approach to reaching financial goals for 85 years. Disclosure: https://www.mesirow.com/award-recognition-disclosuresAs for my team, we pride ourselves on delivering personalized and comprehensive wealth plans tailored to each client's unique circumstances. With a steadfast commitment to guiding our clients through changing market landscapes, we stand ready to support them in achieving their financial objectives with confidence and clarity. Learn more about us here - https://www.mesirow.com/capabilities/wealth-management/gordon-team

Listed skills include Estate Planning, Portfolio Management, Investment Advisory, Retirement Planning, and 2 others.