Stephanie Feldman Overview

  • Primary Position
  • Managing Directo...

Stephanie Feldman General Information

Biography

Ms. Stephanie Feldman serves as Managing Director & Wealth Advisor, Wealth Management at Mesirow Financial. She provides comprehensive financial planning and investment advisory services to individuals, families, closely held businesses, not-for-profit entities, and foundations to develop to execute comprehensive wealth management strategies. She has 24 years of industry experience. Prior to joining Mesirow in 2013, she was a Vice President and Senior Trust Officer at US Trust and a Relationship Manager at Northern Trust. At Mesirow, she was awarded the 2017 Norman Award, recognizing outstanding employees for their achievements and contributions in categories that have been identified as critical to the firm's relationships and culture. She is a member of the Chicago Estate Planning Council (CEPC) and serves on the CEPC Fundamentals Committee. She earned a Bachelor of Science in Consumer Science from the University of Wisconsin at Madison. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Certified Trust and Financial Advisor (CTFA).

Contact Information

Primary Position
Managing Director & Wealth Advisor, Wealth Management, Mesirow Financial
Education
University of Wisconsin, BS (Bachelor of Science)
Gender
Female
Email
st
Phone
+1 (312)
Address
  • 353 North Clark Street
  • Chicago, IL 60654
  • United States
+1 (312)

Stephanie Feldman Positions (1)

Firm name Firm type Title Location Industry Since
Mesirow Financial Service Provider Managing Director & Wealth Advisor, Wealth Management Chicago, IL Investment Bank

Stephanie Feldman FAQs

  • Who is Stephanie Feldman?

    Ms. Stephanie Feldman serves as Managing Director & Wealth Advisor, Wealth Management at Mesirow Financial.

  • How much does Stephanie Feldman typically invest?

    Stephanie Feldman's median deal size is .

  • What is Stephanie Feldman’s main position?

    Stephanie Feldman’s primary position is Managing Director & Wealth Advisor, Wealth Management.

  • What are the contact details for Stephanie Feldman?

    Stephanie Feldman’s email address is st and his phone number is +1 (312) .

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