Profile
First Name
Tiffany
Last Name
Irving
Professions
Financial Advisor / Wealth Management
Industry
Finance
Chapter
B2B Chicago
Member Role
B2B Member
Member Bio
Tiffany Irving is a Senior Vice President and Wealth Advisor in Mesirow Wealth Management. She specializes in working with high net worth individuals, business owners, and non-profit organizations by providing comprehensive wealth management advice and customized asset allocation strategies to help them accumulate, grow, protect, and distribute their wealth. She is also a member of the Mesirow DEI Council.
Tiffany draws on 25 years of experience. Prior to joining Mesirow in 2021, she held roles at BMO as a Director within their Private Wealth group and US Trust as a Senior Vice President within their Private Client Advisor group. Tiffany is a frequent speaker on the WGN radio show “Your Money Matters” with host Jon Hansen and a member of the Mesirow Speakers Bureau. These recognized subject area experts provide perspective on the markets and what is top of mind for institutional and individual investors.
Tiffany is actively involved with several organizations. She is a member of NAWBO Chicago (National Association of Women Business Owners), and of Legacy Partners, an association of the Ann & Robert H. Lurie Children’s Hospital of Chicago Foundation. She is a Board Member for the Caring Place and is a long-time member of the Women’s Impact Fund for the Porter County Community Foundation in Indiana.
Tiffany earned her degree in Finance from DePaul University and her MBA from the University of Phoenix. She is a CERTIFIED FINANCIAL PLANNER® professional, Certified Exit Planning Advisor (CEPA®) and holds her Series 7, 65, and 66 licenses.
Tiffany draws on 25 years of experience. Prior to joining Mesirow in 2021, she held roles at BMO as a Director within their Private Wealth group and US Trust as a Senior Vice President within their Private Client Advisor group. Tiffany is a frequent speaker on the WGN radio show “Your Money Matters” with host Jon Hansen and a member of the Mesirow Speakers Bureau. These recognized subject area experts provide perspective on the markets and what is top of mind for institutional and individual investors.
Tiffany is actively involved with several organizations. She is a member of NAWBO Chicago (National Association of Women Business Owners), and of Legacy Partners, an association of the Ann & Robert H. Lurie Children’s Hospital of Chicago Foundation. She is a Board Member for the Caring Place and is a long-time member of the Women’s Impact Fund for the Porter County Community Foundation in Indiana.
Tiffany earned her degree in Finance from DePaul University and her MBA from the University of Phoenix. She is a CERTIFIED FINANCIAL PLANNER® professional, Certified Exit Planning Advisor (CEPA®) and holds her Series 7, 65, and 66 licenses.
Contact Details
Company Details
Company Name
Mesirow
Job Title
SVP, Wealth Advisor
Street:
353 N. Clark Street
City:
Chicago
State:
Illinois
Zip code:
60654
About Us
Mesirow Wealth Management has been serving individuals and families with purpose and professionalism for more than 85 years. We move in unison with our clients toward shared goals. Based in Highland Park and Chicago, IL, we are the initial namesake business of Norman Mesirow, whose vision was to serve with purpose, applying the highest standards of professionalism as we advise individuals and families on their most important life goals. More than eight decades later, we measure our client relationships in years, and often generations, as we move in unison with our clients toward shared goals
Services Provided
Customized financial planning and investment management which includes but is not limited:
Retirement planning
Business succession planning
Estate and legacy planning
Investment strategies, advice, ongoing management of assets and education
Charitable planning
Retirement planning
Business succession planning
Estate and legacy planning
Investment strategies, advice, ongoing management of assets and education
Charitable planning
Ideal Customers
High net worth individuals, business owners, or non-profits with a minimum of $500,000 of liquid assets who are looking for customized planning, ongoing investment management, and additional resources to help them achieve both their personal and business goals and objectives.
Employee Count of Clients
20-49
Revenue Size of Clients
$1M-$15M