Forbes Names Mesirow Wealth Advisor Jennifer Rosenblum, CFA as 2025 Top Women Wealth Advisors Best-in-State

• Award recognizes "advisors that are leading the way."
• Ranking based on quantitative and qualitative measures that identify the highest standards of best practices.
• Recognition comes as Mesirow Wealth Management continues to grow organically as well as through strategic acquisition.

CHICAGO, March 11, 2025 /PRNewswire/ -- Mesirow, an independent, employee-owned financial services firm, today announced that Wealth Advisor Jennifer Rosenblum, CFA has been recognized in the 2025 Top Women Wealth Advisors Best-in-State ranking by Forbes.¹ Based on advisor surveys and interviews, the 2025 list features over 2,400 experienced women who cumulatively manage approximately $3.6 trillion in assets. 

According to Forbes.com, Forbes' Top Advisor rankings "…are the only advisor rankings with a focus on quality, including interviewing advisors." The research "…creates rankings of role models – advisors who are leading the way in offering best practices and providing a high-quality experience for clients."

"We congratulate Jennifer on her recognition as a top woman wealth advisor in Illinois," said Mesirow Wealth Management CEO Brian Price. "Jennifer exemplifies excellence as we continue to grow our founding capability of wealth management, and we look forward to her continued contributions to Mesirow and the individuals, families and organizations she serves." 

Jennifer Rosenblum, CFA joined Mesirow in 1997 and has more than 35 years of experience in the financial services industry. Throughout her career, she has specialized in working with individuals, families, charitable organizations, and business owners to help them create comprehensive financial planning strategies to accumulate, protect and distribute their wealth. Jennifer is a mentor in the Link Unlimited Scholars Program, a board member for Providence Farm Foundation, an advisory committee member for the University of Illinois Jewish Studies Program, and a member of the Chicago Finance Exchange (CFE).

As a Barron's Top 100 RIA firm,² Mesirow Wealth Management offers a differentiated approach that places equal emphasis on customized, comprehensive wealth plans that evolve along with clients' lives and expert investment selection in all markets, including access to traditional stock and bond opportunities as well as alternative investments. Mesirow Wealth Management has more than $12.4 billion in assets under management / assets under advisement,³ and Mesirow overall has $306.2 billion in assets under supervision.⁴

Learn more about Mesirow Wealth Management. 

About Mesirow
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Global Investment Management, Capital Markets, Investment Banking and Advisory Services, we invest in what matters: our clients, our communities and our culture. To learn more, visit mesirow.com, follow us on LinkedIn and subscribe to Spark, our quarterly newsletter.

Mesirow has been named one of the Best Places to Work in Chicago by Crain's Chicago Business multiple times and is one of Barron's Top 100 RIA firms.

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Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc., © 2025, Mesirow Financial Holdings, Inc. All rights reserved. Investment management services provided through Mesirow Financial Investment Management, Inc., Mesirow Institutional Investment Management, Inc. and Mesirow Financial Private Equity Advisors, Inc., all SEC-registered investment advisor, a CFTC registered commodity trading advisors and member of the NFA, or Mesirow Financial International UK, Ltd. ("MFIUK"), authorized and regulated by the FCA, depending on the jurisdiction.

Award recognition disclosures: mesirow.com/award-recognition-disclosures

1. Each year, Forbes partners with SHOOK Research to evaluate prospective advisors. Evaluation criteria is gathered through telephone, virtual and in-person due diligence interviews, as well as quantitative data. They weigh factors like revenue trends, assets under management, compliance records, industry experience and those who encompass the highest standards of best practices. For the complete list of 2025 Top Women Wealth Advisors and methodology, visit https://www.forbes.com/sites/rjshook/2025/02/11/methodology-americas-top-women-wealth-advisors-2025/. 
2. 2024 Barron's Top RIAs (Received September 2024 for the year 2023 – Licensing fees paid post award for use of the ranking). In order to be considered for the Barron's 2024 Top RIA Firms list, applicants were required to complete a 145-question survey, with the firm's ADV informing the majority of responses. Firms were also required to meet a number of other specified requirements to be eligible for inclusion. Firms were ranked based on various qualitative and quantitative factors, including assets managed, the size and experience of teams, regulatory records of the advisors and firms, technology spending, staff diversity, organic and M&A growth, client segmentation as well as succession planning.
3. Assets under management is as of 12.31.2024 and Assets under advisement is as of 9.30.2024. Some assets under advisement ("AUA") are on a 45-to-90-day lag due to time needed to confirm away assets.
4. As of 12.31.2024 unless otherwise noted. | 1. "Assets under supervision" includes regulatory assets under management; assets under advisement; and non-securities currency assets under management. For these purposes: (1) regulatory assets under management ("RAUM") is calculated in accordance with Instruction 5A of Form ADV and includes all assets of securities portfolios (both discretionary and non-discretionary). (2) Some assets under advisement ("AUA") are on a 45-to-90-day lag due to time needed to confirm away assets. (3) Currency assets under management includes AUM associated with (i) active and passive currency risk management products $175.23 billion, (ii) non-fx overlay strategies such as equitization and beta overlays $885.03 million, and (iii) alpha strategies $1.57 billion. In all such cases, AUM is calculated based on notional value of currency investments. Additionally, AUM for alpha strategies is adjusted because clients can select a volatility target (generally between 2% and 12% annualized), which is normalized to 2% in order to create a consistent depiction of alpha strategy AUM. This results in a "scaled" AUM, which is higher than the actual ag6gregate notional value of all alpha strategy portfolios if clients have selected a volatility target higher than 2%. As of 12.31.2024, the "unscaled" AUM for alpha strategies was $365.38 million.

SOURCE Mesirow Financial Holdings, Inc.