Mesirow Wealth Advisor Brian Lorber Wins InvestmentNews Advisor of the Year (Midwest)
Event summary
- Brian Lorber, a Mesirow Wealth Advisor, named InvestmentNews Advisor of the Year (Regional - Midwest) in June 2026.
- Lorber has 16 years of experience and joined Mesirow in 2010.
- Mesirow Wealth Management manages $14.0B in assets as of March 31, 2026.
- Award based on client service, investment guidance, leadership, mentorship, and community engagement.
The big picture
Mesirow's recognition underscores the growing emphasis on personalized wealth management and long-term client relationships in a competitive industry. The award highlights Mesirow's strategy of combining comprehensive planning with expert investment selection, including alternative investments. This aligns with broader trends in wealth management where advisors are increasingly valued for their holistic approach and community engagement.
What we're watching
- Advisor Retention
- Whether Mesirow can sustain advisor excellence and client retention amid industry-wide talent competition.
- Regional Growth
- How this recognition impacts Mesirow's growth in the Midwest region, a key market for wealth management.
- AUM Expansion
- The pace at which Mesirow Wealth Management can grow its $14.0B AUM through differentiated client service and investment strategies.
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