David Scott Israel

David Scott Israel

Gestore di Portafoglio-Azioni presso Mesirow Financial Investment Management, Inc.

Finance
Consumer Services

Profilo

Mr. David S.
Israel is a Senior Managing Director at Mesirow Financial Investment Management, Inc. He works with individuals, families and small businesses to develop and implement wealth management strategies.
Mr. Israel consults with his clients on the full scope of their financial needs, including investment management, estate planning, retirement planning, income protection, and more.
Through this comprehensive approach, he guides clients through three important stages; wealth development, wealth preservation and wealth distribution.
He joined the firm in 1999 and has more than 19 years of experience in the financial services industry.
He was recently appointed to the investment committee for the United Way of Lake County.
Mr. Israel earned a BA from the University of Wisconsin.
He is a CERTIFIED FINANCIAL PLANNER™ professional.

Posizioni attive di David Scott Israel

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/05/1999
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Formazione di David Scott Israel

University of Wisconsin Undergraduate Degree

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Aziende private

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Aziende private1

Finance

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