Sumit Desai, CFA

Sumit Desai, CFA, is a Managing Director and Director of Research at Mesirow Financial, specifically in the Wealth Management division.12 He has over 22 years of experience in the investment industry and plays a crucial role in the company's investment strategy.1

Professional Responsibilities

At Mesirow, Sumit serves on the Wealth Management Investment Committee and is responsible for:

• Conducting due diligence on equity, fixed income, and global allocation funds
• Ongoing monitoring of these funds for implementation into client portfolios1

Career History

Before joining Mesirow in 2017, Sumit's professional journey included:

• 12 years at Morningstar, Inc., where he held senior analyst positions in mutual fund and equity research groups1
• Roles at Morgan Stanley Wealth Management as a Financial Advisor2
• Experience in underwriting and financial analysis at Great American Insurance2

Education and Credentials

• Bachelor of Arts in Finance and Economics from the University of Illinois at Urbana-Champaign1
• Holds the Chartered Financial Analyst (CFA) designation1
• Member of the CFA Society Chicago1

Additional Roles and Recognition

Sumit is known for his expertise in the field and frequently contributes to financial discussions:

• Regular speaker on the WGN radio show "Your Money Matters" with host Jon Hansen1
• Member of the Mesirow Speakers Bureau, providing insights on markets and investor concerns1

His LinkedIn profile username is indeed sumit-desai-cfa-323b924, as mentioned in the query.3