Vincent Anthony Allegra
Corporate Officer/Principal bij Mesirow Financial Investment Management, Inc.
Profiel
Mr. Vincent A.
Allegra is a Senior Managing Director at Mesirow Financial Investment Management, Inc. He is also a Relationship Manager in Mesirow Financial’s Retirement Planning and Advisory group.
Applying his expertise in behavioral finance, Mr. Allegra's primary responsibility is to help develop creative and innovative solutions for qualified retirement plan sponsors.
His areas of expertise include plan design consulting, provider management and improving participant outcomes.
He joined Mesirow Financial in 2004 and has been responsible for onboarding more than 50 new plan sponsor relationships, totaling over $3 billion in assets.
He traditionally plays a key role in the larger relationships and projects for the Retirement Planning and Advisory group.
Mr. Allegra serves as a board representative of Choose DuPage, an organization to further economic development in DuPage County as well as the DuPage Convalescent Center Foundation.
He earned a BA (summa cum laude) from Villanova University, and holds Accredited Investment Fiduciary (AIF), Chartered Retirement Plan Specialist (CRPS) and Certified Behavioral Finance Analyst (CBFA) designations.
Actieve functies van Vincent Anthony Allegra
| Bedrijven | Functie | Begin |
|---|---|---|
Mesirow Financial Investment Management, Inc.
 Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Corporate Officer/Principal | 01-01-2004 |
| Safari Club International | Corporate Officer/Principal | 10-05-2011 |
Opleiding van Vincent Anthony Allegra
| Villanova University | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
|---|---|
Mesirow Financial Investment Management, Inc.
Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Finance |
| Safari Club International |
