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Direct Investment  + M&As  + RIAs & Financial Advisors  + Wealth Management  | 

Mesirow Grows Florida Wealth Management Footprint 

Mesirow Wealth Management, the wealth division of Mesirow, has acquired Price Wealth Management, a Stuart, FL-based registered investment advisor for high-net-worth individuals and families. 

Craig Price, founder and CEO of Price Wealth Management, joins Mesirow Wealth Management as a managing director and wealth advisor. Nancy Zehr, senior client relationship specialist, has also joined the firm. 

“We are excited to join Mesirow Wealth Management and know that our business philosophy and personal values are well aligned with the company’s culture,” said Craig Price. 

The transaction builds on Chicago-based Mesirow’s footprint in the state, which also includes offices in Miami and Boca Raton. 

Mesirow said that over the next several years it plans to increase headcount, with an initial focus on wealth management and capital markets, while also expanding its presence along the west coast of Florida. Further out, it aims to grow across the greater Southeast region to expand organically and through opportunistic, complementary lift-ins and bolt-on acquisitions. 

Mesirow Wealth Management has more than $11.4 billion in assets under management and advisement, and Mesirow overall has $288.1 billion in assets under supervision. 

Price Wealth Management was represented by DeVoe & Company. 

Pictured: Craig Price 

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Inside The Story

Mesirow Wealth ManagementPrice Wealth Management

About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.