{"id":623359,"date":"2026-10-07T14:12:09","date_gmt":"2026-10-07T14:12:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/623359\/"},"modified":"2026-10-07T14:12:09","modified_gmt":"2026-10-07T14:12:09","slug":"mesirow-taps-morningstar-veteran-to-lead-investment-solutions","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/623359\/","title":{"rendered":"Mesirow taps Morningstar veteran to lead investment solutions"},"content":{"rendered":"<p>\n                     Paul Arnold, Managing Director, Head of Investment Solutions at Mesirow Wealth Management\n                <\/p>\n<p>\n                Former Global Head of Multi-Asset Research at Morningstar Investment Management joins Mesirow Wealth Management.\n            <\/p>\n<p style=\"margin-bottom:11px\">Mesirow Wealth Management has recruited Paul Arnold, former Global Head of Multi-Asset Research at <a href=\"https:\/\/www.investmentnews.com\/companies\/morningstar\/262996\" rel=\"nofollow noopener\" target=\"_blank\">Morningstar<\/a> Investment Management, to the newly created position of Managing Director, Head of Investment Solutions, as the Chicago-based firm deepens its push to differentiate its investment platform for advisors and high-net-worth clients.<\/p>\n<p>A company announcement released October 6, 2026, says that in his new role, Arnold will oversee strategic <a href=\"https:\/\/www.investmentnews.com\/glossary\/asset-allocation\/265379\" rel=\"nofollow noopener\" target=\"_blank\">asset allocation<\/a>, manager research and due diligence, portfolio construction and the development of proprietary investment solutions.<\/p>\n<p>The hire is the latest move in a period of deliberate expansion for Mesirow Wealth Management, an employee-owned firm that has been ranked a <a href=\"https:\/\/www.investmentnews.com\/rias\/mesirow-adds-12b-firm-to-wealth-management-offering\/243599\" target=\"_blank\" rel=\"nofollow noopener\">Barron&#8217;s Top 100 RIA Firm<\/a> for five consecutive years and manages <a href=\"https:\/\/www.adviserinfo.sec.gov\/\" target=\"_blank\" rel=\"nofollow noopener\">approximately $14 billion in assets under management and advisement<\/a> as of March 31, 2026.<\/p>\n<p>A research pedigree from Morningstar<\/p>\n<p>Arnold brings more than two decades of investment management experience, most of it in multi-asset portfolio construction and research.<\/p>\n<p>At Morningstar Investment Management, he served as the lead portfolio manager for the firm&#8217;s ETF Asset Allocation, Active-Passive Asset Allocation and <a href=\"https:\/\/www.investmentnews.com\/glossary\/esg\/262740\" rel=\"nofollow noopener\" target=\"_blank\">ESG<\/a> Asset Allocation managed portfolio series, overseeing a team that managed more than $10 billion in assets. His background bridges quantitative research and practical portfolio implementation \u2013 a combination Mesirow said is central to what the firm wants in this role.<\/p>\n<p>&#8220;We&#8217;re continuing to build a best-in-class investment platform for our advisors and clients, and bringing Paul in is an important step in that strategy,&#8221; said Brian D. Price, CEO of Mesirow Wealth Management. &#8220;Paul&#8217;s depth of experience in investment research, portfolio construction, manager due diligence and investment solutions will help us continue to strengthen and differentiate our offering.&#8221;<\/p>\n<p>Arnold framed the move as an opportunity to extend his work translating complex research into usable client strategies. &#8220;Joining Mesirow Wealth Management is an exciting opportunity to work alongside a talented team that is laser-focused on helping people achieve their financial goals,&#8221; he said. &#8220;I look forward to building on the firm&#8217;s strong investment capabilities and deepening the resources we have to support and empower our advisors and clients.&#8221;<\/p>\n<p>Building on a growth track record<\/p>\n<p>The Arnold appointment reflects a broader pattern at Mesirow Wealth Management, which has accelerated its build-out on multiple fronts.<\/p>\n<p>The firm expanded its high-net-worth offering in September 2023 through the <a href=\"https:\/\/www.investmentnews.com\/rias\/mesirow-adds-12b-firm-to-wealth-management-offering\/243599\" target=\"_blank\" rel=\"nofollow noopener\">acquisition of Chicago-based Front Barnett Associates<\/a>, a registered investment advisor with more than $1.2 billion in client assets at the time of the deal. The following year, it added Florida-based Price Wealth Management. More recently, it acquired LeafHouse Financial Advisors, a deal that closed July 1, 2026.<\/p>\n<p>Investment platform depth has emerged as a key competitive differentiator for wealth firms competing for both advisor talent and affluent clients.<\/p>\n<p>Mesirow&#8217;s decision to create a dedicated Head of Investment Solutions role \u2013 and to fill it with someone who ran a multi-billion-dollar multi-asset operation \u2013 suggests the firm is positioning its research capabilities as a distinct selling point rather than a secondary function.<\/p>\n<p>Arnold&#8217;s responsibilities will span across Mesirow&#8217;s wealth advisory team, which currently includes 40 wealth advisors in the Chicago area. He holds the <a href=\"https:\/\/www.cfainstitute.org\/en\/programs\/cfa\" target=\"_blank\" rel=\"nofollow noopener\">Chartered Financial Analyst designation from the CFA Institute<\/a> and holds graduate degrees in analytical finance and economics from the University of Chicago Booth School of Business.<\/p>\n","protected":false},"excerpt":{"rendered":"Paul Arnold, Managing Director, Head of Investment Solutions at Mesirow Wealth Management Former Global Head of Multi-Asset Research&hellip;\n","protected":false},"author":2,"featured_media":623360,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[138,246,111,139,69,244,245],"class_list":["post-623359","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-new-zealand","tag-newzealand","tag-nz","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/623359","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=623359"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/623359\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/623360"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=623359"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=623359"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=623359"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}