Ferullo will be 100% focused on working with Mesirow Financial Investment Strategies’ retirement platform provider partners to grow its 3(21) and 3(38) fiduciary partnership service as well as its custom target-date and target-risk portfolios. A 14-year veteran of the financial services industry, Ferullo is experienced in retirement planning, fee-based adviser platforms, insurance solutions and alternative investments.
He comes to Mesirow from TS Capital, where he was a wholesaler in the Midwest handling mutual funds, exchange-traded funds and closed-end funds. Before that, he held executive and sales positions with The Hartford, Credit Suisse and The Blue Capital Group. He earned a Bachelor of Arts degree from The University of Michigan and holds FINRA Series 7 and 63 licenses.
“Matt is an experienced financial services professional that will provide added bench strength to our expanding sales team,” says Mike DiCenso, managing director at Mesirow Financial, to whom Ferullo reports. “His client-service focus and experience with financial advisers will greatly benefit our partners as they continue to grow their business.”