Joe Perozzi

Vice President - Investment Banking at Mesirow Financial

Joe Perozzi has a strong background in investment banking, starting as an Analyst at Mesirow in August 2017. Joe then progressed to an Associate role from July 2019 to December 2022. Currently, they hold the position of Vice President in Investment Banking at Mesirow, starting in January 2023. Prior to Mesirow, Joe worked as a Commercial Banking Audit Analyst at JPMorgan Chase & Co. from August 2015 to August 2017, and as a Commercial Banking Audit Intern at the same company from June 2014 to August 2014.

Joe Perozzi completed their education at the Gies College of Business - University of Illinois Urbana-Champaign. Joe obtained a Bachelor of Science (B.S.) degree in Accountancy in 2014 and later pursued a Master of Accounting Science degree in 2015. Prior to their college education, Joe attended Stevenson High School in Lincolnshire, IL from 2006 to 2010. In addition to their academic achievements, Joe has also obtained certifications such as the Certified Public Accountant (CPA) from the Illinois Board of Examiners in 2016, the Series 63 from FINRA (Financial Industry Regulatory Authority) in 2018, and they have passed the Level I & II CFA Exam through the CFA Program, although the specific year is not provided. Joe also holds a Series 79 License from FINRA.

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Timeline

  • Vice President - Investment Banking

    January, 2023 - present

  • Associate - Investment Banking

    July, 2019

  • Analyst - Investment Banking

    August, 2017