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Meet your financial specialists.

Cory Rappaport, CPA

Wealth Advisor

For Cory, helping clients create opportunities and confidently navigate complex financial decisions are the most rewarding parts of his work. And as a Wealth Advisor, he brings a comprehensive approach to the financial management process that covers all aspects of his clients’ personal or business objectives, including investment management, financial planning, tax planning, and philanthropy.

Before joining SWP, Cory was an auditor for private equity firms and hedge funds. He applies this professional experience to help his clients understand and leverage the full breadth of the capital markets, including alternative investments, when appropriate, to support his client’s investment objectives.

As a CPA now focused on managing private wealth, he is especially skilled at serving clients who have a wide range of needs or face unique financial complexities, such as business owners and entrepreneurs.

Outside of work, you can find him spending time watching movies, going out to restaurants, playing a little golf, or cooking at home with his wife, Emily.

Education

BBA in Accounting, University of Wisconsin-Madison
MA in Accountancy, University of Wisconsin-Madison

Professional Designations

Certified Public Accountant

Office Location

Deerfield, IL

Related

Investments
Retiring in a Volatile Market
This week has been another extremely turbulent one in the stock market. While it is never comforting to see large, red numbers, volatility can be even more uncomfortable for recent retirees or those considering retirement. A colleague of mine recently told me that he has seen more of his clients retire in the last two years than in his first ten years of working at SWP. This got me thinking a lot about the notion of retirement. Retirement is a huge life event and adding volatile markets can compound the feeling of uncertainty. In this article, I will share some of the concepts we have been discussing with our clients.
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Financial Planning, Investments
Focusing on the Positive
I will admit it.  I am part of the problem.  I often gravitate towards what went wrong, or what could have gone better, rather than celebrating what went well. This...
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Financial Planning
Cash Flow = Awareness
In the last year, I have experienced an immense amount of both professional and personal life changes: transitioned to a new role here at SWP, moved in with my girlfriend,...
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