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TEAM
Meet your financial specialists.
Michael Garrison, CFA®, CFP®
Director of Investments & Wealth Advisor
For nearly 20 years, Mike has combined his love for helping people with a passion for investing to provide clients with comprehensive and actionable financial guidance.
A believer in continual education and professional development, Mike obtained his CERTIFIED FINANCIAL PLANNER® certificate in 2007 and became a Chartered Financial Analyst® charterholder in 2011. Today, he blends both skillsets — financial planning and investment analysis — to support the dynamic financial lives of his clients. In doing so, he views the financial plan as the proverbial roadmap which guides the path forward, while the investments are the engine that moves people towards their goals.
Prior to joining Strategic Wealth Partners, Mike was a Director at BMO Family Office where he developed portfolios for ultra-high-net-worth clients that were tailored to their unique investment objectives. Before BMO Family Office, he was a Senior Investment Consultant at Morningstar and a Portfolio Manager at Chicago Wealth Management.
He earned a Bachelor’s Degree in Finance from the Kelley School of Business at Indiana University and holds an MBA from the University of Chicago Booth School of Business. When not working, Mike enjoys spending time with his wife and two sons, playing paddle tennis and learning golf, and exploring the restaurants that make up the Chicago landscape.
Education
MBA, University of Chicago Booth School of Business
BS in Finance, Indiana University
Professional Designations
CERTIFIED FINANCIAL PLANNER®
Chartered Financial Analyst®
Office Location
Deerfield, IL
Related
Investments
A Closer Look at Private Markets
As you are likely aware, ongoing volatility and rising interest rates made 2022 a very challenging year in the capital markets. We believe that this past year has highlighted the need for advisors to explore investment opportunities that exist beyond the traditional stock and bond markets.
The private markets are one such opportunity set. In this article, we discuss what the private markets are, how these investments may fit into a diversified portfolio, and how we use them.