TEAM

Meet your financial specialists.

Michael Karmin, CFA®, CFP®

Principal & Wealth Advisor

To Mike the most gratifying part of helping people manage their wealth is bringing them a sense of control and confidence about the future.

Whether helping retirees determine their goals among changing circumstances or helping young professionals with growing wealth set good investment habits, Mike best understands and serves his clients’ needs by creating deep personal and professional relationships. He takes pride in making sure his clients are comfortable with their strategic plans and how their investment strategies are aligned with their best interests. Only then can he be sure his clients feel truly confident about and in control of their futures.

Mike has been in the financial services industry helping make a meaningful impact on people’s lives for over 15 years. Previously, Mike held a position at the Northern Trust Company where he managed equity portfolios that were customized to clients’ goals. He transitioned to his role at SWP with an understanding of the importance of giving each client’s situation individual attention.

Mike and his wife are Highland Park residents. They love taking their two young daughters to the city to explore its many neighborhoods and restaurants. Mike is also passionate about sports, always eager to engage in lively discussions about the city’s sports teams.

Education

BS in Finance, University of Illinois Urbana-Champaign

Professional Designations

CERTIFIED FINANCIAL PLANNER™
Chartered Financial Analyst®

Leadership & Community

Jewish Council for Youth Service (JCYS)
Immediate Past President, Board of Directors
CFA Society of Chicago
CFA Institute

Office Location

Deerfield, IL

Related

Financial Planning
A Few Lessons I Learned This Summer
Investing is not supposed to be easy. If it was, I might not have a job (or at least this job). Undoubtedly though, this summer was as confusing as ever. The stock market reversed course when...
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Investments, Current Events
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I filled up my car with gas the other day, and it cost $91.78. Good times! As I reflect on the first five months of 2022, expensive gas is certainly one thing that sticks out. Inflation is running at +/- 40-year highs, and we are all feeling it one way or another. Even my Starbucks Venti Cold Brew costs 25% more than a year ago! I find the economy and financial markets so interesting because of how intertwined everything is. For example, rising inflation impacts corporate earnings, which, in turn, impacts stock prices. To be sure, some companies benefit from inflation, but many more are hurt by it.
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