Meet your financial specialists.
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.
BS in Finance, University of Illinois Urbana-Champaign
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Analyst®
Leadership & Community
Jewish Council for Youth Service (JCYS)
– Immediate Past President, Board of Directors
CFA Society of Chicago