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Mike Garrison
Director of Investments presso Strategic Wealth Partners Group LLC
Profilo
Mr. Michael Garrison, CFA MBA, is a Wealth Advisor & Director of Investments at Strategic Wealth Partners Group LLC.
Prior to joining Strategic Wealth Partners, he 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.
Mr. Garrison 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.
Posizioni attive di Mike Garrison
Società | Posizione | Inizio |
---|---|---|
Strategic Wealth Partners Group LLC
![]() Strategic Wealth Partners Group LLC Investment ManagersFinance Strategic Wealth Partners Group LLC (SWP) is a SEC-registered investment advisor and wealth management firm headquartered in Deerfield, Illinois. The firm was founded by David J. Copeland and Neal H. Price in 2008 as the successor firm of Strategic Wealth Partners LLC. They are wholly owned by Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). SWP provides advisory services to high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Director of Investments | 01/09/2021 |
Precedenti posizioni note di Mike Garrison
Società | Posizione | Fine |
---|---|---|
BMO Family Office LLC
![]() BMO Family Office LLC Investment ManagersFinance BMO Family Office LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. It was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSE: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to high-net worth individuals, families, personal trusts, and family offices. | Corporate Officer/Principal | 01/09/2021 |
Chicago Wealth Management, Inc.
![]() Chicago Wealth Management, Inc. Investment ManagersFinance Chicago Wealth Management, Inc. (CWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Jeffrey G. Cribbs in 2004. CWM provides investment management and financial planning services primarily to high net worth and high income individuals, non-profits, and institutions. | Corporate Officer/Principal | 01/10/2012 |
Formazione di Mike Garrison
Indiana University | Undergraduate Degree |
The University of Chicago Booth School of Business | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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Strategic Wealth Partners Group LLC
![]() Strategic Wealth Partners Group LLC Investment ManagersFinance Strategic Wealth Partners Group LLC (SWP) is a SEC-registered investment advisor and wealth management firm headquartered in Deerfield, Illinois. The firm was founded by David J. Copeland and Neal H. Price in 2008 as the successor firm of Strategic Wealth Partners LLC. They are wholly owned by Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). SWP provides advisory services to high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
BMO Family Office LLC
![]() BMO Family Office LLC Investment ManagersFinance BMO Family Office LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. It was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSE: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to high-net worth individuals, families, personal trusts, and family offices. | Finance |
Chicago Wealth Management, Inc.
![]() Chicago Wealth Management, Inc. Investment ManagersFinance Chicago Wealth Management, Inc. (CWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Jeffrey G. Cribbs in 2004. CWM provides investment management and financial planning services primarily to high net worth and high income individuals, non-profits, and institutions. | Finance |
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