Cory Rappaport_Temporary

Cory Rappaport, CPA

Associate Wealth Advisor

Since buying his first stock at age 13, Cory has developed a lifelong passion for investments, planning, and the financial industry. In his role as a Wealth Associate, he assists Wealth Advisors to help clients reach their goals while focusing on superior service and an excellent client experience.

Prior to joining SWP, Cory worked as an auditor for private equity and hedge fund companies at RSM LLP in their financial services practice. His experience as an auditor strengthened his attention to detail, which he brings with him to SWP.

Cory lives in the River North neighborhood of Chicago. His interests include golfing, playing basketball, and taking in movies. As a firm believer that all food tastes better off the grill, he is also an avid griller.

Favorite Quote

“Obstacles don’t have to stop you. If you run into a wall, don’t turn around and give up. Figure out how to climb it, go through it, or work around it.” – Michael Jordan

Written by Cory

The Risk You May Not Have Considered

Deal or No Deal: Investor Risk Tolerance

Education

BBA in Accounting, University of Wisconsin-Madison

MA in Accountancy, University of Wisconsin-Madison

Professional Designations

Certified Public Accountant

Mary Berman

Client Service Administrator

Whitney Beswick

Operations Associate

Joseph Thompson

Associate Wealth Advisor

Betsy Wellington

Client Service Administrator

Kathy Klein, CFP®

Wealth Advisor

Jenny Jesse

Client Service Administrator

Jaclyn Simon

Co-Manager, Client Service

John Mariscalco, CFA®

Associate Wealth Advisor

Mark Weil, CFP®

Wealth Advisor

Vishaal Tummala, CFP®

Wealth Associate

Toni Bregenzer

Risk and Compliance Manager

Marcie Nach, CFP®

Financial Planner

Brian Wendt

Co-Manager, Client Service

Andrew Cohn, AIF®

Retirement Plan Advisor

Joanna Hurley

Receptionist & Administrative Assistant

Lindsay Pflug

Manager of Training & Process Development

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Lauren Ross

Manager of Investment Operations

Michele Turner

Client Service Administrator

Adam Rudolph, CFP®

Associate Wealth Advisor

Dennis Barron

Marketing & Communications Coordinator

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Wendy Sabul-Mintzer

Operations Associate

William M. Perry, CFP®

Senior Wealth Advisor

Jill Kaz, CFP®

Financial Planner

Lee Ford

Information Technology Manager

Moira Fahey-Ullrich

Principal & Chief Solutions Officer