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 an Associate Wealth Advisor, 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 West 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

Some Thoughts on Cryptocurrencies

Should You Pay Your Mortgage off Early?

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

Andrew Cohn, C(k)P®, AIF®

Retirement Plan Advisor

Jill Kaz, CFP®

Financial Planner

Mary Berman

Client Service Administrator

Christina Cartes

Operations Associate

Joanna Hurley

Receptionist & Administrative Assistant

Wendy Sabul-Mintzer

Operations Associate

Matthew Cox

Operations Associate

Gabrielle Wagor

Marketing & Events Strategist

Marcie Nach, CFP®

Financial Planner

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Kathy Klein, CFP®

Wealth Advisor

Lauren Ross

Manager of Investment Operations

Jaclyn Simon

Co-Manager, Client Service

Michele Turner

Client Service Administrator

John Mariscalco, CFA®

Associate Wealth Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

Vishaal Tummala, CFP®

Wealth Associate

Merrick Singer

Client Service Administrator

Lee Ford

Information Technology Manager

Lindsay Pflug

Manager of Training & Process Development

Brian Wendt

Co-Manager, Client Service

Jenny Jesse

Client Service Administrator

Toni Bregenzer

Risk and Compliance Manager

Joseph Thompson

Associate Wealth Advisor