Cory Rappaport_Temporary

Cory Rappaport, CPA

Wealth Associate

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

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

Marcie Nach, CFP®

Financial Planner

Jill Kaz, CFP®

Financial Planner

Jaclyn Simon

Client Service Administrator

Dennis Barron

Marketing & Communications Coordinator

Mark Weil, CFP®

Wealth Advisor

Brian Wendt

Client Service Administrator

Adam Rudolph, CFP®

Associate Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Vishaal Tummala, CFP®

Wealth Associate

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Kathy Klein, CFP®

Wealth Advisor

Lee Ford

Manager of Operations & Client Service

Toni Bregenzer

Manager of Risk & Client Service

Joanna Hurley

Receptionist & Administrative Assistant

Betsy Wellington

Client Service Administrator

Wendy Sabul-Mintzer

Operations Associate

Mary Ann Sendik

Client Service Administrator

Tom Buhrmann, CIMA®

Wealth Advisor

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Michele Turner

Client Service Administrator

Lauren Ross

Manager of Investment Operations

Andrew Cohn, AIF®

Retirement Plan Advisor

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

John Mariscalco, CFA®

Associate Wealth Advisor

Joseph Thompson

Wealth Associate

Whitney Beswick

Operations Associate