John Mariscalco_Temporary

John Mariscalco, CFA®

Associate Wealth Advisor

As an Associate Wealth Advisor, John combines his passion for the markets and his commitment to providing superior service to his clients. He works closely with other SWP Wealth Advisors to help grow the firm’s business. Additionally, he assists with developing the firm’s alternative investments strategies.

John understands that, given the complex nature of the financial industry, it can often be confusing. His greatest satisfaction is educating people on the markets, asset allocation, and risk management, as well as helping them cut through the noise and keeping them focused on their goals.

John joined the firm in 2019 and has worked in the industry since 2006. Throughout his career, he has worked with high-net-worth individuals and families. His objective has always been to understand each client’s unique circumstances and background. Using that information, he creates a personalized plan tailored to their needs.

Outside of the office, John enjoys playing in a men’s soccer league, golfing, exercising, and spending time with his family. He is a member of the Finance Council of St. Michael in Old Town and the Crohn’s & Colitis Foundation Illinois Chapter.

Favorite Quote

“Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it.”  – Albert Einstein

Education

BS in Finance, Butler University

Professional Designations

Chartered Financial Analyst®

Vishaal Tummala, CFP®

Wealth Associate

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Cory Rappaport, CPA

Wealth Associate

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Jill Kaz, CFP®

Financial Planner

Mary Berman

Client Service Administrator

Tom Buhrmann, CIMA®

Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Jaclyn Simon

Client Service Administrator

Wendy Sabul-Mintzer

Operations Associate

Dennis Barron

Marketing & Communications Coordinator

Michele Turner

Client Service Administrator

Mary Ann Sendik

Client Service Administrator

Whitney Beswick

Operations Associate

Lee Ford

Manager of Operations & Client Service

Mark Weil, CFP®

Wealth Advisor

Joanna Hurley

Receptionist & Administrative Assistant

Brian Wendt

Client Service Administrator

Joseph Thompson

Wealth Associate

Toni Bregenzer

Manager of Risk & Client Service

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Kathy Klein, CFP®

Wealth Advisor

Lauren Ross

Manager of Investment Operations

Andrew Cohn, AIF®

Retirement Plan Advisor

Lindsay Pflug

Manager of Training & Process Development

Betsy Wellington

Client Service Administrator

Adam Rudolph, CFP®

Associate Wealth Advisor