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 identifying and sourcing alternative investment strategies.

John understands that, given the complex nature of the financial industry, it can often be confusing. His highest satisfaction is educating people on the markets, asset allocation, and risk management. He strives to help his clients cut through the noise and keep 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®

Lauren Ross

Manager of Investment Operations

Mark Weil, CFP®

Wealth Advisor

Lee Ford

Manager of Operations & Client Service

Vishaal Tummala, CFP®

Wealth Associate

Andrew Cohn, AIF®

Retirement Plan Advisor

Marcie Nach, CFP®

Financial Planner

Dennis Barron

Marketing & Communications Coordinator

Betsy Wellington

Client Service Administrator

Kathy Klein, CFP®

Wealth Advisor

Wendy Sabul-Mintzer

Operations Associate

Jill Kaz, CFP®

Financial Planner

Cory Rappaport, CPA

Wealth Associate

Mary Berman

Client Service Administrator

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Toni Bregenzer

Manager of Risk & Client Service

Adam Rudolph, CFP®

Associate Wealth Advisor

Michele Turner

Client Service Administrator

Whitney Beswick

Operations Associate

Brian Wendt

Senior Client Service Administrator

Joseph Thompson

Wealth Associate

Lindsay Pflug

Manager of Training & Process Development

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Joanna Hurley

Receptionist & Administrative Assistant

Jaclyn Simon

Senior Client Service Administrator

Jenny Jesse

Client Service Administrator

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer