Mike Karmin

Michael Karmin, CFA®, CFP®


To Mike the most gratifying part of helping people manage their wealth is bringing them a sense of control and confidence about the future.

Whether helping retirees determine their goals among changing circumstances or helping young professionals with growing wealth set good investment habits, Mike best understands and serves his clients’ needs by creating deep personal and professional relationships. He takes pride in making sure his clients are comfortable with their strategic plans and how their investment strategies are aligned with their best interests. Only then can he be sure his clients feel truly confident about and in control of their futures.

Mike has been in the financial services industry helping make a meaningful impact on people’s lives for over a decade. Previously, Mike held a position at the Northern Trust Company where he managed equity portfolios that were customized to clients’ goals. He transitioned to his role at SWP with an understanding of the importance of giving each client’s situation individual attention.

Mike and his wife are Highland Park residents. They love taking their two young daughters to the city to explore its many neighborhoods and restaurants. Mike is also passionate about sports, always eager to engage in lively discussions about the city’s sports teams.

Leadership & Community

Jewish Council for Youth Service (JCYS)
 – President, Board of Directors
CFA Society of Chicago
CFA Institute


BS in Finance, University of Illinois Urbana-Champaign

Professional Designations

Chartered Financial Analyst®

Jill Kaz, CFP®

Financial Planner

Mark Weil, CFP®

Wealth Advisor

William M. Perry, CFP®

Senior Wealth Advisor

Wendy Sabul-Mintzer

Operations Associate

Michele Turner

Client Service Administrator

Joanna Hurley

Receptionist & Administrative Assistant

Jaclyn Simon

Senior Client Service Administrator

Cory Rappaport, CPA

Wealth Associate

John Mariscalco, CFA®

Associate Wealth Advisor

Lauren Ross

Manager of Investment Operations

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Kathy Klein, CFP®

Wealth Advisor

Whitney Beswick

Operations Associate

Vishaal Tummala, CFP®

Wealth Associate

Jenny Jesse

Client Service Administrator

Mary Berman

Client Service Administrator

Adam Rudolph, CFP®

Associate Wealth Advisor

Dennis Barron

Marketing & Communications Coordinator

Joseph Thompson

Associate Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Brian Wendt

Senior Client Service Administrator

Lindsay Pflug

Manager of Training & Process Development

Toni Bregenzer

Manager of Risk & Client Service

Betsy Wellington

Client Service Administrator

Andrew Cohn, AIF®

Retirement Plan Advisor

Marcie Nach, CFP®

Financial Planner

Lee Ford

Manager of Operations & Client Service