Moira Fahey-Ullrich

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Moira’s vision is to build a sustainable wealth management firm that will serve future generations of our clients through team member career development, thoughtful succession planning and use of innovative technology.

Moira is responsible for the firm’s overall operations, strategy, compliance and marketing. Similar to the firm’s drive to offer clients creative planning and investment solutions, Moira focuses on improving client service through internal innovation. Her personal passion is to drive firm success through the career development of each team member. Moira thrives on leveraging people’s strengths and working to help grow their skillsets to achieve uncommon results.

Prior to SWP, Moira’s career spanned 28 years in various roles at LaSalle Bank of Chicago, where she continually challenged herself to learn and seize new opportunities. Her early years at LaSalle focused on relationship management with high-net worth clients and registered investment advisors. Moira transitioned into leading wealth management product development where she improved client service by utilizing a team approach and better technology. Later, as Chief Administrative Officer in brokerage services, Moira managed the launch of a Mass Affluent service model throughout the Midwest. Moira’s breadth of experience in financial services and steadfast focus on client service made for an excellent fit with SWP.

Originally from Connecticut, Moira currently resides with her family in Chicago’s North Shore. She developed a life-long passion for cultural exchange after residing in Rome, Italy and as a result has hosted three exchange students in her home over the past few years.

Favorite Quote

“Courage is like a muscle. We strengthen it by use.” – Ruth Gordon

Leadership & Community

AFS Intercultural Programs

Education

MBA in Finance, Loyola University Chicago
BA in History, Saint Mary’s College – Notre Dame, IN

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Dennis Barron

Marketing & Communications Coordinator

Jaclyn Simon

Senior Client Service Administrator

Brian Wendt

Senior Client Service Administrator

Whitney Beswick

Operations Associate

Lauren Ross

Manager of Investment Operations

Mark Weil, CFP®

Wealth Advisor

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Kathy Klein, CFP®

Wealth Advisor

Mary Berman

Client Service Administrator

Michele Turner

Client Service Administrator

Marcie Nach, CFP®

Financial Planner

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Cory Rappaport, CPA

Wealth Associate

Andrew Cohn, AIF®

Retirement Plan Advisor

Vishaal Tummala, CFP®

Wealth Associate

Toni Bregenzer

Manager of Risk & Client Service

Adam Rudolph, CFP®

Associate Wealth Advisor

Wendy Sabul-Mintzer

Operations Associate

John Mariscalco, CFA®

Associate Wealth Advisor

Joseph Thompson

Wealth Associate

Joanna Hurley

Receptionist & Administrative Assistant

Jenny Jesse

Client Service Administrator

Jill Kaz, CFP®

Financial Planner

Betsy Wellington

Client Service Administrator

Lee Ford

Manager of Operations & Client Service

Lindsay Pflug

Manager of Training & Process Development