Michael Garrison, CFA, CFP®
Wealth Advisor and Director of Investments at Strategic Wealth Partners (SWP)- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater Chicago Area
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Experience
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Strategic Wealth Partners (SWP)
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United States
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Financial Services
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1 - 100 Employee
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Wealth Advisor and Director of Investments
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Sep 2021 - Present
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BMO Family Office
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Financial Services
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100 - 200 Employee
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Director
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Jun 2015 - Sep 2021
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Morningstar
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United States
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Financial Services
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700 & Above Employee
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Senior Investment Consultant
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Nov 2012 - May 2015
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Chicago Wealth Management, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Principal and Portfolio Manager
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Mar 2004 - Oct 2012
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Education
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The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.) -
Indiana University - Kelley School of Business
Bachelor's Degree
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