Mike Garrison

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Consumer Services

Profile

Michael Morse Garrison worked as a Portfolio Manager at Chicago Wealth Management, Inc. from 2004 to 2012.
From 2015 to 2021, the role was Director at BMO Family Office LLC.
Between 2021 and 2024, the position was Wealth Advisor & Director of Investments at Strategic Wealth Partners Group LLC.
Education includes undergraduate studies at Indiana University and an MBA from The University of Chicago Booth School of Business.

Former positions of Mike Garrison

Companies	Position	End
Strategic Wealth Partners Group LLC Strategic Wealth Partners Group LLC Investment ManagersFinance SWP’s investment philosophy emphasizes asset allocation, diversification, limiting volatility, avoiding over-reliance on historical data, and managing taxes prudently. The firm creates portfolios that are individualized to each client’s individual needs. They generally invest client assets among professionally managed investments such as mutual funds, ETFs, structured notes, external managers and other securities they believe are appropriate.	Director of Investments	30/04/2024
BMO Family Office LLC BMO Family Office LLC Investment ManagersFinance BMO Family Office manages each portfolio in accordance with the client’s investment objectives, taking into consideration the client’s risk tolerance, time horizon, tax circumstances, liquidity and cash flow needs, restrictions and constraints, as well as other relevant criteria. The firm allocates client assets among different asset classes with varying levels of risk and return. They diversify client portfolios within and across asset classes, including cash, fixed income, equities, hedge funds, private markets and real assets.	Corporate Officer/Principal	31/08/2021
Chicago Wealth Management, Inc. Chicago Wealth Management, Inc. Investment ManagersFinance CWM uses a tactical investment strategy to help inform allocation decisions, with a primary focus on seeking to maximize absolute long-term return while minimizing large portfolio losses consistent with the client’s designated investment objective.	Corporate Officer/Principal	30/09/2012

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Private companies	5
Indiana University Indiana University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Strategic Wealth Partners Group LLC Strategic Wealth Partners Group LLC Investment ManagersFinance SWP’s investment philosophy emphasizes asset allocation, diversification, limiting volatility, avoiding over-reliance on historical data, and managing taxes prudently. The firm creates portfolios that are individualized to each client’s individual needs. They generally invest client assets among professionally managed investments such as mutual funds, ETFs, structured notes, external managers and other securities they believe are appropriate.	Finance
Chicago Wealth Management, Inc. Chicago Wealth Management, Inc. Investment ManagersFinance CWM uses a tactical investment strategy to help inform allocation decisions, with a primary focus on seeking to maximize absolute long-term return while minimizing large portfolio losses consistent with the client’s designated investment objective.	Finance
The University of Chicago Booth School of Business The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
BMO Family Office LLC BMO Family Office LLC Investment ManagersFinance BMO Family Office manages each portfolio in accordance with the client’s investment objectives, taking into consideration the client’s risk tolerance, time horizon, tax circumstances, liquidity and cash flow needs, restrictions and constraints, as well as other relevant criteria. The firm allocates client assets among different asset classes with varying levels of risk and return. They diversify client portfolios within and across asset classes, including cash, fixed income, equities, hedge funds, private markets and real assets.	Finance