DEERFIELD, Ill.--(BUSINESS WIRE)--Strategic Wealth Partners, LLC, a Chicago area-based independent investment advisory firm, today announced the hiring of Michael Karmin as Investment Advisor. Karmin joins Strategic Wealth Partners in its focus on serving the needs of high net worth individuals, families and institutions seeking to preserve and grow wealth through insightful planning and objective advice.
Karmin will work closely with Strategic Wealth Partners’ co-founders David Copeland and Neal Price to execute the firm’s strategy of providing clients solutions and independent-minded investment advice through a transparent open-architecture platform.
“Michael has a track record that illustrates a deep appreciation for Strategic Wealth Partners’ client-centric, objective approach and conservative wealth-preservation philosophy,” said Price. “We are excited to have Michael join our team of exceptional wealth management and financial advisory professionals.”
Karmin joins Strategic Wealth Partners from Northern Trust Company’s Global Investments business unit where he served in the role of Equity Portfolio Manager. While there, he managed more than 125 tax-advantaged equity investment portfolios totaling more than $500 million in assets for high net worth individuals and institutional clients. Over a period of six years at Northern Trust, Karmin steadily earned increased levels of responsibility. His expertise includes developing and implementing customized equity portfolios designed to meet each client’s investment, tax and reporting needs.
Karmin received a Bachelor of Science in Finance from the University of Illinois, Urbana-Champaign. He is a CFA Charterholder and is a member of the CFA Society of Chicago and the CFA Institute.
Strategic Wealth Partners provides financial advice on a fee-for-services basis. Central to the firm’s core philosophy is separation of brokerage from investment advisory services – eliminating any question of dual loyalties. The firm prides itself on helping clients set realistic financial goals designed to be reached with modest levels of volatility. Strategies are tailored to fit the unique needs of each client’s short and long-term goals.
Strategic Wealth Partners is ranked in AdvisorOne’s list of 100 Top Wealth Managers of 2011. The firm is recognized in Financial Advisor (FA) Magazine’s 2011 Registered Investment Advisor (RIA) Survey and is also a 2011 Chicago Five Star Wealth Manager recipient.
ABOUT STRATEGIC WEALTH PARTNERS
Strategic Wealth Partners, LLC is an investment advisory and financial planning firm providing wealth strategies and independent, objective advice to high net worth individuals and institutions. Founded in 2008 by principals David Copeland and Neal Price, the firm provides a complete wealth management platform by integrating all elements of a comprehensive strategy including investments, insurance, estate planning and tax counseling. Strategic Wealth Partners works with its clients’ trusted advisors to provide personalized programs. Located in Deerfield, Ill., Strategic Wealth Partners provide clients successful wealth strategies, independent, objective advice and best-in-class service. Learn more at www.stratwealth.com.
Strategic Wealth Partners, LLC (“Strategic Wealth Partners”) is an SEC registered investment adviser. This letter is limited to the dissemination of general information pertaining to Strategic Wealth Partners‘ investment advisory services. There is no guarantee that the views and opinions expressed herein will come to pass.
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