Strategic Wealth Partners Group, an independent wealth management firm based in both the Chicago and Milwaukee areas, has promoted Michael Karmin, CFA, CFP, to Principal of the firm.Karmin joined Strategic Wealth Partners in 2012 and has worked in the financial services industry for over 12 years. He takes pride in creating deep personal and professional relationships to understand each client’s unique needs and goals, as well as ensuring that they are comfortable with their strategic plans. He has also taken an active role in the community and is the President-Elect of the Jewish Council for Youth Service (JCYS).
“We are proud to welcome Michael as a Principal of the organisation,” says David Copeland, Principal and co-founder of Strategic Wealth Partners. “He has shown tremendous leadership in his approach to a variety of client and company initiatives. His focus on providing superior client service is the embodiment of our firm.”
Strategic Wealth Partners is a part Focus Financial Partners, a leading partnership of independently managed wealth management firms. Focus provides strategic support to help its partner firms achieve objectives, including support of growth initiatives and development of strong succession plans.