Michael Cooney

Senior Vice President, Senior Wealth Advisor

Michael Cooney is a Senior Wealth Advisor working directly with select high net worth individuals, families, and foundations. As a Certified Exit Planning Advisor® (CEPA®) Michael brings 25 years of experience counseling wealthy clients and is driven by his passion to help entrepreneurs, business owners, corporate executives, and multi-generational families preserve, grow, and transfer wealth effectively while creating lasting legacies.

His approach centers on fostering confidence and clarity in financial decision-making through thoughtful analysis tailored to each client's unique circumstances. Michael specializes in working with clients during pivotal life transitions, taking time to understand their vision and aspirations to ensure strategies reflect what matters most to them. His expertise spans investment programs, business transitions and succession planning, trust and estate integration, retirement planning, cash flow management, and philanthropic strategy—all aligned with personal and family objectives.

Michael's background encompasses comprehensive wealth management across leading financial institutions including advisement at NorthRock Partners and senior leadership positions at Bank of America, J.P. Morgan, and Wells Fargo, with earlier career experience at UBS and Northern Trust. This institutional knowledge enables him to navigate the complexities of public and private market economics while addressing the unique financial and family dynamics that sophisticated clients face.

Michael is actively involved in his community, serving as Chairman of the Advisory Council for the Big Shoulders Fund and maintaining involvement with St. Barnabas Parish and St. Rita High School. He is a member of the Union League Club of Chicago.

He is a graduate of Marquette University in Milwaukee, Wisconsin, where he earned his Bachelor of Arts degree.