PICKWICK WEALTH MANAGEMENT - Key Persons
Job Titles:
- Director of Operations of Pickwick Financial Group
The president of the company, Christina Walasik, has over a decade of experience in the financial services industry. Before starting Pickwick Wealth Management, LLC, she was VP of a successful financial services firm in Skokie, IL for 13 years. Christina's degree in Finance from DePaul University complements her extensive background that encompasses retirement planning, wealth management, legacy planning, review of social security benefits and tax planning. Christina prides herself on the relationships she's built with her clients over the years and understands the importance of creating a financial plan that best suits a family's needs. Christina obtained her CFP® certification through Northwestern University.
Andrew Caverley joins Christina as the Director of Operations of Pickwick Financial Group. Andrew completed his degree at Michigan State University (he's a HUGE Spartan fan) in Human Resources with a specialization in Business and cognate in Political Science. He has extensive experience in financial services and in general management practices. Andrew and Christina have known each other professionally for years, and their complimentary skill sets maximize your experience with our firm.
Job Titles:
- Senior Portfolio Manager / Gradient Investments, LLC
Keith joined Gradient Investments in 2018 and has more than 25 years of industry experience. Prior roles include asset management for a multi-billion dollar portfolio with a large institutional asset management firm. Keith is a CFA® charterholder, managed a Lipper Award winning mutual fund, and has been featured in media outlets such as Investor's Business Daily, Nasdaq, Reuters, and Bloomberg.
Job Titles:
- Leader of Gradient Investments and Has Been
- President / Gradient Investments, LLC
As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 30 years of industry experience including prior roles managing multi-billion dollar portfolios for an institutional asset manager. Michael is a CFA® charterholder and is a frequent contributor on CNBC, Fox Business, Barron's, and the Wall Street Journal.
Job Titles:
- Portfolio Manager / Gradient Investments, LLC
Tyler joined Gradient Investments in 2018 after prior roles with a large retail wealth advisory firm. Tyler has developed experience with financial advice, asset allocation, and investment analysis across the asset spectrum. He is a CFA® charterholder and has been featured in media outlets including TD Ameritrade Network, Reuters and the Wall Street Journal.