Michael Loizzi

Michael Loizzi is a Senior Vice President and Private Advisor at Rockefeller Capital Management. He is passionate about strategizing with clients as they work towards reaching their goals to become more financially independent. Mike takes particular pride in the education process when working with his clients. Wealthy families often look to him as an advisor and educator to the younger generations.

Prior to Rockefeller, Mike worked at Whitnell and was a member of Whitnell’s Investment Committee. As a member of the committee, he contributed to the investment analysis, due diligence and monitoring of recommended investments. In addition, Mike worked with clients in the positioning of their financial assets and the implementation of a customized investment strategy tailored toward their individual objectives.

Before joining Whitnell in 2005, Mike worked with a real estate firm on both commercial and residential real estate transactions.

He received his Bachelor’s degree in finance from Iowa State University. Mike is a CFA® and a member of the CFA Society of Chicago.