Clear Perspective Team Michael Morcos Image

Michael J. Morcos

WEALTH ADVISOR

Michael has been working in the financial services industry since 1994. He most recently was a Senior Vice President of Old Second Wealth Management. At Old Second, Michael was responsible for research and security selection for a portion of the firm's equity common trust funds. He initially covered companies in the consumer staples and industrial economic sectors. Later he added technology and alternative assets to his responsibilities and in 2010 Michael was named head of the Old Second Diversified Equity Fund.

He has appeared on CNBC, Bloomberg television, and Fox Business. In July, 2011, Michael and his Partners launched Clear Perspective Advisors. Michael earned his bachelor's degree in Economics from the University of Illinois and his MBA from DePaul University. He is a Board Member of the Dunham Fund and the Aurora Chamber of Commerce.

EDUCATION & PROFESSIONAL DESIGNATIONS

University of Illinois, B.A.
DePaul University, M.B.A.
FINRA Licenses 6, 7, 63, 65
State of Illinois Life Insurance License