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Michael W
CFA®
Chicago, IL
Studio Investment Management
Michael Wolcott is a CFA® charterholder with 14 years of industry experience. He has been with Studio Investment Management in Chicago, IL since 2011. Studio Investment Management serves a diverse client base including high-net-worth individuals, trusts, retirement plans, partnerships, and government entities. The firm employs a value-oriented investment approach focused on fundamental analysis and long-term portfolio management, offering discretionary portfolio management, financial planning, and investment consulting services.
Neha H
CFP®, CFA®
Chicago, IL
Studio Investment Management
Neha Howery is a CFP® and CFA® with 10 years of experience in financial advising, currently serving at Studio Investment Management since 2011. She is based in Chicago, IL, and works as part of a four-advisor team. Studio Investment Management serves individuals, trusts, retirement plans, partnerships, government entities, and other legal entities, offering discretionary portfolio management, financial planning, and investment consulting. The firm emphasizes a fundamental, value-oriented investment approach with a long-term perspective and manages approximately $831.5 million in discretionary assets.
James V
CFP®, CFA®
Chicago, IL
Studio Investment Management
James Veers is a CFP® and CFA® credentialed advisor with two years of industry experience. He currently works at Studio Investment Management and previously held roles at Great Lakes Advisors and Lombardia Capital Partners. Studio Investment Management serves individuals, trusts, retirement plans, partnerships, government entities, and other legal entities, offering discretionary portfolio management, financial planning, and investment consulting. The firm emphasizes a value-minded, long-term investment approach using individual securities and funds, tailoring portfolios to client guidelines while considering total client costs.
Philip S
Series 65
LaSalle, IL
Studio Investment Management
Philip Slevin is a Series 65-registered advisor with Studio Investment Management, bringing one year of industry experience. His prior roles include six years at Hometown National Bank and over 17 years at Alpha and Omega Capital, LLC/Elohim Capital Partners. Studio Investment Management is an SEC-registered adviser serving individuals, trusts, partnerships, retirement plans, and government entities on a discretionary basis. The firm employs a value-oriented investment approach using both active and passive strategies, supported by third-party research and scenario analysis tools, and manages approximately $903 million in discretionary assets across a team of four advisors.
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