F Michael Covey

About F Michael Covey

I began my career in Private Wealth Management in at Lehman Brothers with my current business partners. I subsequently joined UBS Private Wealth Management in 2007. Most recently, my partners and I relocated to Merrill Private Wealth Management in Chicago to leverage the Firm\'s enhanced advisory platform. Prior to entering wealth management, I worked for Ernst & Young as a Certified Public Accountant in their Tax and Audit Group. After Ernst & Young, I was asked to join Diversified Financial Management Corp, where I was involved with the accounting and tax compliance work for many of the entities owned by Pritzker Family Business Interests. I run the Team\'s \"Virtual Family Office,\" asset allocation, and manager due diligence. I earned my B.S.B.A. in Accounting from John Carroll University. I am deeply involved in various civic and charitable organizations around the city; most notably the Union League Club of Chicago where I served as the club\'s 125th President, as well as Trustee of the Union League Club\'s Boys and Girls Club. I also serve a on the Board of Directors for John Carroll University and the Western Golf Association/Evans Scholars Foundation. I now work as a Private Wealth Advisor and Managing Director at Merrill Private Wealth Management in Chicago. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Asset allocation does not ensure a profit or protect against loss in declining markets.

Experience

1. Private Wealth Advisor, Managing Director

   Merrill Lynch

   Jun 2017 — Present

Education

• John Carroll University

  Bachelor's Degree

  1990 — 1994