Michael Cooney

• Advisor, Personal Office^®
• 224.655.7402
• michael.cooney@northrockpartners.com

Michael Cooney has spent 25 years counseling wealthy individuals and families on strategies to preserve, grow, and transfer wealth effectively and with impact. Navigating the complexities of public and private market economics, as well as financial and family dynamics, he advises entrepreneurs, founders, private business owners, corporate executives, financial and real estate professionals, and multi-generational families on managing both their personal fortunes and the foundation and endowment assets tied to their endeavors.

Mike is deeply committed to fostering confidence and clarity in financial decision-making. Practical and proactive, he helps clients streamline and simplify financial complexities, protect wealth, and create lasting legacies. His recommendations are grounded in thoughtful analysis and tailored to each client’s unique circumstances, allowing them to focus on what matters most in their lives. Through strategic financial guidance, he empowers clients to define their vision, achieve their goals, and advance their ambitions.

Collaboration is central to Mike’s approach. He draws on NorthRock’s specialized teams to deliver customized solutions across investment programs, family governance, business transitions and succession planning, trust and estate integration, and tax and risk mitigation. Clients benefit from holistic advice that encompasses retirement planning, cash flow management, specialized lending, and philanthropic strategy—all aligned with their personal and family objectives. During pivotal life transitions, Mike takes time to understand each client’s vision and aspirations, ensuring that strategies reflect what is most important to them.

Mike and his team are recognized for being thoughtful, attentive, and dedicated to delivering exceptional, high-touch, and personalized service with integrity, discretion, and care.

Before joining NorthRock’s Chicago team, Mike held senior leadership positions at Bank of America, J.P. Morgan, and Wells Fargo, in addition to roles at UBS and Northern Trust.

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