Michael J. Swallow, CFA, CPA, AIF® | CBIZ, Inc.

Employee

Michael J. Swallow, CFA, CPA, AIF®

Executive Vice President

Phone: 216-520-6167
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Overview

Mike is an executive vice president at CBIZ Retirement Plan Services and is associated with CBIZ Investment Advisory Services as a financial advisor. He works with plan sponsors to help them meet their organization’s retirement plan goals and manage the personal liability associated with being a fiduciary to a qualified plan. He provides consulting services to private and public companies, as well as not-for-profit organizations. Through CBIZ IAS, Mike provides investment management to individuals, trusts, defined benefit plans, cash balance plans, endowments and foundations.

Mike and his wife, Jaime, reside in Rocky River, Ohio, with their four children, Natalie, Michael, Angelina and Nicholas. In his free time, Mike enjoys suffering with other Cleveland sports fans while supporting Cleveland sports teams.

Education

  • B.A., Accounting, John Carroll University

Professional Designations

  • Chartered Financial Analyst (CFA)
  • Certified Public Accountant (CPA)
  • Accredited Investment Fiduciary (AIF®)

Community Involvement

Mike is the co-founder and President of The Northeast Ohio Foundation for Patriotism (NEOPAT). NEOPAT is a not-for-profit organization focused on supporting the efforts of local military personnel and their families. In 2013, Mike was recognized by the Invest in Others Charitable Foundation and named Volunteer of the Year for his efforts with this charity. Mike is also on the Lakeside Chautauqua Foundation Board.

Awards

  • CBIZ RPS was listed as a PLANADVISER Top 100 Retirement Plan Adviser every year since 2014.
  • Crain’s Cleveland Business Forty under 40 (2011)
  • 401k Wire, 300 Most Influential DC Advisors (2010)

Associated Offices

Cleveland - CBIZ RPS - Cleveland 6050 Oak Tree Blvd.
Suite 500
ClevelandOH  44131