Michael J. Swallow, CFA, CPA, AIF®
 
 

Michael J. Swallow, CFA, CPA, AIF®

Executive Vice President

 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.

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