Mario Koje

Wealth Manager

Mario’s Story

Mario joined the team in 2021, having spent the last 3 years working in Chicago and Detroit as an investment banker, focused on helping both large corporations and family-owned business sell their companies.

As a financial advisor, Mario collaborates with the other members of the team to cultivate existing client relationships while also creating new ones. With a focus on offering personalized financial services by creating innovative solutions to suit their needs, Mario is committed to helping our clients achieve their goals. Mario holds a Certified Exit Planning Advisor certification, giving him the knowledge to assist our business-owning clients in selling their companies. He also serves on the firm’s Investment Policy Committee, helping to manage current portfolio allocations and develop new strategies that meet the ever-changing financial landscape of our clients.

Helping others reach their goals has always been a top priority for Mario and he considers himself fortunate to work with such a diverse client base. He was drawn to the industry because of his genuine enjoyment for meeting new people and learning about how he fits into their financial goals. He sees these relationships as long-term, meaningful partnerships and his commitment is apparent in the passion that he brings to the job.

While studying at the University of Michigan, Mario focused on developing his understanding of different investment vehicles across different asset classes while in the classroom, all while working at a wide range of companies, from smaller businesses to large international corporations such as Amazon. Mario focuses on taking everything he has learned from these experiences to help become a more well-rounded individual, in turn, offering his clients, well thought-out, customized solutions. Mario earned his BBA from the Ross School of Business at the University of Michigan.


    Favorite Quote

    The happiness of your life depends upon the quality of your thoughts.

    - Marcus Aurelius

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