Michael J. Morcos, Wealth Advisor

Michael has been working in the financial services industry since 1994. He most recently was a Senior Vice President of Old Second Wealth Management. At Old Second, Michael was responsible for research and security selection for a portion of the firm’s equity common trust funds. He initially covered companies in the consumer staples and industrial economic sectors. Later he added technology and alternative assets to his responsibilities and in 2010 Michael was named head of the Old Second Diversified Equity Fund.

He has appeared on CNBC, Bloomberg television, and Fox Business. In July, 2011, Michael and his Partners launched Clear Perspective Advisors. Michael earned his bachelor’s degree in Economics from the University of Illinois and his MBA from DePaul University.  He is a Board Member of the Dunham Fund and the Aurora Chamber of Commerce.

mmorcos@clearperspectiveadvisors.com
630-780-1711

Our Locations

Aurora Location

  • 201 N. Constitution Dr, Suite 2
  • Aurora IL. 60506
  • Phone: 630-780-1701
  • Fax: 630-780-1702
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St Charles Location

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No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Securities offered through Ausdal Financial Partners Inc. Member FINRA/SIPC 5187 Utica Ridge Road, Davenport, IA. 52801 563-326-2064 ausdal.com. Clear Perspective Advisors and Ausdal Financial Partners are separately owned and operated companies.