Michael Schodrof brings over 25 years of experience in financial services, beginning with a successful career in institutional equity sales where he advised money managers, insurance firms, and hedge funds on capital formation and investment strategy. Today, he serves as Vice President of Investments at Schodrof Capital, part of Alex. Brown – Raymond James, where he provides tailored wealth strategies for business owners, corporate executives, and family offices.
He holds the CEPA® (Certified Exit Planning Advisor) and CFA® (Chartered Financial Analyst) designations, reflecting his expertise in business transition planning and capital markets. Michael specializes in helping clients view their companies as capital assets-not just sources of income-guiding them through strategic exits and long-term planning.
Based in Chicago, Michael is committed to helping clients navigate pivotal life events, prepare for retirement, and grow their wealth with foresight. His approach emphasizes that strong planning on the front end can unlock greater wealth than even the best reactive investment management.
In this episode, we discuss:
- Network with a generous mindset
- Understand emotional capital
- Plan for the unexpected
- Grow with integrity
Lightbulb Moments:
- True networking isn’t transactional-it’s about giving first. Building relationships with the long game in mind, taking risks to connect meaningfully, and stepping out of your comfort zone often lead to the most rewarding professional bonds.
- In the entrepreneurial world, money is emotional. Business owners often see their companies as deeply personal, so recognizing this emotional layer is vital for anyone navigating deals, investments, or partnerships.
- A successful business exit depends more on preparation than timing. Most transitions are triggered by unforeseen life events, and treating a business as a capital asset rather than a personal ATM allows for stronger wealth outcomes.
- Professional and personal development require consistency, curiosity, and character. Embrace new learning opportunities, remain open to new groups, and always lead with integrity-because even when no one’s watching, your example speaks volumes.
A Quote To Remember
“If you approach networking, and the question in the back of your head is always, ‘What’s in it for me,’ you are absolutely missing out on what it’s all about.” – Michael Schodrof
Connect with Michael Schodrof:
Website: https://www.alexbrown.com/schodrofcapital/
LinkedIn: https://www.linkedin.com/in/michaelschodrof/
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