Joseph Polakoff

Joseph Polakoff is a Partner at Keebeck Wealth Management, a boutique independent advisory firm headquartered in Chicago, Illinois. In his current role, he is responsible for leading client relationships, overseeing wealth management strategies, and marshaling resources to deliver tailored solutions for ultra-high-net-worth individuals and families. Polakoff brings over two decades of experience in the financial services industry, focusing on comprehensive wealth planning, portfolio management, and multi-generational wealth transfer.

Polakoff specializes in serving the ultra-high-net-worth marketplace, with a particular emphasis on private banking, investment advisory, and institutional client segments. His expertise spans a broad range of asset classes, including equities, fixed income, alternative investments, and real estate. He is known for his strategic approach to risk mitigation, asset allocation, and customized portfolio construction, ensuring alignment with clients’ long-term financial goals.

Prior to joining Keebeck Wealth Management in 2018, Polakoff held senior leadership roles at Merrill Lynch, where he served as Director of the Private Banking & Investment Group, International, and Institutional Client Segment. He also held the position of Regional Sales Manager for the Mid America Region, overseeing a wide array of wealth management initiatives. Polakoff holds a Bachelor of Science in Retail & Consumer Studies from the University of Arizona. Throughout his career, he has been recognized for his commitment to client service, innovative wealth management solutions, and his ability to navigate complex financial landscapes for high-net-worth clients.