About
Jodie Mrotek is an Associate at Steward Partners Investment Advisory, LLC, based in Milwaukee, WI. Her current responsibilities include supporting client relationship management, assisting in wealth planning, and coordinating investment strategy implementation with a focus on serving family and institutional clients in the Wisconsin market. She works within O'Hare Wealth Management, a Steward Partners team, where the advisory scope includes comprehensive financial solutions for ultra-wealthy families, retirement planning, asset management, and institutional consulting.
Jodie’s recent career background includes her ongoing Associate role at O'Hare Wealth Management, following her tenure as a Sales Executive at Powers Realty Group and as Founder/Owner at Emtek Water & Abatement. Her sector exposure covers real estate, private wealth management, and alternative asset consulting, allowing her to bring multidisciplinary expertise to investment advisory and client service delivery.
She holds a degree from the University of Wisconsin-Milwaukee, supporting her foundation in financial strategy and client advisory work. Her breadth of experience across real estate and entrepreneurial business, combined with her current role, positions her as a specialist in comprehensive wealth planning and high-net-worth client solutions in the Midwest region.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| O'Hare Wealth Management | Associate | Dec 2024 to Present | Steward Partners is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and inv... |
| Powers Realty Group | Sales Executive | Sep 2020 to Nov 2024 | — |
| Emtek Water & Abatement | Founder and Owner and Partner | Jan 2019 to Sep 2019 | Women owned construction start up (In progress/Under construction) |
| Geneva Capital Management - Janus Henderson | Senior Trader | Oct 2014 to Aug 2018 | — |
| Geneva Capital Management, LTD. | Senior Trader | Mar 2002 to Sep 2014 | — |
Education
University of Wisconsin-Milwaukee
Skills & Expertise
Others at Steward Partners Investment Advisory, LLC (13)
| Name | Role | Location |
|---|---|---|
| Partner | Suffolk, VA , United States | |
| Vice President, Wealth and Portfolio Specialist | Bossier City, LA , United States | |
| Partner, Vice President, and Wealth and Portfolio Specialist | Manchester, NH , United States | |
M Michael Carilli | Vice President - Wealth and Portfolio Specialist | Boston, MA , United States |
| Head of Trading | Warminster, PA , United States | |
| Vice President, Wealth and Portfolio Specialist | Bossier City, LA , United States | |
| Vice President, Partner and Wealth and Portfolio Specialist | Washington, DC , United States | |
| Senior Associate | Morris Plains, NJ , United States | |
| Partner | Philadelphia, PA , United States | |
L Linda Rozycki | Vice President, Partner and Portfolio Management Analyst | Florham Park, NJ , United States |
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| Partner, Portfolio Manager | First Manhattan Co. LLC. | New York, NY , United States | |
A Adam Wolf | Analyst | First Manhattan Co. LLC. | New York, NY , United States |
| Partner | Summit Trail Advisors, LLC | New York, NY , United States | |
B Brandon Woods | Principal | Summit Trail Advisors, LLC | New York, NY , United States |
| Portfolio Manager | Select Equity Group, L.P. | New York, NY , United States | |
A Aldo Eysaman | Associate Analyst | Select Equity Group, L.P. | Seattle, WA , United States |