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Jodie Mrotek

Jodie Mrotek

Associate at Steward Partners Investment Advisory, LLC

Milwaukee, WI , United States

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

OrganizationRoleDate RangeDetails
O'Hare Wealth ManagementAssociateDec 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 GroupSales ExecutiveSep 2020 to Nov 2024
Emtek Water & AbatementFounder and Owner and PartnerJan 2019 to Sep 2019
Women owned construction start up (In progress/Under construction)
Geneva Capital Management - Janus HendersonSenior TraderOct 2014 to Aug 2018
Geneva Capital Management, LTD.Senior TraderMar 2002 to Sep 2014

Education

University of Wisconsin-Milwaukee

Skills & Expertise

Financial Analysis
Finance
Trading
Securities
Bloomberg
Equities
Equity Trading
Fixed Income
Financial Markets
Capital Markets
Asset Management
Investments
Portfolio Management

Others at Steward Partners Investment Advisory, LLC (13)

NameRoleLocation
Andrew Gregory
Andrew Gregory
PartnerSuffolk, VA , United States
Joseph Fell
Joseph Fell
Vice President, Wealth and Portfolio SpecialistBossier City, LA , United States
Katie Ramsay
Katie Ramsay
Partner, Vice President, and Wealth and Portfolio SpecialistManchester, NH , United States
M
Michael Carilli
Vice President - Wealth and Portfolio SpecialistBoston, MA , United States
Michael Kutsaya
Michael Kutsaya
Head of TradingWarminster, PA , United States
Scott Salvail
Scott Salvail
Vice President, Wealth and Portfolio SpecialistBossier City, LA , United States
Ali Allen
Ali Allen
Vice President, Partner and Wealth and Portfolio SpecialistWashington, DC , United States
Austin Eppel
Austin Eppel
Senior AssociateMorris Plains, NJ , United States
Crcp Heather Marie Dolce
Crcp Heather Marie Dolce
PartnerPhiladelphia, PA , United States
L
Linda Rozycki
Vice President, Partner and Portfolio Management AnalystFlorham Park, NJ , United States
Showing 1-10 of 13 team members

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