Vorachek to deliver modern portfolio construction, collaborate with firm's tax experts
Naperville, Ill. - Sikich LLP, a leading professional services firm specializing in accounting, technology, investment banking and advisory services, recently named Curt J. Vorachek as the managing director and partner of the wealth management services practice.
Previously, Vorachek served as the vice president and senior investor at JPMorgan Chase & Co., the vice president and senior private banker at National City Corporation and the vice president of commercial lending at Farm Credit Services of Central & Southwestern Illinois.
Vorachek has more than 25 years of experience in the wealth management sector, with specific expertise in investment management, personal trust, private banking and insurance services to high net worth individuals and nonprofits. In his new role, he will develop asset allocation strategies, manage a variety of portfolios and partner with the firm's tax and accounting experts to better serve his diverse group of clients from numerous industries.
"Curt brings a commitment to collaboration and a holistic approach to wealth management," said Jim Sikich, CEO of Sikich LLP. "He is very solutions-oriented and will help us work together more effectively to provide long-term value to our clients across multiple areas."
Vorachek currently holds Financial Industry Regulatory Authority (FINRA) Series 7 and North American Securities Administrators Association (NASAA) Series 66 licenses, as well as several life, health and annuity licenses.
He is currently a member of Rotary International, the Sangamon Valley Estate Planning Council and Shriners International.
Vorachek, 57, received a bachelor's degree in marketing from the University of North Dakota and a master's degree in business administration from the University of Illinois Springfield.
About Sikich LLP
Sikich LLP, a leading professional services firm specializing in accounting, technology, investment banking and advisory services, has more than 600 employees throughout the country. Founded in 1982, Sikich now ranks as one of the country's Top 35 Certified Public Accounting firms and is among the top 1 percent of all enterprise resource planning solution partners in the world. From corporations and non-profits to state and local governments, Sikich clients can use a broad spectrum of services and products that help them reach long-term, strategic goals.
Advisory services offered through Sikich Financial, a Registered Investment Advisor. General Securities offered through Triad Advisors, Member FINRA/SIPC. Sikich Financial and Triad Advisors are not affiliated. Securities are offered through Sikich Corporate Finance LLC, a registered broker dealer with the Securities Exchange Commission and a member of FINRA/SIPC.