Health and Wealth Podcast with Carter & Tim

Shari Greco Reiches, Co-Founder, Principal, and Chief Visionary Officer of Rappaport Reiches Capital Management


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Episode 45 - Shari Greco Reiches is Co-Founder, Principal, and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent SEC-registered investment advisor.  The firm was founded in 2005 to offer comprehensive financial planning and investment management. Shari is the architect of the firm's Maximize Your Return on Life Solution, which aligns clients' financial planning with their Core Values.


She is a frequent speaker on financial planning and values, author of Maximize Your Return on Life - Invest Your Time and Money in What You Value Most, and enjoys mentoring women in the wealth management profession.


Her advice has been featured in the Wall Street Journal, Worth.com, CNBC.com, U.S. News & World Report, RealSimple.com, and Parade.com, among others. In addition, she is a favorite guest on "money" related podcasts, including Millennial Money and Money Nerds.


Certified in Applied Behavioral Finance, Shari brings more than 30 years of experience in wealth management. Consistent with her Core Value of giving back to the community, she has served in numerous roles in civic and non-profit organizations. Shari was previously Vice-Chair and Board Member of the Illinois State Board of Investments (ISBI), a $23 billion pension system.


She has been active in the Jewish Federation of Metropolitan Chicago, the Chicago Foundation for Women, and the Medical Research Institute Council (now known as the Children’s Research Fund). She also serves on the Evanston, Illinois Finance and Budget Committee.


To learn more about Shari, go here: https://sharigrecoreiches.com/.


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Health and Wealth Podcast with Carter & TimBy Carter Wilcoxson and Tim James

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