I joined Chicago Partners in September of 2021, and am passionate about helping young professionals plan for the future and manage their wealth so that they're able focus on their own career! I work with a number of clients totaling over $200 million of assets and would be happy to share some strategies that they have used to build their wealth. I am a Series 65 licensed Investment Advisor Representative (IAR), a Certified Financial Planner™ (CFP®) professional, and a graduate of the University of Wisconsin-Madison, double-majoring in Economics and Personal Finance. Most importantly, I am a fiduciary who places the utmost importance on the client's best interest. I do not receive compensation from anyone other than the clients I am serving. In my free time, I enjoy photography, music, reading books, swimming, and hiking around the Sleeping Bear Dunes in northern Michigan!
In 2007, founders Jim Hagedorn and Anthony Halpin launched Chicago Partners, spinning off PricewaterhouseCoopers' (PwC) wealth management arm into a small, Chicago-based RIA. Starting with 100 clients and one 4-person office in Chicago, Jim and Anthony focused on creating high-quality customized wealth management strategies for investors. Over the next 13 years, they built a team of over 30 financial professionals with expertise ranging from investment selection to estate planning. As of 2021, Chicago Partners operates locations in fives states, serving as CIO and trusted advisor for over 1,200 investors across the United States and abroad.
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Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Chicago Partners Investment Group, LLC (“CP""), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from CP. CP is neither a law firm, nor a certified public accounting firm, and no portion of the commentary content should be construed as legal or accounting advice. A copy of the CP’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.chicagopartnersllc.com.
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