Nicholas Guido joined Chicago Partners in the fall of 2013 after working for Ameriprise Financial Services. Before joining Ameriprise, Nicholas started his career as a Branch Services Associate in the Ultra High Net Worth sector of UBS Financial Services.In 2018, Nicholas completed his Certified Financial Planner (CFP®) certification program and received his CFP® designation. As a licensed insurance agent, Nicholas also helps clients optimize their insurance plans by using his experience to review and make recommendations to help clients obtain insurance in a cost effective way, while eliminating unnecessary products.Nicholas graduated from North Central College with a B.S. in Finance & Economics and is currently a CFA Level II Candidate. In his free time, he enjoys spending time with his wife, Anastasia, and their three kids, Luca, Mila, and Micah, golfing, watching football, fitness, and traveling.
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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