Chicago Partners Investment Group LLC

H. Robert Bradley is a CFP® with 27 years of experience in the financial industry. He is currently with Chicago Partners Investment Group LLC and has previously worked at Mutual Securities, Inc. and Northlanding Financial Partners, LLC. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, nonprofits, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios, utilizing fundamental analysis and strategies such as direct indexing and tax-loss harvesting.

John Braeseke is a financial advisor at Chicago Partners Investment Group LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. for 35 years. Outside of finance, he is involved in voiceover and acting work. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, and retirement services. The firm employs a long-term, diversified investment approach with customized portfolios and sponsors affiliated pooled investment vehicles.

Thomas Reed is a financial advisor with Chicago Partners Investment Group LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Chicago Partners since 2013. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, endowments, and corporations, providing portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach using fundamental analysis and offers customized portfolios, including strategies like direct indexing and tax-loss harvesting.

Stephen Manus is a financial advisor with Chicago Partners Investment Group LLC, holding a Series 65 credential and three years of industry experience. He has been with Chicago Partners since 2022 and has worked at CastleArk Management since 2004. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, not-for-profit plans, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios, using fundamental analysis and strategies such as direct indexing and tax-loss harvesting, and is notable for sponsoring affiliated pooled investment vehicles and serving private fund clients.

Nicholas Muscolino is a Series 66-licensed financial advisor with one year of industry experience. He currently works at Chicago Partners Investment Group LLC and previously held roles at Ameriprise Financial Services LLC and Northwestern Mutual. Muscolino’s background includes academic experience at the University of Kentucky. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, endowments, corporations, and other entities, offering financial planning, portfolio management, and family office consulting. The firm employs a long-term, diversified, asset-allocation focused investment strategy combining fundamental analysis and quantitative optimization.

Kinsey Hagedorn is a financial advisor at Chicago Partners Investment Group LLC with one year of industry experience. She holds a Series 65 designation and previously worked in education at the University of Kansas and New Trier High School. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, not-for-profit plans, and corporations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan services. The firm employs a long-term, diversified investment approach utilizing fundamental analysis and customized portfolios, and is notable for sponsoring affiliated pooled investment vehicles and serving insurance company clients.

Jacob Hianik is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Chicago Partners Investment Group LLC. He has four years of industry experience, including five years with Chicago Partners Wealth Advisors. Prior to his advisory career, he was a student for ten years. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, nonprofits, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios, utilizing fundamental analysis and strategies such as direct indexing and tax-loss harvesting.

John Nicholas is a financial advisor at Chicago Partners Investment Group LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Chicago Partners since 2014. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, nonprofits, endowments, and corporations. The firm employs a long-term, diversified investment strategy, offering customized portfolio management, financial planning, retirement services, and an automated advisory program, with a focus on fundamental analysis and a range of strategies such as direct indexing and tax-loss harvesting.

Matthew Fischer is a CFA® charterholder with 11 years of industry experience. He has been with Chicago Partners Investment Group LLC since 2011. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, not-for-profits, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios and offers services ranging from discretionary portfolio management to family-office reporting.

Patrick Daniels is a financial advisor at Chicago Partners Investment Group LLC with one year of industry experience. He holds a Series 65 designation. Prior to his current role, his background includes positions at Sunset Ridge Country Club, Kirco Manix, Indiana University, University of St. Thomas, Winnetka Golf Club, and Loyola Academy. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, nonprofits, endowments, and various business entities, offering financial planning, portfolio management, and family office consulting. The firm employs a long-term, diversified, asset-allocation approach that integrates fundamental and quantitative analysis across multiple investment strategies.

Janie Strasser is a CFP® professional with 20 years of industry experience. She has been with Chicago Partners Investment Group LLC since 2018 and previously worked at Empirical Wealth Management and MDS Investments, Inc. DBA Ponderosa Wealth Management. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios and offers services such as discretionary portfolio management, financial planning, and family-office reporting.

Connor Garrigus is a financial advisor with Chicago Partners Investment Group LLC holding a Series 65 designation. He joined the firm in 2026 and previously held positions related to education at Wake Forest University and Loyola Academy. He has no prior industry experience before joining Chicago Partners Investment Group. Chicago Partners Investment Group LLC provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other business entities. The firm employs a long-term, diversified, asset-allocation oriented investment approach that incorporates fundamental analysis and quantitative optimization across various asset classes including mutual funds, ETFs, direct indexing, and fixed income.

Seamus Kelly is a financial advisor with Chicago Partners Investment Group LLC, holding a Series 65 designation and beginning his industry career in 2024. Prior to joining Chicago Partners in 2025, he worked at UBS and has academic experience from the University of Chicago. Chicago Partners Investment Group serves a diverse client base, including individuals, trusts, endowments, corporations, and nonprofit plans. The firm employs a long-term, diversified investment approach with customized portfolios, utilizing fundamental analysis and strategies such as direct indexing and tax-loss harvesting.

James Hagedorn is a CFA® charterholder with 22 years of experience in the financial industry. He has been with Chicago Partners Investment Group LLC since 2009 and also works with The Mosaic Financial Group LLC. Chicago Partners Investment Group LLC advises a diverse range of clients, including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach that incorporates fundamental analysis, customized portfolios, and strategies such as direct indexing and tax-loss harvesting.

Andrew Kang is a financial advisor with Chicago Partners Investment Group LLC, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. He has worked at Chicago Partners since 2020 and previously was employed by TD Ameritrade. Before entering the financial sector, he was involved with It's Boba Time and California State University Fullerton. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, nonprofits, endowments, and corporations. The firm employs a long-term, diversified investment strategy, offering customized portfolio management, financial planning, and specialized services such as family-office reporting and automated advisory programs.