Chicago, IL North Wacker Drive logo

Chicago, IL North Wacker Drive Office

Team
Updated today
Chicago Partners Investment Group LLC logo

Chicago Partners Investment Group LLC

Multi-team

Firm-wide stats for Chicago Partners Investment Group LLC

Total advisors

58

Across 12 offices

Clients per advisor

47 Low

Avg AUM per client

$2,570,643 Very High

HNW client ratio

64% Very High

About

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, and also offers family office, trustee and retirement‑plan consulting services. Its client work includes financial planning, portfolio management (separately managed accounts and model portfolios), selection and oversight of other advisers, 401(k) plan option review, and consolidated reporting for family office clients.

The firm generally follows a long‑term, diversified, asset‑allocation oriented investment approach that blends fundamental analysis with quantitative optimization and model‑based portfolio construction. It implements strategies across mutual funds, ETFs, direct indexing, fixed income, options, structured notes and, in limited cases, long/short strategies and cryptocurrency exposure (typically via ETFs), with ongoing monitoring and allowance for client‑imposed restrictions and tax‑aware considerations.

Noteworthy features disclosed in the brochure include affiliated private funds (Diversified Equity Fund, Diversified Income Fund and a Diversified Tax Aware Fund) with daily/monthly NAVs and PCAOB‑audited financials, plus a sub‑advisory role in a vehicle that aggregates private investments; the firm adjusts client advisory fees to reflect allocations to these funds to maintain a blended fee. The firm also holds ownership interests in several financial‑services technology companies (portfolio/CRM and AI lead‑generation tools), discloses use of AI under an internal policy, and participates in custodian referral programs—relationships it identifies as potential conflicts of interest and which it addresses through disclosures and internal governance.

Based on Chicago Partners Investment Group LLC

Expertise

Wealth management Private / alternative investments Options & derivatives strategies

Based on Chicago Partners Investment Group LLC

Occupation focus

Founder/Business Owner Retired

Based on Chicago Partners Investment Group LLC

Location

1 North Wacker Drive, Suite 4075

Chicago IL 60606

Advisors at this office

44

Advisors at this office

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John B

Series 63, Series 65

Chicago, IL

Chicago Partners Investment Group LLC

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.

Wealth management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Nicholas M

Series 66

Chicago, IL

Chicago Partners Investment Group LLC

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.

Wealth management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Kinsey H

Series 65

Chicago, IL

Chicago Partners Investment Group LLC

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.

Wealth management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Jacob H

CFP®, Series 65

Chicago, IL

Chicago Partners Investment Group LLC

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.

Wealth management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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John N

Series 63, Series 65

Chicago, IL

Chicago Partners Investment Group LLC

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.

Wealth management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Matthew F

CFA®, Series 65

Chicago, IL

Chicago Partners Investment Group LLC

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.

Wealth management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Patrick D

Series 65

Chicago, IL

Chicago Partners Investment Group LLC

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.

Wealth management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Connor G

Series 65

Chicago, IL

Chicago Partners Investment Group LLC

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.

Wealth management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Seamus K

Series 65

Chicago, IL

Chicago Partners Investment Group LLC

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.

Wealth management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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James H

CFA®

Chicago, IL

Chicago Partners Investment Group LLC

James Hagedorn is a CFA® charterholder with 22 years of experience in the financial advisory industry. He has worked at Chicago Partners Investment Group LLC since 2009 and previously held roles at The Mosaic Financial Group LLC and PricewaterhouseCoopers Investment Advisers LLC. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, nonprofit plans, endowments, corporations, and other entities, offering financial planning, portfolio management, family office services, and retirement-plan consulting. The firm employs a long-term, diversified, asset-allocation approach that integrates fundamental analysis with quantitative methods across various investment strategies.

Wealth management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
user avatar

Andrew K

Series 63, Series 65

Chicago, IL

Chicago Partners Investment Group LLC

Andrew Kang is a financial advisor at Chicago Partners Investment Group LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade and for It's Boba Time, a beverage business. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, endowments, corporations, and other entities, offering portfolio management, financial planning, and family office consulting. The firm employs a long-term, diversified, asset-allocation investment approach combining fundamental analysis with quantitative methods and serves clients through strategies including mutual funds, ETFs, direct indexing, and tax-aware portfolio construction.

Wealth management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
user avatar

Nicholas G

CFP®, Series 65

Chicago, IL

Chicago Partners Investment Group LLC

Nicholas Guido is a CFP® with 11 years of industry experience, currently serving at Chicago Partners Investment Group LLC since 2013. He also owns an insurance business based in Chicago. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, nonprofits, and corporations, using a long-term, diversified investment approach with customized portfolios and a range of strategies such as direct indexing and tax-loss harvesting.

Wealth management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Matthew V

Series 65

Chicago, IL

Chicago Partners Investment Group LLC

Matthew Van Dusen is a Series 65 licensed financial advisor with two years of industry experience. He is currently with Chicago Partners Investment Group LLC and has prior experience at Renaissance, Union Pacific, and Vineyard Vines. He also worked at Creighton University and Regis Jesuit High School during earlier years. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profits, corporations, and other entities, offering financial planning, portfolio management, and consulting services. The firm employs a long-term, diversified, asset-allocation approach integrating fundamental and quantitative analysis across various investment vehicles.

Wealth management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Kelly M

Series 65

Chicago, IL

Chicago Partners Investment Group LLC

Kelly Mac Donald is a financial advisor at Chicago Partners Investment Group LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Aon and StoneX. Her background also includes roles at the University of Illinois at Urbana-Champaign and Lyons Township High School. Chicago Partners Investment Group 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 a range of services such as portfolio management, financial planning, retirement plan consulting, and family-office reporting.

Wealth management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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William M

CFA®

Chicago, IL

Chicago Partners Investment Group LLC

William Murray is a CFA® charterholder with five years of industry experience, currently serving at Chicago Partners Investment Group LLC since 2020. Prior to this, he worked at Chicago Equity Partners for 26 years. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, not-for-profit plans, endowments, and corporations. The firm employs a long-term, diversified investment approach, utilizing fundamental analysis to build customized portfolios and offering a range of services such as portfolio management, financial planning, and retirement plan consulting.

Wealth management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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