Jim Hagedorn, CFA
Founder, President and CEO, Jim Hagedorn has over 20 years of experience pioneering and building value added multidisciplinary approaches to wealth management. Prior to founding Chicago Partners Investment group LLC, Jim was a partner at The Mosaic Financial Group LLC. Before joining Mosaic, Jim spent over five years as the practice leader in charge of PricewaterhouseCoopers investment advisory practice in Chicago and the Midwest. Jim has over 12 years of experience as a portfolio manager in the investment management division of three large global banking institutions. Jim is a Chartered Financial Analyst (CFA) and has earned his Masters of Business Administration from DePaul University in Chicago. He is also a graduate of Marquette University. Jim primarily serves high net worth individuals and endowment funds. Jim can be reached at jim@chicagopartnersllc.com.
Anthony Halpin, CPA
Anthony has been a part of Chicago Partners Investment Group LLC since the inception of the firm and has been a partner of CP since the beginning of 2011. Prior to CP, Anthony was a part of the investment team at The Mosaic Financial Group LLC. He started his career at PricewaterhouseCoopers where he was a Senior Associate in the Personal Financial Services Group. Anthony has over seven years of experience working with high net worth individuals by helping to build globally diversified, low cost and efficient investment portfolios. Anthony works closely with the clients of CP to maintain and build current and existing relationships. Anthony graduated from Texas A&M University with a Bachelor of Business Administration in Accounting and a Master of Science in Finance. Anthony can be reached at anthony@chicagopartnersllc.com.
William Cummings
Bill joined Chicago Partners Investment Group at the inception of the firm and his responsibilities include providing support for the Investment Advisory Team. He has over 10 years of experience in the financial services industry. He has previously served in client service roles for a large futures and options brokerage firm and a global stock transfer agent. He received a Masters of Business Administration from Loyola University in Chicago and a Bachelor of Arts in Business Administration – Marketing from the College of St. Thomas in St. Paul, MN. Bill can be reached at bill@chicagopartnersllc.com.