Your Financial Professionals

Each member of the Chicago Partners team is committed to standing by your side as your guide to the financial industry. Our team comes from a variety of backgrounds and has a wide range of skills to help you achieve your financial goals.




Investment Managers





Jim Hagedorn, CFA

Jim Hagedorn, CFA

Managing Partner

Jim's Bio
Mark F. Toledo, CFA

Mark F. Toledo, CFA

Partner

Mark's Bio
Anthony Halpin, CPA

Anthony Halpin, CPA

Partner

Anthony's Bio


John Nicholas, CAIA

John Nicholas, CAIA

Partner

John's Bio
Mark Vaughn, CFA

Mark Vaughn, CFA

Partner

Mark's Bio
Mike O'Connor

Mike O'Connor

Partner

Mike's Bio


Todd Gambit

Todd Gambit

Director & Senior Advisor

Todd's Bio
Matt Fischer

Matt Fischer

Senior Advisor

Matt's Bio
Nicholas Guido

Nicholas Guido

Senior Advisor

Nicholas's Bio


Dan Toledo, CFP

Dan Toledo, CFP©

Senior Advisor

Dan's Bio
Matt Grennell, J.D.

Matt Grennell, J.D.

Senior Advisor

Matt's Bio
Nichole Polanco

Nicole Polanco

Associate Advisor

Nicole's Bio



Business Development






Tom Reed

Tom Reed

Managing Director

Tom's Bio
Jim O'Gara

James O'Gara

Managing Director

James's Bio
Frank Aiello

Frank Aiello

Managing Director

Frank's Bio



Business Management






Jack Hagedorn

Jack Hagedorn

Trading & Marketing Specialist

Jack's Bio
Bill Cummings

Bill Cummings

Operations Manager

Bill's Bio
Teri Hagedorn

Teri Hagedorn

Executive Assistant

Teri's Bio


Tom Monticello

Tom Monticello

Accounting Support

Tom's Bio