Our Team of Financial Professionals

Each member of the Chicago Partners team is always committed to optimizing your wealth. Our team comes from a variety of backgrounds, specialties, and interests, and we're always focused on creating a solution that enhances your financial well-being.




Investment Professionals


Jim Hagedorn, CFA
Jim Hagedorn, CFA
Managing Partner
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Anthony Halpin, CPA
Partner
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Mark F. Toledo, CFA
Partner
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Jim Hagedorn, CFA
John Nicholas, CAIA
Partner
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Mark Vaughan, CFA
Partner
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Mike O'Connor
Partner
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Jim Hagedorn, CFA
Todd Gambit
Director/Senior Advisor
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Jim Hagedorn, CFA
Matt Fischer
Senior Advisor
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Nicholas Guido
Senior Advisor
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Dan Toledo, CFP
Senior Advisor
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Jim Hagedorn, CFA
Matt Grennell
Senior Advisor
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Jim Hagedorn, CFA
Nicole Polanco
Associate Advisor
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Business Development



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Thomas Reed
Managing Director
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James O'Gara
Managing Director
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Jim Hagedorn, CFA
Frank Aiello
Managing Director
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Business Management


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Jack Hagedorn
Marketing Specialist
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Bill Cummings
Operations Manager
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Jim Hagedorn, CFA
Teri Hagedorn
Executive Assistant
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Jim Hagedorn, CFA
Thomas Monticello
Accounting Support
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