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Chicago Partners Wealth Advisors
Chicago, IL

Jim Hagedorn

CFA®, MBA
We help investors optimize their most important business - the management of their wealth.
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Meet Jim

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Chicago Partners Wealth Advisors - Jim Hagedorn
Video Transcripts

Founder, President and CEO, Jim has over 20 years of experience pioneering and building value-added multidisciplinary approaches to wealth management. Prior to founding Chicago Partners Wealth Advisors, 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…

Founder, President and CEO, Jim has over 20 years of experience pioneering and building value-added multidisciplinary approaches to wealth management. Prior to founding Chicago Partners Wealth Advisors, 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 achieved the Chartered Financial Analyst (CFA) designation. He earned his Masters of Business Administration from DePaul University in Chicago and graduated from Marquette University. Jim primarily serves high net worth individuals and endowment funds.

Jim serves on the Board of Directors for the OLPH Endowment Fund and is also a member of the investment committee for the same fund.


Services offered

Investment Management
Financial Planning
Investment Consulting
Retirement Planning
Tax Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
Alternative Investments
Personal Lending
LGBT Services
Socially Responsible Investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFA® - Chartered Financial Analyst®

Memberships

CFA Institute - Chartered Financial Analyst Institute

Education

Bachelors
MBA
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