I am a registered investment advisor at Chicago Partners Wealth Advisors in Chicago, IL with more than 25 years of experience in the finance and investment industry. I have extensive experience in the areas of equities, fixed income, derivatives and alternative investments working with individuals and institutions.
Chicago Partners is a registered investment advisor and wealth management firm. We manage approximately $1.2 billion for 330 clients in 38 states across the U.S.
Our investment philosophy focuses on low-cost, tax-efficient strategies that utilize a combination of index funds and strategic alternatives depending on your investment needs, goals and risk appetite. We create diversified portfolios that are unique to each client’s financial situation and pride ourselves on our disciplined approach that preserves your wealth and earns your trust.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Gambit Investment Group Llc Dba Gambit Asset Management | Lake Forest, IL | Aug 2021 - Current | 2 |
Gambit Investment Group Llc Dba Gambit Asset Management | Lake Forest, IL | Aug 2021 - Current | 2 |
Crosscountry Mortgage | Brecksville, IL | Feb 2020 - Current | 4 |
Quantum Private Wealth, LLC | Lake Forest, IL | Feb 2021 - Oct 2021 | < 1 |
Quantum Private Wealth, LLC | Lake Forest, IL | Feb 2020 - Oct 2021 | 1 |
Gambit Investment Group Llc Dba Gambit Asset Management | Lake Forest, IL | Nov 2018 - Mar 2020 | 1 |
Gambit Investment Group Llc Dba Gambit Asset Management | Lake Forest, IL | Aug 2018 - Mar 2020 | 1 |
Guaranteed Rate | Chicago, IL | Apr 2017 - Feb 2020 | 2 |
Chicago Partners Investment Group, LLC | Chicago, IL | Sep 2015 - Oct 2018 | 3 |
Chicago Partners Wealth Advisors | Chicago, IL | Sep 2015 - Oct 2018 | 3 |
Bmo Capital Markets Corp. | Chicago, IL | Nov 2011 - Sep 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2005 |
S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- IL
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Total Assets Under Management27MILLIONS
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Total Number of Accounts42ACCOUNTS
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Average Account Value$644,993
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IL
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