Nicholas Guido joined Chicago Partners in the fall of 2013 after working for Ameriprise Financial Services. Before joining Ameriprise, Nicholas started his career as a Branch Services Associate in the Ultra High Net Worth sector of UBS Financial Services.In 2018, Nicholas completed his Certified Financial Planner (CFP®) certification program and received his CFP® designation. As a licensed insurance agent, Nicholas also helps clients optimize their insurance plans by using his experience to review and make recommendations to help clients obtain insurance in a cost effective way, while eliminating unnecessary products.Nicholas graduated from North Central College with a B.S. in Finance & Economics and is currently a CFA Level II Candidate. In his free time, he enjoys spending time with his wife, Anastasia, and their three kids, Luca, Mila, and Micah, golfing, watching football, fitness, and traveling.
In 2007, founders Jim Hagedorn and Anthony Halpin launched Chicago Partners, spinning off PricewaterhouseCoopers' (PwC) wealth management arm into a small, Chicago-based RIA.Starting with 100 clients and one 4-person office in Chicago, Jim and Anthony focused on creating high-quality customized wealth management strategies for investors. Over the next 13 years, they built a team of over 30 financial professionals with expertise ranging from investment selection to estate planning.As of 2021, Chicago Partners operates locations in fives states, serving as CIO and trusted advisor for over 1,200 investors across the United States and abroad.
Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Chicago Partners Investment Group, LLC (“CP"), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from CP. CP is neither a law firm, nor a certified public accounting firm, and no portion of the commentary content should be construed as legal or accounting advice. A copy of the CP’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.chicagopartnersllc.com.
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