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Nicole joined Chicago Partners in July of 2015 after graduating with a Bachelor of Science in Finance degree from the University of Illinois at Urbana-Champaign. Previously, she started her career as a Wealth Management intern at UBS Financial Services.Nicole is a Series 65 licensed Investment Advisor Representative (IAR), and a Certified Financial Planner™ (CFP®) professional.
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.
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