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About
JoAnn Seagren is a Partner at Chicago Capital, LLC in Chicago, where she leads investment portfolio management with a focus on long-term strategies for high-net-worth individuals and families. Her responsibilities include advising on asset allocation and overseeing client portfolios, emphasizing quality investments and client outcomes.
Previously, Seagren held senior leadership roles as Managing Director at JAG Capital Management and Senior Vice President at CIBC, Team Geneva Advisors, where she managed investment teams and cultivated long-term client relationships. Her expertise spans wealth management and equity portfolio construction, with extensive experience advising clients on diversified asset classes including equities and fixed income.
Seagren earned her BS from the Marshall School of Business at the University of Southern California. She is known for her steady approach and significant contributions to Chicago’s wealth management community, and she remains active in civic organizations such as the Openlands Board.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Chicago Capital, LLC | Partner | Nov 2023 to Present | Wealth Management |
| JAG Capital Management | Managing Director | Apr 2019 to Nov 2023 | — |
| CIBC, Team Geneva Advisors | Senior Vice President | Sep 2017 to Mar 2019 | — |
| Geneva Advisors | Investment Advisor | Aug 2015 to Aug 2017 | Geneva Advisors is a private wealth management firm providing independent, customized advice, trusted relationships and a rigorous, highly-disciplined, research-driven approach for equity and fixed in... |
| Advocate Asset Management | Principal | Jan 2007 to Aug 2015 | JoAnn was a Principal, Wealth Advisor, and Head of Marketing and Investor Relations for Advocate. She served on the investment strategy committee and led the strategic growth of the firm. In August of... |
| BDT Capital Partners | Vice President | Jan 2012 to Jan 2012 | JoAnn completed projects in new marketing presentations, strategic charitable giving and helped with other initiatives at a four-year-old merchant banking firm. |
| Towle & Co. | Director of Business Development | Jan 2000 to Jan 2005 | JoAnn helped the Towle family (a single-family office) create and implement a marketing plan to bring outside investors into their deep-value investment fund, completing the goal of raising assets to ... |
| LaSalle Partners, now Jones Lang LaSalle | Marketing Associate | Jan 1989 to Jan 1991 | JoAnn worked with LaSalle’s head of marketing to promote LaSalle owned and/or managed commercial properties and helped with strategic marketing of commercial real estate under development. |
Education
University of Southern California
BS, Marshall School of Business
1983 — 1986
Skills & Expertise
Others at Chicago Capital, LLC (5)
| Name | Role | Location |
|---|---|---|
 | Partner | Chicago, IL , United States |
 | Analyst | Washington, DC , United States |
R Rick Fradin | Partner | Chicago, IL , United States |
 | Partner | Chicago, IL , United States |
 | Partner | Chicago, IL , United States |
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| Name | Role | Fund | Location |
|---|---|---|---|
 | Partner | North Star Investment Management Corp. | Highland Park, IL , United States |
 | Chief Investment Officer | North Star Investment Management Corp. | Chicago, IL , United States |
A Andrea Wirth | Research Associate | Oak Ridge Investments LLC | Chicago, IL , United States |
A Anne Finley | Trader | Oak Ridge Investments LLC | Chicago, IL , United States |
