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James O'Gara

James O'Gara

Partner at Chicago Partners Investment Group LLC

Glenview, IL , United States

About

James O'Gara is a Partner at Chicago Partners Wealth Advisors in Glenview, Illinois, where he draws on over 25 years of investment experience to advise clients across a range of asset classes. His current responsibilities include managing complex investment portfolios, conducting in-depth portfolio audits, and providing advanced financial planning services for a primarily high-net-worth and institutional clientele.

James specializes in fixed income, commodities, and alternative investments, having previously worked extensively with hedge funds, primary dealers, and proprietary trading operations. His expertise includes risk management, portfolio construction, and helping clients optimize returns through allocation across equities, bonds, and alternatives.

A former member of the Chicago Board of Trade, James holds a BA in Political Science from the College of the Holy Cross and pursued graduate studies in International Relations at University College of Dublin. His career achievements include supporting day-to-day risk and volatility management for traders and consulting for B2B financial technology start-ups, underscoring his versatility and deep industry knowledge.

Career History

OrganizationRoleDate RangeDetails
Chicago Partners Wealth AdvisorsPartnerOct 2021 to Present
Chicago Partners Wealth AdvisorsManaging DirectorNov 2019 to Present
Chicago Partners Wealth AdvisorsSenior AdvisorAug 2014 to Nov 2019
X-Change Financial AccessBrokerMar 2009 to Dec 2011
Bank of AmericaSenior Vice-PresidentSep 2008 to Jan 2009
Have been a member of the Chicago Board of Trade since 1992. In addition, have close to 22yrs of experience in the financial futures and options industry.
BNP Paribas FortisBrokerJan 1999 to Jan 2002
BMO Harris BankBrokerJan 1995 to Jan 1997
AusecureSVP SalesJan 2013 to Aug 2014
Pallet WrapzAccount ExecutiveJan 2012 to Jan 2013
Cube Financial/NewedgeBrokerJan 2002 to Jan 2008
Geldermann IncBrokerJan 1989 to Jan 1995

Education

College of the Holy Cross

BA, Political Science

1984 1988

University College of Dublin

International Relations, Foreign Diplomacy

1988 1988

Loyola Academy

1980 1984

OLPH

1975 1980

Skills & Expertise

Public Speaking
Strategic Planning
Investments
Financial Analysis
Sales Management
Team Building
Forecasting
Risk Management
Series 7
Series 63
Negotiation
Derivatives
Leadership
Fixed Income
Trading
Financial Markets
Customer Service
Selling
New Business Development
Equities
Options
Marketing
Contract Negotiation
Insurance
Alternative Investments
Capital Markets
Electronic Trading
Hedge Funds
Asset Management
Finance
Trading Systems
Commodity
Hedging
Brokerage
FINRA
Microsoft Excel
Real Estate
FX Options
Portfolio Management
Securities
Equity Trading
Bloomberg
Financial Services
Sales
Relationship Management
Wealth Management
ETFs
Proprietary Trading
Technical Analysis
Bonds
Market Development

Others at Chicago Partners Investment Group LLC (10)

NameRoleLocation
D
Daniel Toledo
PartnerChicago, IL , United States
John Braeseke
John Braeseke
PartnerChicago, IL , United States
J
John Nicholas
PartnerChicago, IL , United States
Mark Toledo
Mark Toledo
PartnerWilmette, IL , United States
Steve Manus
Steve Manus
PartnerNaples, FL , United States
William Murray
William Murray
PartnerChicago, IL , United States
Mike O'Connor
Mike O'Connor
PartnerChicago, IL , United States
Nicholas Guido
Nicholas Guido
PartnerWinfield, IL , United States
S
Steve Nelson
PartnerTampa, FL , United States
W
William Proskow
PartnerStratham, NH , United States

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