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About
John Braeseke is a Partner at Chicago Partners Wealth Advisors in Chicago, IL, where he specializes in providing personalized financial planning and wealth management services to individual and institutional clients. His responsibilities include collaborating with clients to design tailored investment strategies and managing long-term financial relationships, focusing on optimizing portfolios for tax efficiency, retirement planning, and asset allocation. At Chicago Partners, Braeseke is particularly engaged with high-net-worth individuals and families, as well as working with clients in business development and leadership capacities.
John's investment expertise spans across multiple asset classes, including equities, fixed income, and alternative investments. He brings significant experience in the financial services sector, especially from his previous tenure as Senior Relationship Manager at Schwab Advisor Services, where he advised independent investment advisors and oversaw key client accounts from 2008 to 2022. Prior to joining Chicago Partners, he spent 35 years at Charles Schwab & Co. in various roles related to business development, relationship management, and leadership, solidifying his reputation for client-centric advisory work and strategic planning.
John holds an MBA in Management from Quinlan School of Business, Loyola University Chicago, and a BA in Business and Management from Northeastern Illinois University. His commitment to professional development and client service is reflected by his extensive career achievements and ongoing focus on effective portfolio design and financial planning for diverse client needs.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Chicago Partners Wealth Advisors | Partner | Jun 2022 to Present | — |
| www.jbvox.com | Voice Actor | Jan 2000 to Present | — |
| Schwab Advisor Services | Senior Relationship Manager | Oct 2008 to Mar 2022 | — |
| Schwab Institutional | Regional Vice President | Feb 2005 to Sep 2008 | — |
| Schwab Advisor Services | Business Development Officer | Jul 1998 to Feb 2005 | — |
| Schwab Advisor Services | Regional Marketing Representative | Sep 1996 to Jul 1998 | — |
Education
Quinlan School of Business, Loyola University Chicago
MBA, Management
1991 — 1994
Northeastern Illinois University
BA, Business and Management
1983 — 1985
Others at Chicago Partners Investment Group LLC (10)
| Name | Role | Location |
|---|---|---|
D Daniel Toledo | Partner | Chicago, IL , United States |
| Partner | Glenview, IL , United States | |
J John Nicholas | Partner | Chicago, IL , United States |
| Partner | Wilmette, IL , United States | |
| Partner | Naples, FL , United States | |
| Partner | Chicago, IL , United States | |
| Partner | Chicago, IL , United States | |
| Partner | Winfield, IL , United States | |
S Steve Nelson | Partner | Tampa, FL , United States |
W William Proskow | Partner | Stratham, NH , United States |
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