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John Braeseke

John Braeseke

Partner at Chicago Partners Investment Group LLC

Chicago, IL , United States

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

OrganizationRoleDate RangeDetails
Chicago Partners Wealth AdvisorsPartnerJun 2022 to Present
www.jbvox.comVoice ActorJan 2000 to Present
Schwab Advisor ServicesSenior Relationship ManagerOct 2008 to Mar 2022
Schwab InstitutionalRegional Vice PresidentFeb 2005 to Sep 2008
Schwab Advisor ServicesBusiness Development OfficerJul 1998 to Feb 2005
Schwab Advisor ServicesRegional Marketing RepresentativeSep 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)

NameRoleLocation
D
Daniel Toledo
PartnerChicago, IL , United States
James O'Gara
James O'Gara
PartnerGlenview, 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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