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About
John Nicholas is a Partner at Chicago Partners Wealth Advisors based in Chicago, IL, where he oversees the management of multi-asset class portfolios for high-net-worth individuals and institutional investors. His responsibilities include providing strategic investment guidance across a broad range of asset classes, tailoring solutions for ultra-high-net-worth clients, and managing family office relationships.
John specializes in portfolio management involving public and private markets, with deep expertise in equities, fixed income, alternative investments, private equity, and hedge funds. He brings extensive experience navigating complex markets and constructing portfolios for clients seeking long-term capital appreciation and risk management across diverse sectors.
Throughout his career, John has held senior roles at leading investment organizations, including serving as Managing Director and Head of Fund Portfolio Management at Guggenheim Partners and Director of Public Markets at Vulcan Capital Management. He is a magna cum laude graduate of Harvard University and holds a Doctor of Law (J.D.) from Northwestern University School of Law, as well as the CAIA (Chartered Alternative Investment Analyst) designation, underscoring his expertise in alternative asset management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Chicago Partners Wealth Advisors | Partner | May 2014 to Present | Experienced investment advisor working with high net worth investors and institutions to efficiently and effectively manage their wealth. |
| Guggenheim Partners | Managing Director, Head of Fund Portfolio Management, Guggenheim Investment Advisors | Jan 2010 to Nov 2013 | Head of Fund Portfolio Management for Guggenheim Investment Advisors, an SEC registered investment advisor. |
| Vulcan Capital Management | Director of Public Markets | Jan 2007 to Jan 2009 | Director of Public Markets, Vulcan Capital, the investment office of Microsoft co-founder and philanthropist Paul Allen. Oversaw manager research and investment in the hedge fund, equity and fixed inc... |
| HFR Asset Management | Director of Portfolio Management | Jan 2002 to Jan 2007 | Director of Portfolio Management, HFR Asset Management and CIO of HFRAM Europe: managed hedge fund portfolios for European and U.S. institutional investors. |
| Morgan Stanley | Senior Consultant | Jan 2000 to Jan 2002 | Senior Consultant, Morgan Stanley Graystone: managed traditional and alternative investment portfolios for high-net-worth individuals and foundations. |
| Harris Bank | Senior Portfolio Manager | Jan 1996 to Jan 2000 | Senior Portfolio Manager, Harris Trust: managed equity and fixed income portfolios for the Bank’s top personal trust clients and oversaw client investments in hedge funds, venture capital and private ... |
| McDermott Will & Emery | Associate, Corporate Department | Jan 1991 to Jan 1993 | — |
| Senator Joseph R. Biden, Jr. | Legislative Assistant for Foreign Policy and Defense | Jan 1986 to Jan 1988 | — |
Education
Harvard University
Bachelor of Arts (B.A.), magna cum laude
J.D., Northwestern University School of Law
Doctor of Law (J.D.)
Northwestern University
J.D., Law
Others at Chicago Partners Investment Group LLC (10)
| Name | Role | Location |
|---|---|---|
D Daniel Toledo | Partner | Chicago, IL , United States |
| Partner | Glenview, IL , United States | |
| 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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