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Mike O'Connor

Mike O'Connor

Partner at Chicago Partners Investment Group LLC

Chicago, IL , United States

About

Mike O'Connor is a Partner at Chicago Partners Wealth Advisors in Chicago, Illinois, where he specializes in providing comprehensive, values-based financial planning and investment management for individuals, families, and foundations. At Chicago Partners since 2017, he leads client engagement with a process rooted in building mutual trust and delivering tailored, long-term strategies to meet diverse wealth management objectives.

Mike's investment advisory expertise centers on high-net-worth individuals and foundations, with deep experience in asset allocation, retirement planning, and portfolio management. He employs a multi-asset approach focused on equities, fixed income, and alternative investments to optimize client outcomes, and is known for integrating personal values into financial decision-making on behalf of his clients.

Before his tenure at Chicago Partners, Mike served as Founder and President of O’Connor Wealth Management Group and was a Registered Investment Advisor with Woodbury Financial Services. He holds a degree from Indiana University Bloomington and is recognized for his over a decade of experience helping clients achieve their financial goals through bespoke planning and fiduciary care.

Career History

OrganizationRoleDate RangeDetails
Chicago Partners Wealth AdvisorsPartnerJun 2017 to Present
Chicago Partners helps clients optimize their most important business: their wealth. We implement a 5 step process to help high-net-worth individuals make smart choices about their money. Services i...
O'Connor Wealth Management GroupFinancial AdvisorNov 2006 to Jun 2017
We use a seven step process to help our clients get clear on why money is important to them. The seven steps include: 1) Financial Planning (Identify, commit to and maintain financial goals that req...
Misc.Enterprise Software SalesJan 1989 to Oct 2006
I spent over 17 years in the Enterprise Software space. I worked for a number of small software companies that were acquired including Datalogix (acquired by Oracle), Aspect Development (acquired by ...

Education

Indiana University Bloomington

1984 1988

Hinsdale Central HS

1980 1984

Skills & Expertise

Leadership
Estate Planning
Portfolio Management
Strategic Financial Planning
Due Diligence
Investments
Financial Risk
Finance
Strategic Planning
Financial Analysis
Enterprise Software
Financial Services
Retirement Planning
Equities
Financial Planning
Mutual Funds
Life Insurance

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
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
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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