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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Chicago Partners Wealth Advisors | Partner | Jun 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 Group | Financial Advisor | Nov 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 Sales | Jan 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
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 | |
J John Nicholas | Partner | Chicago, IL , United States |
| Partner | Wilmette, IL , United States | |
| Partner | Naples, FL , 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 |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Partner | North Star Investment Management Corp. | Highland Park, IL , United States | |
| Chief Investment Officer | North Star Investment Management Corp. | Chicago, IL , United States | |
A Andrea Wirth | Research Associate | Oak Ridge Investments LLC | Chicago, IL , United States |
A Anne Finley | Trader | Oak Ridge Investments LLC | Chicago, IL , United States |