James Ogara

Role: Partner at Chicago Partners Wealth Advisors
Location: Glenview, IL, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About James Ogara

Chicago Partners Wealth Advisors is a privately owned investment consulting and wealth…

Experience

Partner
Chicago Partners Wealth Advisors
Oct 2021 — Present

Skills

Fixed Income
Risk Management
Sales Management
Securities
Finra
Finance
Hedge Funds
Leadership
Marketing
Equity Trading
Sales
Commodity
New Business Development
Microsoft Excel
Bloomberg
Trading
Capital Markets
Trading Systems
Brokerage
Alternative Investments
Series 63
Portfolio Management
Etfs
Equities
Financial Markets
Bonds
Asset Management
Negotiation
Contract Negotiation
Derivatives
Strategic Planning
Options
Relationship Management
Investments
Series 7
Electronic Trading
Insurance
Forecasting
Selling
Public Speaking

Contact information

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Work email
•••••@chicagopartnersllc.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Chicago Partners Wealth Advisors

Investment Management · 58 employees · Founded 2008 · Chicago, Illinois, United States

Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client\'s wealth, creating comprehensive financial plans for high-net-worth individuals, corporations, foundations, institutions, and family offices. We currently manage more than $7 Billion assets for 2,700+ clients across the United States and abroad. Clients of Chicago Partners receive the 5-Step Wealth Optimization Process, working with their team of advisors to create a customized wealth management plan that includes portfolio audit, investment management, tax strategy optimization, estate planning, retirement planning, education planning, and cash flow planning. At Chicago Partners Wealth Advisors, our team consists of a diverse group of highly qualified professionals, including CFPs, CFAs, JDs, and CAIAs. Each client works closely with a tailored team of experts, with every aspect of their wealth carefully addressed. As fiduciaries, Chicago Partners advisors meet the highest standard of quality for advisors and always act in your best interest. If you are interested in a complimentary review of your current investment portfolio and overall financial picture, please visit us at and an advisor will be in touch shortly.

chicagopartnersllc.com

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