Our Team

Patrick Hager is a Senior Director of Investments at Oppenheimer in Chicago. In addition to being a consultant to individuals and institutions he was a Sales Manager and Branch Manager in both Chicago and Minneapolis for seven years.

He has been providing financial advice since 2005. His practice focuses on providing objective investment consulting services to high net worth households and investment committees as a fiduciary. Patrick has experience working with dynamics that include restricted stock, options, insurance, and complex deferred compensation arrangements for executives, athletes, and small business owners/entrepreneurs. 

“Making the time investment up front makes all the difference executing in the end.” When meeting investors a consultation is provided, then a review is completed, and finally a plan is proposed and implemented to set the foundation and structure to achieve client's objectives. Multiple department resources are leveraged for each client's case ranging from retirement services, to insurance, to corporate executives services teams who weigh in on options and solutions. "I help bring discipline and structure to clients' investments so they achieve their investing goals."

Patrick graduated from De Paul University with a Bachelor of Science in Commerce. He is a CFA charter holder and member of the CFA Institute and the CFA Society of Chicago. As a CFA charter holder he is upheld to the Asset Managers Code of Conduct and CFA Institute Code of Standards and Ethics. Along with adherence to these standards comes regular continuing education requirements to maintain up to date knowledge on developments in the investing world.

Patrick and his wife Lenee live in Frankfort, Illinois with their two daughters Alice and Charlotte and their rescue puppy Linus. 

Connor Porrell began his career at Oppenheimer & Co. Inc. in 2022 working as a Client Service Associate out of the Chicago branch. He provides administrative, operational, and marketing support as part of the Chicago investment administrative team. Prior to his current position, Connor worked within the Michigan State University Athletic Department while obtaining his Master’s Degree in Education.

Additionally he holds a Bachelor’s degree in Marketing from Michigan State University, graduating from the Eli Broad School of Business with honors. During this period he also worked as an administrative associate in the insurance industry. He remains diligent in serving Oppenheimer advisors and their clients to maintain efficient operations and processes.

In his spare time Connor enjoys golfing and spending time with family and friends.