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 manager in both Chicago and Minneapolis for seven years.

He has been providing financial advice since 2005. His practice focuses on providing investment management and consulting services to high net worth households, small business owners, and investment committees as a fiduciary. Our guidance and advice encompass tailored:

• Investment strategy; asset allocation; and manager selection
• Wealth transfer and estate planning
• Charitable activities and philanthropy
• Life transitions including marriage, children, divorce, job changes, retirement, illness, and death
• Financial education of clients and family members

When meeting investors, a consultation is provided, then a review is completed, and finally a customized plan is proposed, adjusted if needed, then implemented to set the foundation and structure to achieve clients’ objectives. Multiple resources across insurance, trust services, and our consulting group are leveraged for each client's case to weigh in on best options.

"We coordinate across clients’ accountants and attorneys for continuity across all elements of the client’s personal and financial landscape."

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. He volunteers with the Daniel Murphy Scholarship Fund and enjoys running, golf, chess, and traveling.

Patrick and his wife live in Frankfort, Illinois with their three daughters and rescue puppy.