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Schedule a Call with Tim
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Introduction to Tim Pennino, CFA
Tim joined Chicago Partners in 2020, bringing experience from his previous role in corporate finance at Heidrick & Struggles. There he spent four years managing SEC filings, implemented technical accounting standards, and handled financial planning and analysis (FP&A). Tim also has an additional 2 years of experience at Crowe Horwath, in the Financial Institutions Audit Practice. Tim is a Chartered Financial Analyst.
Phone: (312) 767-3125
Email: [email protected]
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Our Services
Portfolio Audit
We can provide an in-depth analysis of your investment portfolio to identify strengths and weaknesses, aiming to optimize holdings, reduce expenses, and enhance overall performance.
Investment Management
We can develop a customized, diversified portfolios tailored to your financial goals, utilizing a 4-Quadrant Investment Approach that encompasses equity, fixed income, alternative, and private investments.
Tax Planning & Preparation
We focus on maximizing after-tax returns by analyzing current tax strategies, identifying inefficiencies, and implementing solutions such as tax-loss harvesting, intelligent withdrawal sourcing, and collaboration with CPAs to optimize tax outcomes.
Advanced Financial Planning
We offer customized financial plans—including retirement, education, cash flow, charitable giving, and insurance plans—complemented by access to an online portal for managing and tracking these plans.
Private Client Services
We offer comprehensive support, including customized reporting, coordination with external advisors, low-cost lending options, and dedicated account oversight, all tailored to align with clients' financial goals.