Leadership
The Miami Partners Team
Leadership
Jim Hagedorn, CFA
Managing Partner
About Jim
Over the past 30 years, Jim has spent his career building unique wealth management solutions to clients of various types including high-net-worth individuals and endowment funds.
Jim spent 5+ years at PricewaterhouseCoopers’ investment advisory practice as the practice leader in charge of the Chicago and Midwest branches. Jim was also a partner at The Mosaic Financial Group LLC. Jim also gained over 12 years of experience as a portfolio manager for different global banking institutions. In 2008, Jim founded his current firm, Chicago Partners Wealth Advisors that has since expanded into 6 branches across the country, Miami Partners being one of these branches. Chicago Partners now services thousands of clients, developing and implementing comprehensive, value-adding approaches to wealth management.
Jim is a Chartered Financial Analyst (CFA) and earned his Master of Business Administration (MBA) from DePaul University. He is a Marquette alumnus and currently serves on the Board of Directors and investment committee for the OLPH Endowment Fund.
Tom Reed
Managing Director
About Tom
Tom brings over 30 years of experience to Miami Partners. He began his career with Bear Stearns where he worked on equity investments for various client types including private money managers, mutual funds, and family offices. For over 25 years, he worked with multiple funds that were deemed the largest state pension funds in the United States. Tom built on his experience at Roth Capital Partners in Newport Beach, California and other various boutique investment banks.
Tom Reed joined Chicago Partners, expanding reach to the Naples sector in Florida before moving his work to Miami, where he helps develop the Chicago Partners business and client reach.
During his career, Tom worked with the management teams of public and private corporations. He played an active role in over 150 IPOs, PIPEs, and secondaries. Tom has also traveled with public, private, and international companies’ senior management teams to develop investment meetings with US investors.
Tom is an alumnus of the University of Richmond Robins School of Business, where he earned his Bachelor of Science in Business Administration.
Gabrielle Morante
Managing Director
About Gabby
Gabby assisted various clients, from individual investors to large institutions, at Goldman Sachs, as a part of the Asset & Wealth Management Division. She differentiated her services as top-tier investment and advisory services to her clients, enhancing their client experience and long-term performance. Gabrielle has professional experience expanding across Chicago, Los Angeles, London, and Latin America, utilizing her multilingual capabilities in her work across the financial sector. In June of 2024, Gabby joined Miami Partners, expanding the Chicago Partners team and reaching the client base in Miami.
Gabrielle is an alumnus of DePaul University where she earned her master’s degree in finance, and currently holds her FINRA Series 7 and 66 securities registrations.
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