CHESLEY, TAFT & ASSOCIATES, LLC

CHESLEY, TAFT & ASSOCIATES, LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 111578). Regulatory assets under management: $3.0B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (25)

NameRoleLocation
Laura Anne FlentyeCHIEF COMPLIANCE OFFICER—
Brian Aaron ZavalkoffPRINCIPAL; TRUSTEE—
Faris Franklin ChesleyPRINCIPAL, MANAGER AND CHAIRMAN; TRUSTEE—
Joan Marie GiardinaPRINCIPAL; TRUSTEE—
Gregory James OlearyPRINCIPAL—
William Allen GoldsteinPRINCIPAL, PRESIDENT; TRUSTEE—
John Jeffrey SobelPRINCIPAL—
Deborah Thida StottsCHIEF COMPLIANCE OFFICER; TRUSTEE—
Michael Patrick StoffregenMEMBER; TRUSTEE—
Matthew S SzafranskiMEMBER—
Jeffrey HinkoMEMBER—
Thomas Alan BaumgartPRINCIPAL—
GOLDSTEIN WILLIAM ALLENPRINCIPAL, PRESIDENT; TRUSTEE—
SOBEL JOHN JEFFREYPRINCIPAL—
CHESLEY FARIS FRANKLINMEMBER/MANAGER; MEMBER, MANAGER AND CHAIRMAN; PRINCIPAL, MANAGER AND CHAIRMAN (+1 more)—
TAFT ALLEN RICHARDMEMBER/MANAGER; MEMBER, MANAGER AND PRESIDENT—
GIARDINA JOAN MARIEMEMBER, SENIOR VICE PRESIDENT; MEMBER, SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER; PRINCIPAL (+1 more)—
ANDERSON MICHELLE MARIEMEMBER; TRUSTEE—
STOTTS DEBORAH THIDACHIEF COMPLIANCE OFFICER; TRUSTEE—
OLEARY GREGORY JAMESMEMBER, CHIEF COMPLIANCE OFFICER; PRINCIPAL; PRINCIPAL, CHIEF COMPLIANCE OFFICER—
ZAVALKOFF BRIAN AARONMEMBER, SENIOR VICE PRESIDENT; PRINCIPAL; TRUSTEE—
STOFFREGEN MICHAEL PATRICKMEMBER; TRUSTEE—
SZAFRANSKI MATTHEW SMEMBER—
Hinko JeffreyMEMBER—
Baumgart Thomas AlanPRINCIPAL—

Branch offices (2)

CityStateEmployeesPhone
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