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

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