Chesley, Taft & Associates

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Description

  • Chesley, Taft & Associates, LLC is an independent employee-owned investment management firm dedicated to serving the individual investment needs of its clients. Our investment management services are directed to high-net-worth individuals, families, retirement plans, charitable foundations, endowments, and small institutions with assets in excess of $1 million. The driving forces of our business are personal service and a disciplined investment process. We have a direct, personal relationship with all our clients and establish investment plans tailored to individual clients and their families. The process starts with understanding each client, their investment goals and unique financial circumstances. We never lose sight of the fact that our work affects the lives of our clients and the people they care about.Our portfolio managers have over 140 aggregate years of experience encompassing the full range of market cycles and investment trends. All portfolio managers have a genuine passion for managing investments and have earned the trust of clients through longstanding relationships.
  • location

    Headquarters:135 South Lasalle Street Suite 2900, Chicago, Illinois, United States

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  • Chesley, Taft & Associates phone

    Phone Number: +1 866-243-7838

  • Chesley, Taft & Associates website

    Website: https://www.chesleytaft.com

  • Chesley, Taft & Associates employees

    Employees:11

  • Chesley, Taft & Associates revenue

    Revenue:$10 - 50M

  • Chesley, Taft & Associates legal name

    Legal Name:Chesley, Taft & Associates

  • Chesley, Taft & Associates's Social Media

    Chesley, Taft & Associates linkedin
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  • |  NAICS Code: 523930  |

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Person level website identification

Chief Administrative Officer for Chesley, Taft & Associates

Deborah Stotts

Chief Administrative Officer

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View Employees

Deborah Stotts

Chief Administrative Officer

Jeff Hinko

Operations Manager And Trader

Gregory O'leary

Principal And Portfolio Manager

Brian Zavalkoff

Principal And Portfolio Manager

Frequently Asked Questions regarding Chesley, Taft & Associates

  • Where are Chesley, Taft & Associates's Headquarters?

    Chesley, Taft & Associates's Headquarters are in 135 South Lasalle Street Suite 2900,Chicago,Illinois,United States

  • What is Chesley, Taft & Associates's phone number?

    Chesley, Taft & Associates's phone number is +1 866-243-7838

  • What is Chesley, Taft & Associates's official website?

    Chesley, Taft & Associates's official website is https://www.chesleytaft.com

  • What is Chesley, Taft & Associates's Revenue?

    Chesley, Taft & Associates's revenue is $10 - 50M

  • What is Chesley, Taft & Associates's NAICS code?

    Chesley, Taft & Associates's NAICS code is 523930

  • How many employees are working in Chesley, Taft & Associates

    Chesley, Taft & Associates has 11 employees

  • What is Chesley, Taft & Associates's Industry?

    Chesley, Taft & Associates is in the industry of Investment Management

  • Who is Chesley, Taft & Associates's Chief Administrative Officer?

    Chesley, Taft & Associates's Chief Administrative Officer is Deborah Stotts

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