Chesley, Taft & Associates Information
Contact top employees from
Chesley, Taft & Associates
Summary
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 ...Show more
Industries
Investment Management
Headquarters Location
Employees Size
10-50 employees
Specialties
Wealth Management, Financial Planning, Portfolio Management
Founded
2001
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Chesley, Taft & Associates shows a diverse range of experience levels:
8% have been with the company for less than 1 year17% for 1–2 years17% for 3–4 years8% for 8–10 years50% have over 11 years of service at Chesley, Taft & AssociatesEx-employees positions
In Company
In New Company
Contact top employees from
Chesley, Taft & Associates
Emily Mirrilees
Certified Financial Planner
Jennifer Baltazar
Client Service Specialist
Tom Baumgart
Principal & Portfolio Manager
Brian Zavalkoff
President
William Goldstein
Vice Chairman
Gregory OLeary
Principal & Portfolio Manager
John Sobel
Principal
Annaliese Torres
Client Services Associate
Laura Flentye
Chief Administrative Officer
Michael Stoffregen
Principal
Jeff Hinko
Operations Manager & Trader
Ashley Conover
Client Service Specialist
Adam Valadez
Operations / Client Service
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FAQ
Chesley, Taft & Associates operates in the Investment Management industries. More details can be found on the official website: chesleytaft.com.
The headquarters of Chesley, Taft & Associates are located in Chicago, United States.
You can contact Chesley, Taft & Associates by phone at 3128731260.
Chesley, Taft & Associates currently employs 10-50 people.
