Chesley Taft Associates

  • Investment Bank/Securities Brokerage
  • Chicago IL
  • 5 employees
  • Investment Management
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Company Overview

Headquarters
135 S. LaSalle Street, Suite 2900, Chicago IL
Website
chesleytaft.com
Phone
(312) 873-1260
Employees
5
Industry
Investment Bank/Securities Brokerage
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Financials & Stats

Revenue

$10B

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Who is Chesley Taft Associates

Chesley, Taft & Associates, LLC is an independent, employee-owned investment management firm based in Chicago, Illinois. The company employs 5 people and generates over $10,000 in annual revenue. Chesley, Taft & Associates provides investment management services to a range of clients including high-net-worth individuals, families, retirement plans, charitable foundations, endowments, and small institutions. They cater to clients with assets exceeding $1 million and focus on understanding each client's individual goals and financial circumstances. The firm emphasizes a personalized approach to investment management, tailoring plans to meet the unique needs of each client. Their portfolio managers bring over 140 years of combined experience, navigating diverse market cycles and investment trends. You can learn more about Chesley, Taft & Associates and their services by visiting their website at chesleytaft.com.

Company Leadership

Brian Zavalkoff

President

Phone Email

Chesley Taft Associates Industry Tags

Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
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10M Santa Monica, CA 2012
10M 4 New York, NY 2015
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FAQ

What is the location of Chesley Taft Associates's headquarters?
The headquarters of Chesley Taft Associates are situated at 135 S. LaSalle Street, Suite 2900, Chicago IL
What is Chesley Taft Associates's phone number?
Chesley Taft Associates's contact number is (312) 873-1260.
What is Chesley Taft Associates's official website?
The official website of Chesley Taft Associates can be found at chesleytaft.com.
What is Chesley Taft Associates's current revenue?
As of October 2016, Chesley Taft Associates's annual revenue reached $10B.
How many employees does Chesley Taft Associates currently have?
Chesley Taft Associates employs approximately 5+ people as of October 2016
Which industries is Chesley Taft Associates primarily operating in?
Chesley Taft Associates operates in the following industries: Investment Management
Who is the President of Chesley Taft Associates?
Chesley Taft Associates's President is Brian Zavalkoff
What are Chesley Taft Associates's industry tags?
Chesley Taft Associates's industry tags include: Investment Bank/Securities Brokerage, Management Investment, Open-ended

Employee Directory

Key Employees

William Goldstein

Vice Chairman

Phone Email

Emily Mirrilees

Client Service Specialist

Phone Email

John Sobel

Principal

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