Family Office
Chesley, Taft & Associates (CTA)
Chesley, Taft & Associates (CTA), founded in 2001, is a US-based independent employee-owned investment management firm headquartered in Chicago, Illinois.As of December 31, 2024, the firm managed $2.6bn in discretionary assets and $209m in non-discretionary assets.
Decision-makers
-
President & Portfolio Manager
Brian Zavalkoff
President & Portfolio Manager
Faris F. Chesley
Chair & Founder
William A. Goldstein
Vice Chair & Portfolio Manager
Gregory J. O'Leary
Principal, Director & Portfolio Manager
Joan M. Giardina
Principal & Portfolio Manager
Taylor Champion
Senior Portfolio Manager
Thomas A. Baumgart
Principal & Portfolio Manager
Michael P. Stoffregen
Principal & Portfolio Manager
John Sobel
Principal & Portfolio Manager
Matthew S. Szafranski
Principal & Senior Portfolio Manager
Members only
Unlock contacts, warm paths & full holdings
See who to reach, how you're connected, the check sizes, and the full mandate — across Chesley, Taft & Associates (CTA) and 500k+ investors and LPs.