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Gregory J. O'Leary

Principal, Director

Gregory has been with Chesley, Taft & Associates since its beginning in 2001, joining the firm from ABN AMRO, Incorporated. Prior to ABN AMRO, he spent 11 years at JP Morgan (formerly The First National Bank of Chicago) as a Portfolio Manager in the Personal Trust and Investments Department and at First Chicago Capital Markets in fixed income sales and underwriting.

"Through the ongoing dialogue with our clients, we successfully structure portfolios that recognize their risk tolerance and achieve their long-term financial and life objectives."

Education

  • Northwestern University, B.A. in Economics and Classics

  • University of Chicago, M.B.A. in Finance and Accounting

Memberships and Positions

Current 

  • Member of the Board of Directors and Treasurer of Cedille Records

  • Chairman of the Investment Committee of the Civic Federation

  • Member of the Board of Directors of Lyric Opera

    Member of the Board of Directors of the Ryan Opera Center - Treasurer

  • Member of the Board of Directors of Harris Theater of Music and Dance

 

Past

  • President of the Chicago Opera Theater 

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