Joan M. Giardina, CFA

Principal

Joan joined Chesley, Taft & Associates as a Principal in 2002. With more than 50 years in the trust and investment management business, her experience includes managing balanced portfolios for private clients, trusts and charitable organizations, and employee benefit plans. Joan also brings a wealth of experience in trust and wealth management. Previously, she was with American National Bank and served as Senior Vice President at the Chicago Trust Company, where she headed the High Net Worth Portfolio Management Unit for 10 years.

"There is a lot more to a client relationship than just buying and selling securities. We are fiduciaries and take seriously our obligation to act in our client’s best interests. As their trusted adviser, we want to help them meet their financial goals with peace of mind."

Education

University of Dayton, B.S. in Mathematics
University of Chicago, M.B.A. in Finance

Memberships and Positions

Current

Board Member of the Investment Adviser Association
Member of the Catholic Charities of Chicago Board of Advisors
Chartered Financial Analyst
Member of the CFA Society of Chicago

Past

Board Member of the Greater Chicago Food Depository