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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