John J. Sobel

Principal

John brings more than 30 years of experience in the investment industry to serve our clients' portfolios. He joined Chesley, Taft & Associates from Lodestar Investment Counsel, LLC, where he was Vice President and Managing Director. Previously, John served as a Financial Consultant for Solomon Smith Barney and as a Portfolio Manager within their Consulting Group, where he managed portfolios for individuals and institutions.

"Your portfolio will be uniquely yours and will be designed and managed to meet your personal financial needs and goals. We take great pride in the fact that we manage our clients' investments with the same care and attention that we apply to our own."

Education

University of California at Los Angeles, B.A. in Geography—Ecosystems
University of Washington, M.B.A. in Finance and Marketing

Memberships and Positions

Current

Board Member of CJE Senior Life

Past

Member of the Winnetka Village Caucus, including Chair of the Library Committee

Committee Member of the Jewish Federation of Greater Seattle

President of Seattle-based Friends and Families of Violent Crime Victims
Board Member of the Winnetka Fire Department Pension Plan