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Matthew S. Szafranski, CFA, CFP

®

Principal

Matt joined Chesley, Taft & Associates as a Senior Portfolio Manager in 2018. Prior to joining the firm, he spent 18 years at Columbia Wanger Asset Management (a subsidiary of Ameriprise Financial), where he served as Senior Portfolio Manager and managed a mid-cap mutual fund. Matt brings a wealth of experience in researching and valuing investment opportunities.

We are passionate about helping people. Developing that deep personal relationship with our clients is key to delivering quality individualized investment strategies and portfolio construction.

Education

  • University of Iowa, B.B.A. in Finance 

  • DePaul University, M.B.A. in Finance

Memberships and Positions

Current

  • Chartered Financial Analyst

  • Certified Financial Planner™ 

  • Member of the CFA Society of Chicago

  • Treasurer of the Cosley Zoo Foundation 

  • Board of Directors of The Civic Federation