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Michael P. Stoffregen, CFA

Principal

Michael has more than 30 years of investment management experience as a Portfolio Manager. He joined Chesley, Taft & Associates as a Principal in 2006 after spending 26 years at J.P. Morgan via his earlier affiliation with the legacy First National Bank of Chicago. Additionally, Michael served for 10 years as Manager of the Pegasus Special Equity Mutual Fund. Since 1993, he has focused his practice exclusively on high net worth and ultra-high net worth private clients. In his early career, Michael was a member of the Common Stock Committee of First Chicago Investment Advisors™, which later became Brinson Partners.

"At our firm, we value relationships and work to build long-lasting trust with the clients we serve. We also believe asset allocation is key and work to guide our clients toward strategic investment choices that will set them on the right course."

Education

  • Purdue University, B.S. in General Management and Finance

Memberships and Positions

Current

  • Chartered Financial Analyst

  • Member of the CFA Society of Chicago since 1982