Chesley Taft & Associates, LLC is pleased to announce that Brian Zavalkoff has been named President of the firm. Brian joined Chesley Taft in 2009 and has been instrumental in the growth of the firm as portfolio manager and Principal of the firm.
William A. Goldstein, assumes the position of Vice Chairman. Bill joined the firm in 2012 as President after forty plus years in leadership roles at investment firms including acting as Chairman of Lodestar Investment Counsel which he founded. Faris Chesley remains Chairman of the firm.
William A. Goldstein
We are pleased to welcome Taylor Champion, CFA, CFP® to our firm. Taylor comes to us from Byline Bank where he managed investment portfolios for individuals, families, and not-for-profit clients. He served as Chairman of the Byline Trust Investment Committee and managed their Strategic Core and Small-Mid Cap Strategic Core
portfolios. Previously Taylor held positions at U. S. Trust, Bank of America
Taylor B Champion
Taylor shares our commitment to providing clients with individualized investment solutions coupled with superior client service, all in the best interest of our clients. Taylor lives with his wife and two young children in Logan Square. An avid golfer and self-described wine snob, he is also on the Associate Board of Cinema Chicago.
We are also pleased to welcome Lauren Rose to our Client Service Team. Lauren comes to us from Fiducient and brings a wealth of experience in client service and a can-do attitude.
Please join us in welcoming Taylor and Lauren and congratulating our new leadership team.