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Taylor Champion, CFA, CFP

®

Senior Portfolio Manager

Taylor joined Chesley, Taft & Associates in 2023 and brings more than 15 years of wealth management experience.  Prior to joining the firm, he served as Investment Officer at Byline Bank Wealth Management and was responsible for overseeing the overall investment strategy for the firm’s assets under administration, which were in excess of $700 million.  Taylor also worked directly with high-net-worth individuals, businesses, and not-for-profits on investment management and financial planning needs.  While at Byline, Taylor was the Chairman of the Byline Trust Investment Committee and led the Byline Strategic Core and Byline Small-Mid Cap Strategic Core equity strategies.

Previously, Taylor was a Vice President and Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management.  In this capacity, Taylor managed assets under management in excess of $750 million. 

What sets Chesley, Taft & Associates apart from other firms is our acute focus on acting in the client’s best interests at all times while also providing exceptional investment guidance.  Leveraging these attributes while providing top-notch service and a unique, personalized solution is what I strive to achieve for each client.

Education

  • University of Missouri-Columbia, B.S.B.A in Finance & Banking

Memberships and Positions

Current

  • Chartered Financial Analyst

  • Certified Financial Planner ®

  • Member of the CFA Society of Chicago

  • Member of Cinema/Chicago Associate Board

  • Member of Greater North Shore Estate Planning Council

  • Member of Chicago Estate Planning Council

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