Your Team Members

Our portfolio managers average over 35 years of experience encompassing the full range of market cycles and investment trends. We each bring our own investment experience and perspective to the investment process. Collectively we benefit from the variety of viewpoints, and individually we enjoy the flexibility to bring our unique point of view to our clients.

Our experienced support team handles the operational and administrative tasks with a knowledge born of industry experience. We share one objective, serving our client’s financial needs.

Faris F. Chesley

Chairman, Director

Faris has been an esteemed and active member of Chicago’s investment community for more than 40 years.

William A. Goldstein

Vice Chairman, Director

Bill brings more than 40 years of investment experience to Chesley, Taft & Associates.

Brian Zavalkoff, CFA

President, Director

Brian joined Chesley, Taft & Associates as a Principal in 2009 and brings more than 25 years of investment management experience.

Joan M. Giardina, CFA

Principal, Director

Joan joined Chesley, Taft & Associates as a Principal in 2002.

Deborah T. Stotts

Chief Administrative Officer, Director

Debbie joined Chesley, Taft & Associates in 2013, bringing more than 25 years of financial services industry experience.

Gregory J. O'Leary

Principal, Director

Gregory has been with Chesley, Taft & Associates since its beginning in 2001, joining the firm from ABN AMRO, Incorporated.

Taylor Champion, CFA, CFP®

Senior Portfolio Manager

Taylor joined Chesley, Taft & Associates in 2023 and brings more than 15 years of wealth management experience.

John J. Sobel

Principal

John brings more than 30 years of experience in the investment industry to serve our clients' portfolios.

Michael P. Stoffregen, CFA

Principal

Michael has more than 30 years of investment management experience as a Portfolio Manager.

Matthew S. Szafranski, CFA, CFP®

Principal

Matt joined Chesley, Taft & Associates as a Senior Portfolio Manager in 2018.

Thomas A. Baumgart

Principal

With more than 23 years in the financial services industry, Tom has been with Chesley, Taft & Associates since 2015.

Jeffrey M. Hinko

Trader and Client Service Manager

Jeffrey has been a member of the Chesley, Taft & Associates team since 2007 and became an owner in 2020.

Emily A. Mirrilees

Client Service Specialist

Emily joined Chesley, Taft & Associates in 2021 from CIBC Private Wealth Management where she was an Account Manager in the Private Wealth division.

Erin L. Murphy

Client Service Specialist

Erin has been with Chesley, Taft & Associates since it was founded in 2001.

Our experienced team is ready to support your financial needs and help you achieve your investment goals.

Connect With Us