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.
Joan M. Giardina, CFA
Principal, Director
Joan joined Chesley, Taft & Associates as a Principal in 2002.
William A. Goldstein
President, Director
Bill brings more than 40 years of investment experience to Chesley, Taft & Associates.
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.
Deborah T. Stotts
Chief Administrative Officer, Director
Debbie joined Chesley, Taft & Associates in 2013, bringing more than 25 years of financial services industry experience.
Brian Zavalkoff, CFA
Principal, Director
Brian joined Chesley, Taft & Associates as a Principal in 2009 and brings more than 25 years of investment 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
Associate Portfolio Manager
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.
Kathleen M. Merkle
Client Service Specialist
Kathy joined Chesley, Taft & Associates in 2022 bringing more than 25 years of financial service experience.
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.