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Gregory James O'Leary
Gestionnaire de Portefeuille-Actions chez Chesley, Taft & Associates LLC
Postes actifs de Gregory James O'Leary
Sociétés | Poste | Début | Fin |
---|---|---|---|
Chesley, Taft & Associates LLC
![]() Chesley, Taft & Associates LLC Investment ManagersFinance Chesley, Taft & Associates LLC (CTA) is an independent wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Faris Chesley and A. Richard Taft in 2021. CTA provides portfolio management services to high-net-worth individuals and their related entities. Related entities include personal trust, IRA, and retirement accounts. The firm also manages family limited partnerships, family foundations and employee benefit plans related to a client’s business. Trust accounts include revocable trusts, irrevocable trusts, estates and guardianships. | Gestionnaire de Portefeuille-Actions | 01/01/2001 | - |
Historique de carrière de Gregory James O'Leary
Anciens postes connus de Gregory James O'Leary
Sociétés | Poste | Début | Fin |
---|---|---|---|
J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - | - |
First Chicago Capital Markets, Inc. | Corporate Officer/Principal | - | - |
ABN AMRO, Inc.
![]() ABN AMRO, Inc. Investment Banks/BrokersFinance Founded in 2008, ABN AMRO, Inc. is a broker/dealer located in New York City. They are a subsidiary of ABN AMRO North America, Inc. and their ultimate parent is Amsterdam-based RFS Holdings BV. ABN AMRO is an international bank with European roots. They focus on consumer and commercial clients in their local markets and focus globally on select multinational corporations and financial institutions, as well as private clients. ABN AMRO is active in four principal customer segments: Personal Banking, Private Banking, Business and Commercial and Corporate and Institutional. While they serve a broad range of clients, their strategic focus is on the mid-market segment | Corporate Officer/Principal | - | - |
Formation de Gregory James O'Leary
Northwestern University | Undergraduate Degree |
The University of Chicago | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 7 |
Opérationnelle
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 5 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 4 |
---|---|
Chesley, Taft & Associates LLC
![]() Chesley, Taft & Associates LLC Investment ManagersFinance Chesley, Taft & Associates LLC (CTA) is an independent wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Faris Chesley and A. Richard Taft in 2021. CTA provides portfolio management services to high-net-worth individuals and their related entities. Related entities include personal trust, IRA, and retirement accounts. The firm also manages family limited partnerships, family foundations and employee benefit plans related to a client’s business. Trust accounts include revocable trusts, irrevocable trusts, estates and guardianships. | Finance |
ABN AMRO, Inc.
![]() ABN AMRO, Inc. Investment Banks/BrokersFinance Founded in 2008, ABN AMRO, Inc. is a broker/dealer located in New York City. They are a subsidiary of ABN AMRO North America, Inc. and their ultimate parent is Amsterdam-based RFS Holdings BV. ABN AMRO is an international bank with European roots. They focus on consumer and commercial clients in their local markets and focus globally on select multinational corporations and financial institutions, as well as private clients. ABN AMRO is active in four principal customer segments: Personal Banking, Private Banking, Business and Commercial and Corporate and Institutional. While they serve a broad range of clients, their strategic focus is on the mid-market segment | Finance |
J.P. Morgan & Co., Inc. (Old) | Finance |
First Chicago Capital Markets, Inc. | Finance |
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