![John Jeffrey Sobel](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
John Jeffrey Sobel
Gestionnaire de Portefeuille-Actions chez
Chesley, Taft & Associates LLC
Profil
Mr. John J.
Sobel is a Principal at Chesley, Taft & Associates LLC.
He joined the firm in May 2012.
He has over 30 years of experience in the investment industry.
He currently serves as President of the Winnetka Fire Department Pension Board.
Mr. Sobel joined Chesley, Taft & Associates from Lodestar Investment Counsel, LLC, where he served as Vice President and Managing Director.
Previously, he held the position of Financial Consultant for Solomon Smith Barney and as a Portfolio Manager within their Consulting Group where he managed portfolios for individuals and institutions.
Previously he has served on various committees of the Winnetka Village Caucus, including acting as Chair of the Library Committee.
Mr. Sobel received his B.A. in Geography-Ecosystems from the University of California, Los Angeles and an M.B.A. in Finance and Marketing from the University of Washington.
Postes actifs de John Jeffrey Sobel
| Sociétés | Poste | Début |
|---|---|---|
Chesley, Taft & Associates LLC
 Chesley, Taft & Associates LLC Investment ManagersFinance CTA is a long-term investor that focuses on companies with consistent earnings, which have proven to be the best fit for the long-term goals of their clients. The firm incorporates risk and return characteristics for US and international equity, US and international fixed income, money market, and a variety of alternative investments to develop risk and return assumptions. They use the combination of client driven objectives and constraints with those risk and return assumptions to develop a portfolio strategy and an asset allocation for each client. | Gestionnaire de Portefeuille-Actions | 01/05/2012 |
Anciens postes connus de John Jeffrey Sobel
| Sociétés | Poste | Fin |
|---|---|---|
Lodestar Investment Counsel LLC
 Lodestar Investment Counsel LLC Investment ManagersFinance Lodestar Investment Counsel's investment strategies are designed to provide a risk-averse approach to long-term capital management that is tailored to meet each client's unique financial circumstances. The firm focuses on high quality financial assets, primarily stocks, bonds, and money market securities. Stock investments are made primarily in large-cap companies that are leaders in their industries. Lodestar focuses on stocks they believe are undervalued based on a variety of measures such as financial strength, earnings, dividends, etc. Based on the client's objectives, portfolios may be comprised of equity securities, municipal securities, corporate debt, US Government securities, mutual funds/ETFs, CDs, option contracts, publicly traded MLPs, commercial paper, and money markets and other short-term reserves. Lodestar's bond management approach is designed to generate a high quality stream of income for their clients, and for balanced accounts, to moderate the portfolio risk associated with stock holdings. | Gestionnaire de Portefeuille-Actions | - |
Jewish Federation of Greater Metrowest NJ
 Jewish Federation of Greater Metrowest NJ Miscellaneous Commercial ServicesCommercial Services Protects & enhances jews and jewish communities | Corporate Officer/Principal | - |
Salomon Smith Barney, Inc.
 Salomon Smith Barney, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Formation de John Jeffrey Sobel
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Lodestar Investment Counsel LLC
Lodestar Investment Counsel LLC Investment ManagersFinance Lodestar Investment Counsel's investment strategies are designed to provide a risk-averse approach to long-term capital management that is tailored to meet each client's unique financial circumstances. The firm focuses on high quality financial assets, primarily stocks, bonds, and money market securities. Stock investments are made primarily in large-cap companies that are leaders in their industries. Lodestar focuses on stocks they believe are undervalued based on a variety of measures such as financial strength, earnings, dividends, etc. Based on the client's objectives, portfolios may be comprised of equity securities, municipal securities, corporate debt, US Government securities, mutual funds/ETFs, CDs, option contracts, publicly traded MLPs, commercial paper, and money markets and other short-term reserves. Lodestar's bond management approach is designed to generate a high quality stream of income for their clients, and for balanced accounts, to moderate the portfolio risk associated with stock holdings. | Finance |
Chesley, Taft & Associates LLC
Chesley, Taft & Associates LLC Investment ManagersFinance CTA is a long-term investor that focuses on companies with consistent earnings, which have proven to be the best fit for the long-term goals of their clients. The firm incorporates risk and return characteristics for US and international equity, US and international fixed income, money market, and a variety of alternative investments to develop risk and return assumptions. They use the combination of client driven objectives and constraints with those risk and return assumptions to develop a portfolio strategy and an asset allocation for each client. | Finance |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Salomon Smith Barney, Inc.
Salomon Smith Barney, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Jewish Federation of Greater Metrowest NJ
Jewish Federation of Greater Metrowest NJ Miscellaneous Commercial ServicesCommercial Services Protects & enhances jews and jewish communities | Commercial Services |
