John Jeffrey Sobel
Gestionnaire de Portefeuille-Actions chez Chesley, Taft & Associates LLC
Relations actives
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| William Allen Goldstein | M | 86 |
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.
Lodestar Investment Counsel LLC
 Lodestar Investment Counsel LLC Investment ManagersFinance Founded in 1989 by William Goldstein and Kimberly Geary, Lodestar Investment Counsel LLC is a wealth management firm and registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Dearborn-Flanzer LLC, which is owned by its Co-Presidents and Managing Directors, Robert Dearborn and Peter Flanzer. Lodestar provides investment management services to individuals, trusts, family offices, corporate and individual retirement plans, and charitable organizations. | 35 ans |
| William G. Ouchi | M | 80 |
University of California, Los Angeles
| 45 ans |
| Bruce Carter | M | 80 |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | 38 ans |
| Faris Franklin Chesley | M | 85 |
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. | 23 ans |
| Gregory James O'Leary | M | 62 |
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. | 23 ans |
| Stephan R. Targan | M | 78 |
University of California, Los Angeles
| 46 ans |
| Carl Ebeling | M | - |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | 38 ans |
| Joan Marie Giardina | F | 75 |
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. | 22 ans |
| Michael Patrick Stoffregen | M | 70 |
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. | 18 ans |
| Brian Aaron Zavalkoff | M | 55 |
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. | 15 ans |
| Matthew Stephen Szafranski | M | 47 |
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. | 6 ans |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| Patrick W. Dennis | M | - |
University of California, Los Angeles
| 5 ans |
| Bob Sydow | M | 69 |
University of California, Los Angeles
| 8 ans |
| John Keating | M | - |
University of California, Los Angeles
| 6 ans |
| John R. Watters | M | - |
University of California, Los Angeles
| 3 ans |
| Marie-Pascale Lelong | M | - |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | 4 ans |
| Leon Biederman | M | - |
University of California, Los Angeles
| 4 ans |
| Michael M. Kagawa | M | - |
University of California, Los Angeles
| 18 ans |
| Harold C. Hofer | M | 68 |
University of California, Los Angeles
| 7 ans |
| Blair Brumley | M | - |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | 5 ans |
| Bruce A. Eidelson | M | 68 |
University of California, Los Angeles
| 6 ans |
| Rodrigo A. Guerra | M | 68 |
University of California, Los Angeles
| 5 ans |
| Mark Gustin Ganchiff | M | - |
Lodestar Investment Counsel LLC
Lodestar Investment Counsel LLC Investment ManagersFinance Founded in 1989 by William Goldstein and Kimberly Geary, Lodestar Investment Counsel LLC is a wealth management firm and registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Dearborn-Flanzer LLC, which is owned by its Co-Presidents and Managing Directors, Robert Dearborn and Peter Flanzer. Lodestar provides investment management services to individuals, trusts, family offices, corporate and individual retirement plans, and charitable organizations. | 2 ans |
| Richard Redfern | M | 72 |
University of California, Los Angeles
| 5 ans |
| Paul R. Daza | M | 62 |
University of California, Los Angeles
| 7 ans |
| Mark P. Baldwin | M | - |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | 3 ans |
| Sahel Qazzaz | M | 64 |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | 7 ans |
| Darwei Kung | M | - |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | 6 ans |
| Craig Anthony Zabala | M | 71 |
University of California, Los Angeles
| 5 ans |
| Kent Mouton | M | 70 |
University of California, Los Angeles
| 7 ans |
| Peter Ward Flanzer | M | - |
Lodestar Investment Counsel LLC
Lodestar Investment Counsel LLC Investment ManagersFinance Founded in 1989 by William Goldstein and Kimberly Geary, Lodestar Investment Counsel LLC is a wealth management firm and registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Dearborn-Flanzer LLC, which is owned by its Co-Presidents and Managing Directors, Robert Dearborn and Peter Flanzer. Lodestar provides investment management services to individuals, trusts, family offices, corporate and individual retirement plans, and charitable organizations. | - |
| Mohsen M. Sohi | M | 65 |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | 5 ans |
| Kenneth Hobbs | M | 65 |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | 7 ans |
| Martine Rothblatt | M | 69 |
University of California, Los Angeles
| 5 ans |
| Dan Nordstrom | M | - |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | 5 ans |
| Kevin Andrew Frankel | M | - |
University of California, Los Angeles
| 7 ans |
| Pam K. Hagenah | F | - |
University of California, Los Angeles
| 7 ans |
| Nancy Morrison Fishbein | F | - |
University of California, Los Angeles
| 7 ans |
| Thomas St. Dennis | M | 70 |
University of California, Los Angeles
| 4 ans |
| Peter J. Merlone | M | 67 |
University of California, Los Angeles
| 4 ans |
| Robert Lee | M | - |
University of California, Los Angeles
| 5 ans |
| Robin Ann Gorelick | F | - |
University of California, Los Angeles
| 7 ans |
| Vincent M. Scardina | M | - |
University of California, Los Angeles
| 7 ans |
| Chi Hiu Robert Chow | M | - |
University of California, Los Angeles
| 6 ans |
| Karen A. Dempsey | F | - |
University of California, Los Angeles
| 4 ans |
| David Carey | M | - |
University of California, Los Angeles
| 4 ans |
| Jan Loeys | M | - |
University of California, Los Angeles
| 5 ans |
| Paul Richardson | M | - |
University of California, Los Angeles
| 4 ans |
| Steve Bono | M | - |
University of California, Los Angeles
| 5 ans |
| Bridget Gleason | F | - |
University of California, Los Angeles
| 4 ans |
| Bruce Lathrop | M | - |
University of California, Los Angeles
| 5 ans |
| Thomas T. Marshall | M | - |
University of California, Los Angeles
| 4 ans |
| Forrest James | M | - |
University of California, Los Angeles
| 4 ans |
| Frank L. Buckley | M | - |
University of California, Los Angeles
| 5 ans |
| Alejandro Wolff | M | 67 |
University of California, Los Angeles
| 4 ans |
| Rosaline Chow Koo | F | - |
University of California, Los Angeles
| 5 ans |
| Margo Lee | F | - |
University of California, Los Angeles
| 5 ans |
| Barry A. Brooks | M | - |
University of California, Los Angeles
| 4 ans |
| Donna Greene | F | 61 |
University of California, Los Angeles
| 4 ans |
| Byron Wong | M | 72 |
University of California, Los Angeles
| 2 ans |
| Ken Hertz | M | 66 |
University of California, Los Angeles
| 3 ans |
| Marcelo Sciurano | M | - |
University of California, Los Angeles
| 6 ans |
| Pamela Perry | F | - |
University of California, Los Angeles
| 4 ans |
| Barry Becker | M | - |
University of California, Los Angeles
| 2 ans |
| David Neuman | M | 63 |
University of California, Los Angeles
| 4 ans |
| Donald Danks | M | 67 |
University of California, Los Angeles
| 4 ans |
| Stephan Fitch | M | 65 |
University of California, Los Angeles
| 4 ans |
| Kurt S. Gunderson | M | - |
University of California, Los Angeles
| 5 ans |
| Mark D. Michael | M | 73 |
University of California, Los Angeles
| 3 ans |
| John W. Low | M | 67 |
University of California, Los Angeles
| 4 ans |
| Munjit Johal | M | 68 |
University of California, Los Angeles
| 4 ans |
| Michael L. Magerman | M | 61 |
University of California, Los Angeles
| 4 ans |
| Aries Crown | M | 72 |
University of California, Los Angeles
| 2 ans |
| Doug K. Derwin | M | - |
University of California, Los Angeles
| 4 ans |
| Bruce Gross | M | 65 |
University of California, Los Angeles
| 4 ans |
| Stephen D. Greenberg | M | - |
University of California, Los Angeles
| 3 ans |
| Peter Williams | M | 62 |
University of California, Los Angeles
| 4 ans |
| Karen D. Wiggan | F | - |
University of California, Los Angeles
| 4 ans |
| Paul Kevin Flather | M | 63 |
University of California, Los Angeles
| 5 ans |
| Peter Joseph Pellizzon | M | - |
University of California, Los Angeles
| 3 ans |
| Jay Vleeschhouwer | M | - |
University of California, Los Angeles
| 4 ans |
| Esfandiar Lohrasbpour | M | 68 |
University of California, Los Angeles
| 3 ans |
| Bill Gignac | M | - |
University of California, Los Angeles
| 3 ans |
| Barry L. Goldner | M | - |
University of California, Los Angeles
| 3 ans |
| Michael Varney | M | 65 |
University of California, Los Angeles
| 4 ans |
| Barbara D. Falvey | F | 65 |
University of California, Los Angeles
| 4 ans |
| Terry Theodore | M | - |
University of California, Los Angeles
| 5 ans |
| Keith Leonard | M | 62 |
University of California, Los Angeles
| 4 ans |
| Jeffrey H. Greiner | M | - |
University of California, Los Angeles
| 3 ans |
| Ernest VanDeWeghe | M | 65 |
University of California, Los Angeles
| 4 ans |
| John R. Sommer | M | - |
University of California, Los Angeles
| 3 ans |
| Gregory S. Webber | M | - |
University of California, Los Angeles
| 4 ans |
| Jon Richmond | M | - |
University of California, Los Angeles
| 3 ans |
| James S. Carlin | M | - |
University of California, Los Angeles
| 4 ans |
| Jeffrey W. Cavignac | M | - |
University of California, Los Angeles
| 4 ans |
| Michael L. Bazzo | M | - |
University of California, Los Angeles
| 4 ans |
| Stephen A. Maas | M | - |
University of California, Los Angeles
| 3 ans |
| L. Jacobsen | M | 81 |
University of California, Los Angeles
| 3 ans |
| Robert Kimzey | M | - |
University of California, Los Angeles
| 4 ans |
| Fred Schreyer | M | - |
University of California, Los Angeles
| 3 ans |
Statistiques
| Pays | Relations | % du total |
|---|---|---|
| Etats-Unis | 100 | 100,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- John Jeffrey Sobel
- Réseau Personnel
