Michael Patrick Stoffregen
Gestionnaire de Portefeuille-Actions chez Chesley, Taft & Associates LLC
Postes actifs de Michael Patrick Stoffregen
| 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 | 01/10/2006 | - |
Historique de carrière de Michael Patrick Stoffregen
Anciens postes connus de Michael Patrick Stoffregen
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
| J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - | - |
| First National Bank of Chicago (Illinois) | Corporate Officer/Principal | - | - |
| Brinson Partners, Inc. | Corporate Officer/Principal | - | - |
Formation de Michael Patrick Stoffregen
| Purdue University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 6 |
Opérationnelle
| Corporate Officer/Principal | 3 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Sectorielle
| Finance | 5 |
| Consumer Services | 2 |
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 |
| J.P. Morgan & Co., Inc. (Old) | Finance |
| Brinson Partners, Inc. | Finance |
| First National Bank of Chicago (Illinois) | Finance |
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