William Allen Goldstein
President chez Chesley, Taft & Associates LLC
Profil
Mr. William A.
Goldstein is President at Chesley, Taft & Associates LLC and a Managing Director at The PrivateBank & Trust Co. (Illinois).
He joined the firm in May 2012.
He has over forty years of investment experience.
Prior to joining Chesley, Taft & Associates, Mr. Goldstein was Managing Director of Lodestar Investment Counsel, LLC, which he founded in 1989.
Prior to founding Lodestar, he was a member of the management committee of Prescott, Ball & Turben, Inc. and the Chairman of Prescott Asset Management, a wholly-owned investment adviser subsidiary.
He was a founding principal and Executive Vice President of Burton J.
Vincent, Chesley & Company.
He started his investment management career at Hornblower & Weeks-Hemphill, Noyes.
He was an Allied Member of the New York Stock Exchange, Vice Chairman, District 8 of the National Association of Securities Dealers, President of The Bond Club of Chicago, and a member of the board of the Investment Adviser Association.
He has served on the boards of PrivateBancorp, Inc. and Precision Twist Drill Company.
His extensive community involvement includes serving as Chairman of the Governing Members, as well as Treasurer and Chairman of the Endowment and Investment Committee of the Chicago Symphony Orchestra.
Mr. Goldstein received his B.S.
in Industrial Economics from Purdue University.
Postes actifs de William Allen Goldstein
| Sociétés | Poste | Début |
|---|---|---|
CIBC Bank USA
 CIBC Bank USA Regional BanksFinance Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022. | Corporate Officer/Principal | 01/01/2003 |
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. | President | 01/05/2012 |
Anciens postes connus de William Allen Goldstein
| Sociétés | Poste | Fin |
|---|---|---|
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. | Fondateur | 30/04/2012 |
| PRIVATEBANCORP INC | Directeur/Membre du Conseil | 01/07/2008 |
Prescott, Ball & Turben, Inc.
 Prescott, Ball & Turben, Inc. Financial ConglomeratesFinance Prescott, Ball & Turben, Inc. provides investment services. The private company is based in Cleveland, OH. | Corporate Officer/Principal | 31/12/1988 |
Precision Twist Drill Co.
 Precision Twist Drill Co. Tools & HardwareConsumer Durables Precision Twist Drill Co. used to manufacture cutting tools. Its customers were industrial, construction and home workshop markets. The company was founded in 1952 and was headquartered in Crystal Lake, IL. | Corporate Officer/Principal | - |
Investment Adviser Association
 Investment Adviser Association Miscellaneous Commercial ServicesCommercial Services Investment Adviser Association operates as non-profit organization that exclusively represents the interests of SEC-registered investment adviser firms. The company was founded by Jane H. Williams in 1937 and is headquartered in Washington, DC. | Corporate Officer/Principal | - |
Formation de William Allen Goldstein
| Purdue University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 12 |
|---|---|
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. | Finance |
PrivateBancorp, Inc.
 PrivateBancorp, Inc. Regional BanksFinance PrivateBancorp, Inc. operates as a bank holding company, which through its subsidiary, The PrivateBank & Trust Co., provides banking products and services. The bank offers commercial banking, commercial and real estate lending, treasury management, personal banking, wealth management and trust, capital market, investment and investment banking services. It operates through three segments: Banking, Asset Management and The Holding Company Activities. The Banking segment includes commercial and personal banking services, which includes mortgage originations. The Asset Management segment includes investment management, investment advisory, personal trust and estate administration, custodial and escrow, retirement account administration and brokerage services. The Holding Company Activities segment includes the direct and indirect ownership of banking and nonbanking subsidiaries and the issuance of debt and intersegment eliminations. PrivateBancorp was founded by Ralph B. Mandell in 1989 and is headquartered in Chicago, IL. | Finance |
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 |
New York Stock Exchange, Inc.
 New York Stock Exchange, Inc. Investment Banks/BrokersFinance New York Stock Exchange, Inc. operates securities exchange market. The company offers services to equity and stock market participants like listed companies, individual and institutional investors, and member firms of the stock exchange. It bring together cash equities and derivatives exchange for listings, trading in cash equities, equity and interest rate derivatives, bonds, and the distribution of market data. New York Stock Exchange was founded in 1792 and is headquartered in New York City, NY | Finance |
Precision Twist Drill Co.
Precision Twist Drill Co. Tools & HardwareConsumer Durables Precision Twist Drill Co. used to manufacture cutting tools. Its customers were industrial, construction and home workshop markets. The company was founded in 1952 and was headquartered in Crystal Lake, IL. | Consumer Durables |
| Hornblower & Weeks, Inc. | Finance |
Prescott, Ball & Turben, Inc.
Prescott, Ball & Turben, Inc. Financial ConglomeratesFinance Prescott, Ball & Turben, Inc. provides investment services. The private company is based in Cleveland, OH. | Finance |
CIBC Bank USA
CIBC Bank USA Regional BanksFinance Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022. | Finance |
Investment Adviser Association
Investment Adviser Association Miscellaneous Commercial ServicesCommercial Services Investment Adviser Association operates as non-profit organization that exclusively represents the interests of SEC-registered investment adviser firms. The company was founded by Jane H. Williams in 1937 and is headquartered in Washington, DC. | Commercial Services |
| Burton J. Vincent, Chesley & Co. | |
| Prescott Asset Management | |
National Association of Securities Dealers, Inc.
 National Association of Securities Dealers, Inc. Investment Banks/BrokersFinance National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means. | Finance |