Chesley TAFT & Associates LLC

Chesley TAFT & Associates LLC, also known as CHESLEY, TAFT & ASSOCIATES, LLC, is an Illinois-based Limited Liability Company. With a team of 13 professionals, including 8 advisors, this firm has been approved by the U.S. Securities and Exchange Commission since December 8, 2000. Although the exact number of clients served is unspecified, Chesley TAFT & Associates LLC is a reputable name in financial advisory services.

• BRIAN A. ZAVALKOFF REVOCABLE DATED DECEMBER 23, 2003, AS AMENDED

  MEMBER owns more than 10% but less than 25%

• BRIAN AARON ZAVALKOFF

  PRINCIPAL owns more than 10% but less than 25%

• DEBORAH THIDA STOTTS

  CHIEF COMPLIANCE OFFICER owns less than 5%

• FARIS F. CHESLEY TRUST DATED JUNE 7, 2002

  MEMBER owns more than 25% but less than 50%

• FARIS FRANKLIN CHESLEY

  PRINCIPAL, MANAGER AND CHAIRMAN owns more than 25% but less than 50%

• GREGORY JAMES OLEARY

  PRINCIPAL owns more than 10% but less than 25%

• JOAN M. GIARDINA TRUST DATED APRIL 09, 1998

  MEMBER owns more than 10% but less than 25%

• JOAN MARIE GIARDINA

  PRINCIPAL owns more than 10% but less than 25%

• JOHN JEFFREY SOBEL

  PRINCIPAL owns more than 5% but less than 10%

• WILLIAM A. GOLDSTEIN REVOCABLE TRUST, DATED MAY 5, 1988, AS AMENDED AND RESTATED

  MEMBER owns more than 5% but less than 10%

• WILLIAM ALLEN GOLDSTEIN

  PRINCIPAL, PRESIDENT owns more than 5% but less than 10%

• BRIAN AARON ZAVALKOFF

  TRUSTEE owns 75% or more

• FARIS FRANKLIN CHESLEY

  TRUSTEE owns 75% or more

• JOAN MARIE GIARDINA

  TRUSTEE owns 75% or more

• WILLIAM ALLEN GOLDSTEIN

  TRUSTEE owns 75% or more

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• Navigating the Winds of Change: How a Major Fund's Portfolio Evolved from Q4 2023 to Q1 2024
• Chesley Taft & Associates LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
• Chesley Taft & Associates LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
• Chesley Taft & Associates LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
• Investment Insights: Chesley Taft & Associates LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

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