Matthew Stephen Szafranski
Portfolio Manager-Equities bij Chesley, Taft & Associates LLC
Profiel
Mr. Matthew S.
Szafranski, CFA MBA, is a Principal at Chesley, Taft & Associates LLC.
He joined the firm in 2018.
Prior to joining the firm,he spent eighteen years at Columbia Wanger Asset Management (a subsidiary of AmeripriseFinancial) where he served as Senior Portfolio Manager.
He brings a wealth of experience in researching and valuing investment opportunities.
He received his B.B.A.
in Finance from University of Iowa, M.B.A.
in Finance from DePaul University.
He is a Chartered Financial Analyst and has been a member of the CFA Society of Chicago since 2005.
Actieve functies van Matthew Stephen Szafranski
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portfolio Manager-Equities | 01-01-2018 |
Eerdere bekende functies van Matthew Stephen Szafranski
| Bedrijven | Functie | Einde |
|---|---|---|
Columbia Wanger Asset Management LLC
 Columbia Wanger Asset Management LLC Investment ManagersFinance Columbia Wanger Asset Management LLC (CWAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Columbia Management Investment Advisers LLC, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP). CWAM serves as the investment advisor to a variety of open-end mutual funds that are series or portfolios of Columbia Acorn Trust and Wanger Advisors Trust, two registered investment companies sponsored by the firm and other institutional accounts. | Analyst-Equity | - |
Opleiding van Matthew Stephen Szafranski
| DePaul University | Masters Business Admin |
| University of Iowa | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
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Columbia Wanger Asset Management LLC
Columbia Wanger Asset Management LLC Investment ManagersFinance Columbia Wanger Asset Management LLC (CWAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Columbia Management Investment Advisers LLC, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP). CWAM serves as the investment advisor to a variety of open-end mutual funds that are series or portfolios of Columbia Acorn Trust and Wanger Advisors Trust, two registered investment companies sponsored by the firm and other institutional accounts. | 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 |
