Michael Patrick Stoffregen
Portefeuillebeheerder-Aandelen bij Chesley, Taft & Associates LLC
Actieve functies van Michael Patrick Stoffregen
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-10-2006 | - |
Loopbaan van Michael Patrick Stoffregen
Eerdere bekende functies van Michael Patrick Stoffregen
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
| J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - | - |
| First National Bank of Chicago (Illinois) | Corporate Officer/Principal | - | - |
| Brinson Partners, Inc. | Corporate Officer/Principal | - | - |
Opleiding van Michael Patrick Stoffregen
| Purdue University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 6 |
Operationeel
| Corporate Officer/Principal | 3 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Sectoraal
| Finance | 5 |
| Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 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 |
