Chesley, Taft & Associates, LLC

Taylor Champion is a CFP® and CFA® at Chesley, Taft & Associates, LLC with over 14 years of industry experience. Prior to joining Chesley, Taft & Associates in 2023, Taylor worked at Byline Bank for four years and U.S. Trust, Bank of America Private Wealth Management for ten years. Chesley, Taft & Associates primarily serves high net worth individuals and related entities, including trusts, IRAs, and family foundations, managing approximately $3.0 billion in client assets. The firm employs fundamental equity analysis and tailored asset allocation across multiple strategies, serving a diverse client base that includes pension plans, charitable organizations, and corporate entities.

Thomas Baumgart is a financial advisor at Chesley, Taft & Associates, LLC with 11 years of experience at the firm. He holds the Series 65 designation and is based in Chicago, IL. Chesley, Taft & Associates serves primarily high net worth individuals and related entities, including trusts, IRAs, and family foundations, managing roughly $3.0 billion in client assets. The firm employs fundamental equity analysis and tailored asset allocation to build portfolios using individual equities, fixed income securities, mutual funds, and ETFs, offering multiple investment strategies and serving a diverse client base that includes pension and charitable organizations.

Michael Stoffregen is a CFA® charterholder and holds a Series 65 license. He has worked at Chesley, Taft & Associates, LLC since 2006, bringing 20 years of industry experience. Chesley, Taft & Associates primarily serves high net worth individuals and related entities, including trusts, IRAs, and family foundations, managing approximately $3.0 billion in client assets. The firm employs fundamental equity analysis and tailored asset allocation across multiple investment strategies, serving a diverse client base that includes pension plans and charitable organizations.

Matthew Szafranski is a CFP® and CFA® with eight years of experience at Chesley, Taft & Associates, LLC, where he has been since 2018. Prior to that, he spent eight years at Ameriprise Financial/Columbia Management. Chesley, Taft & Associates serves primarily high net worth individuals and related entities, including trusts, IRAs, and family foundations, as well as corporations and employee benefit plans. The firm emphasizes fundamental equity analysis and tailored asset allocation, managing approximately $3.0 billion in client assets across various strategies.

Joan Giardina is a financial advisor at Chesley, Taft & Associates, LLC with 17 years of industry experience. She has been with Chesley, Taft & Associates since 2002. Chesley, Taft & Associates serves individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management alongside personalized financial planning. The firm manages approximately $2.8 billion in assets and employs tailored asset allocation and fundamental analysis across various equity and fixed income strategies.

Brian Zavalkoff is a CFA® charterholder with 17 years of experience at Chesley, Taft & Associates, LLC in Chicago, IL. He has worked exclusively with the firm since 2009. Chesley, Taft & Associates serves primarily high net worth individuals and related entities, offering discretionary and non-discretionary portfolio management along with personalized financial planning. The firm manages approximately $3.0 billion in assets, utilizing fundamental equity analysis and tailored asset allocation across a range of strategies.