Brian Aaron Zavalkoff
Portfolio Manager-Equities at Chesley, Taft & Associates LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| William Allen Goldstein | M | 86 |
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. | 12 years |
| Gregory James O'Leary | M | 62 |
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.
The University of Chicago
| 26 years |
| John Jeffrey Sobel | M | 65 |
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. | 12 years |
| Faris Franklin Chesley | M | 85 |
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. | 23 years |
| Joan Marie Giardina | F | 75 |
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. | 22 years |
| Michael Patrick Stoffregen | M | 70 |
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. | 18 years |
| Michael Churchill-smith | M | - |
McGill University
| 37 years |
| Nicolas Matziorinis | M | - |
McGill University
| 36 years |
| Matthew Stephen Szafranski | M | 47 |
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. | 6 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Gillian Holcroft | F | - |
McGill University
| 8 years |
| Nicola Urbani | M | - |
McGill University
| 11 years |
| Rima Qureshi | F | 59 |
McGill University
| 11 years |
| Alok Gaur | M | - |
The University of Chicago
| 6 years |
| Peter Kagan | M | 73 |
The University of Chicago
| 3 years |
| Alan L. Montgomery | M | - |
The University of Chicago
| - |
| Michael Fonstein | M | 64 |
The University of Chicago
| 4 years |
| Kurt Stefan Victor Clulow | M | 53 |
McGill University
| 8 years |
| Pierre Carabin | M | - |
McGill University
| 5 years |
| Spiro Voulgaris | M | - |
The University of Chicago
| 9 years |
| James Wallace MacGregor | M | - |
The University of Chicago
McGill University
| 7 years |
| Federico L. Kaune | M | - |
The University of Chicago
| 4 years |
| Ed J. Powers | M | - |
The University of Chicago
| 3 years |
| David Lawee | M | 58 |
McGill University
The University of Chicago
| 6 years |
| Christian Drapeau | M | - |
McGill University
| 6 years |
| Young-Soo Yoon | M | - |
McGill University
| 5 years |
| Steve Satov | M | - |
McGill University
| 6 years |
| Bilal Memon | M | - |
The University of Chicago
| 8 years |
| Meridith Alin | F | - |
The University of Chicago
| 4 years |
| Guo Hua Chen | M | 60 |
McGill University
| 5 years |
| Laurence Nicole Mengin de Loyer | F | 56 |
McGill University
| 4 years |
| Jehangir Appoo | M | - |
McGill University
| 8 years |
| Luis Garicano Gabilondo | M | - |
The University of Chicago
| 4 years |
| Michael Booth | M | - |
The University of Chicago
| 7 years |
| Bijan Moazami | M | - |
McGill University
| 4 years |
| Lance Eckel | M | - |
McGill University
| 4 years |
| Isaac Barchas | M | 56 |
The University of Chicago
| - |
| Carolyn Carbonneau-Hanson | F | - |
McGill University
| 6 years |
| David Cheng | M | - |
The University of Chicago
| 4 years |
| Carla N. Taylor | F | - |
The University of Chicago
| 6 years |
| Chad Williams | M | 58 |
McGill University
| 7 years |
| James M. McCabe | M | - |
The University of Chicago
| 2 years |
| Sheri Teodoru | F | - |
The University of Chicago
| 2 years |
| Andrew Strommen | M | - |
The University of Chicago
| 4 years |
| Doug E. Glick | M | 56 |
The University of Chicago
| 3 years |
| Tony Olivito | M | - |
The University of Chicago
| 3 years |
| Marco Flávio Tenuto Rossi | M | - |
The University of Chicago
| 2 years |
| Mahrukh Hussain | F | 52 |
The University of Chicago
| 4 years |
| Claude Leveille | M | - |
The University of Chicago
| 2 years |
| Michael J. Ohler | M | - |
The University of Chicago
| 4 years |
| Linda Zuckerman | M | - |
The University of Chicago
| 3 years |
| Daniel Kazan | M | - |
The University of Chicago
| 3 years |
| James A. White | M | - |
The University of Chicago
| 2 years |
| Nathan Curtis | M | - |
The University of Chicago
| 1 years |
| Christopher Joseph Clower | M | 59 |
The University of Chicago
| 2 years |
| Dan J. Greifenkamp | M | - |
The University of Chicago
| 3 years |
| George Bumeder | M | 54 |
The University of Chicago
| 2 years |
| Lisa Ann Donohoe | F | - |
The University of Chicago
| 3 years |
| David A. Brooks | M | - |
The University of Chicago
| 4 years |
| Renita White | F | - |
The University of Chicago
| 1 years |
| Randall Posejpal | M | - |
The University of Chicago
| 2 years |
| Michael Feiertag | M | - |
The University of Chicago
| 4 years |
| Ron Logan | M | 64 |
The University of Chicago
| 2 years |
| Bradley Bugdanowitz | M | - |
The University of Chicago
| 3 years |
| Chang-Hyun Yun | M | 63 |
The University of Chicago
| 3 years |
| Daniel A. Kostyk | M | - |
The University of Chicago
| 2 years |
| Carter Neild | M | - |
The University of Chicago
| 2 years |
| Joseph Michael Grabowski | M | - |
The University of Chicago
| 3 years |
| Sunitha Thomas | F | - |
The University of Chicago
| 4 years |
| Eric Brock | M | 54 |
The University of Chicago
| 2 years |
| Charles Boorady | M | - |
The University of Chicago
| 2 years |
| David Toussaint | M | - |
The University of Chicago
| 2 years |
| Steven W. Curbow | M | - |
The University of Chicago
| 2 years |
| Christian B. McGrath | M | - |
The University of Chicago
| 3 years |
| Gregory Solomon | M | - |
The University of Chicago
| 3 years |
| Carmen A. Heredia-Lopez | F | - |
The University of Chicago
| 2 years |
| Giri Devulapally | M | - |
The University of Chicago
| 2 years |
| Gordon S. Hargraves | M | - |
The University of Chicago
| 2 years |
| Greg Jones | M | - |
The University of Chicago
| 4 years |
| Giorgio de Santis | M | - |
The University of Chicago
| 3 years |
| Timothy J. Landon | M | 61 |
The University of Chicago
| 3 years |
| Nicholas Marsh | M | - |
The University of Chicago
| 3 years |
| Allan Edward Schweitzer | M | - |
The University of Chicago
| 2 years |
| Alar Randmere | M | - |
The University of Chicago
| 2 years |
| Mark R. Fitzgerald | M | - |
The University of Chicago
| 2 years |
| Beth A. Milem | F | - |
The University of Chicago
| 3 years |
| Henry J. Shih | M | - |
The University of Chicago
| 4 years |
| John Sznewajs | M | 56 |
The University of Chicago
| 2 years |
| Richard M. Fradin | M | - |
The University of Chicago
| 2 years |
| Matt Schechter | M | - |
The University of Chicago
| 4 years |
| Jesse Hsu | M | - |
The University of Chicago
| 4 years |
| Aaron Walter Yeary | M | 49 |
The University of Chicago
| 4 years |
| Patrick G. Boyce | M | - |
The University of Chicago
| 2 years |
| Marc D. Jaffe | M | - |
The University of Chicago
| 3 years |
| Terry Kontos | M | - |
The University of Chicago
| 4 years |
| Chip W. Moore | M | - |
The University of Chicago
| 2 years |
| Albert Marino | M | - |
The University of Chicago
| 2 years |
| David J. Strong | M | - |
The University of Chicago
| 3 years |
| Adam Jeffery Wolfberg | M | - |
The University of Chicago
| 1 years |
| Xiao Di Sun | M | 63 |
The University of Chicago
| 1 years |
| Naji Surati | M | 58 |
The University of Chicago
| 2 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 83 | 83.00% |
| Canada | 19 | 19.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Brian Aaron Zavalkoff
- Personal Network
