Gregory James O'Leary
Portfolio Manager-Equities at Chesley, Taft & Associates LLC
Profile
Mr. Gregory J.
O'Leary is a Principal & Director at Chesley, Taft & Associates LLC.
He has been with Chesley, Taft & Associates since its beginning in 2001, joining the firm from ABN AMRO, Incorporated.
Prior to ABN AMRO, he spent 11 years at JP Morgan (formerly The First National Bank of Chicago) as a Portfolio Manager in the Personal Trust and Investments Department and at First Chicago Capital Markets in fixed income sales and underwriting.
He received his undergraduate degree from Northwestern University and an MBA from The University of Chicago.
Gregory James O'Leary active positions
Companies | Position | Start |
---|---|---|
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 | 31/12/2000 |
Former positions of Gregory James O'Leary
Companies | Position | End |
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J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - |
First Chicago Capital Markets, Inc. | Corporate Officer/Principal | - |
ABN AMRO, Inc.
ABN AMRO, Inc. Investment Banks/BrokersFinance Founded in 2008, ABN AMRO, Inc. is a broker/dealer located in New York City. They are a subsidiary of ABN AMRO North America, Inc. and their ultimate parent is Amsterdam-based RFS Holdings BV. ABN AMRO is an international bank with European roots. They focus on consumer and commercial clients in their local markets and focus globally on select multinational corporations and financial institutions, as well as private clients. ABN AMRO is active in four principal customer segments: Personal Banking, Private Banking, Business and Commercial and Corporate and Institutional. While they serve a broad range of clients, their strategic focus is on the mid-market segment | Corporate Officer/Principal | - |
Training of Gregory James O'Leary
Northwestern University | Undergraduate Degree |
The University of Chicago | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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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 |
ABN AMRO, Inc.
ABN AMRO, Inc. Investment Banks/BrokersFinance Founded in 2008, ABN AMRO, Inc. is a broker/dealer located in New York City. They are a subsidiary of ABN AMRO North America, Inc. and their ultimate parent is Amsterdam-based RFS Holdings BV. ABN AMRO is an international bank with European roots. They focus on consumer and commercial clients in their local markets and focus globally on select multinational corporations and financial institutions, as well as private clients. ABN AMRO is active in four principal customer segments: Personal Banking, Private Banking, Business and Commercial and Corporate and Institutional. While they serve a broad range of clients, their strategic focus is on the mid-market segment | Finance |
J.P. Morgan & Co., Inc. (Old) | Finance |
First Chicago Capital Markets, Inc. | Finance |
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