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Brian Aaron Zavalkoff
President chez
Chesley, Taft & Associates LLC
Profil
Mr. Brian A. Zavalkoff, CFA MBA, is a President at Chesley, Taft & Associates LLC.
He joined the firm in June 2009.
He has over 25 years of investment management experience.
Prior to joining the firm, Mr. Zavalkoff was a Senior Vice President & Senior Portfolio Manager at the U.S.
Trust Company (a division of Bank of America) and its predecessor firms, LaSalle Wealth Management and the Chicago Trust Company.
At the U.S.
Trust Company, he was responsible for managing diversified investment portfolios for private clients, trusts, foundations and businesses.
He also led LaSalle’s Midcap Growth Fund and Separately Managed Account program.
In addition, he was employed as Vice President and Portfolio Manager with Citibank Global Asset Management / Citigroup Asset Management in New York.
At Citibank, he co-managed a $1.25 billion U.S.
All-Cap Equity Fund.
Also, he authored the Company’s quarterly Global Investment Perspective, a strategy report discussing prospects for each of the major global economies and financial markets.
Finally, he was also a member of the Company’s Asset Management Committee.
Mr. Zavalkoff received his Bachelor of Commerce / Faculty Scholar / Graduated with Distinction from McGill University and an M.B.A. in Finance and Accounting / Graduated with Honors from The University of Chicago.
He is a Chartered Financial Analyst and a member of the CFA Society of Chicago.
Postes actifs de Brian Aaron Zavalkoff
| Sociétés | Poste | Début |
|---|---|---|
Chesley, Taft & Associates LLC
 Chesley, Taft & Associates LLC Investment ManagersFinance CTA is a long-term investor that focuses on companies with consistent earnings, which have proven to be the best fit for the long-term goals of their clients. The firm incorporates risk and return characteristics for US and international equity, US and international fixed income, money market, and a variety of alternative investments to develop risk and return assumptions. They use the combination of client driven objectives and constraints with those risk and return assumptions to develop a portfolio strategy and an asset allocation for each client. | President | 01/01/2024 |
Anciens postes connus de Brian Aaron Zavalkoff
| Sociétés | Poste | Fin |
|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Corporate Officer/Principal | - |
Wintrust Private Trust Co. NA
 Wintrust Private Trust Co. NA Investment ManagersFinance Provides wealth management services | Corporate Officer/Principal | - |
Citigroup Asset Management
 Citigroup Asset Management Investment ManagersFinance Provides investment advice | Gestionnaire de Portefeuille-Actions | - |
Formation de Brian Aaron Zavalkoff
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Chesley, Taft & Associates LLC
Chesley, Taft & Associates LLC Investment ManagersFinance CTA is a long-term investor that focuses on companies with consistent earnings, which have proven to be the best fit for the long-term goals of their clients. The firm incorporates risk and return characteristics for US and international equity, US and international fixed income, money market, and a variety of alternative investments to develop risk and return assumptions. They use the combination of client driven objectives and constraints with those risk and return assumptions to develop a portfolio strategy and an asset allocation for each client. | Finance |
Wintrust Private Trust Co. NA
Wintrust Private Trust Co. NA Investment ManagersFinance Provides wealth management services | Finance |
Citigroup Asset Management
Citigroup Asset Management Investment ManagersFinance Provides investment advice | Finance |
McGill University
 McGill University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
