Michael Patrick Stoffregen
Gestionnaire de Portefeuille-Actions chez Chesley, Taft & Associates LLC
Profil
Mr. Michael P.
Stoffregen, CFA, is a Principal at Chesley, Taft & Associates LLC.
He joined the firm in October 2006.
He has over thirty years of investment management experience as a Portfolio Manager.
Prior to joining the firm, Mr. Stoffregen spent twenty-six years at JP Morgan via his earlier affiliation with the legacy First National Bank of Chicago.
In his early career he was a member of the Common Stock Committee of First Chicago Investment Advisors, which later became Brinson Partners.
He spent ten years as Manager of the Pegasus Special Equity Mutual Fund.
Since 1993, he has focused his practice exclusively on high net worth and ultra high net worth private clients.
Mr. Stoffregen received his B.S.
in General Management and Finance from Purdue University.
He is a Chartered Financial Analyst and has been a member of the CFA Society of Chicago since 1982.
Postes actifs de Michael Patrick Stoffregen
Sociétés | Poste | Début |
---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/10/2006 |
Anciens postes connus de Michael Patrick Stoffregen
Sociétés | Poste | Fin |
---|---|---|
J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - |
First National Bank of Chicago (Illinois) | Corporate Officer/Principal | - |
Brinson Partners, Inc. | Corporate Officer/Principal | - |
Formation de Michael Patrick Stoffregen
Purdue University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 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 |