John Jeffrey Sobel
Portfolio Manager-Equities at Chesley, Taft & Associates LLC
John Jeffrey Sobel active positions
Companies | Position | Start | End |
---|---|---|---|
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 | 01/05/2012 | - |
Career history of John Jeffrey Sobel
Former positions of John Jeffrey Sobel
Companies | Position | Start | End |
---|---|---|---|
Lodestar Investment Counsel LLC
Lodestar Investment Counsel LLC Investment ManagersFinance Founded in 1989 by William Goldstein and Kimberly Geary, Lodestar Investment Counsel LLC is a wealth management firm and registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Dearborn-Flanzer LLC, which is owned by its Co-Presidents and Managing Directors, Robert Dearborn and Peter Flanzer. Lodestar provides investment management services to individuals, trusts, family offices, corporate and individual retirement plans, and charitable organizations. | Portfolio Manager-Equities | 01/01/2000 | - |
Portfolio Manager-Fixed Income | 22/09/2010 | - | |
Jewish Federation of Greater Metrowest NJ
Jewish Federation of Greater Metrowest NJ Miscellaneous Commercial ServicesCommercial Services Part of The Jewish Federations of North America, Inc., Jewish Federation of Greater Metrowest NJ is a company that protects and enhances Jews and Jewish communities. The company is based in Whippany, NJ. Jewish Federation of Greater Metrowest NJ is the result of an M & A transaction between United Jewish Communities of Metrowest New Jersey and Jewish Federation of Central New Jersey as of June 05, 2012. | Corporate Officer/Principal | - | - |
Salomon Smith Barney, Inc. | Corporate Officer/Principal | - | - |
Training of John Jeffrey Sobel
University of California, Los Angeles | Undergraduate Degree |
University of Washington | Masters Business Admin |
Statistics
International
United States | 7 |
Operational
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Portfolio Manager-Fixed Income | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
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Lodestar Investment Counsel LLC
Lodestar Investment Counsel LLC Investment ManagersFinance Founded in 1989 by William Goldstein and Kimberly Geary, Lodestar Investment Counsel LLC is a wealth management firm and registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Dearborn-Flanzer LLC, which is owned by its Co-Presidents and Managing Directors, Robert Dearborn and Peter Flanzer. Lodestar provides investment management services to individuals, trusts, family offices, corporate and individual retirement plans, and charitable organizations. | Finance |
Salomon Smith Barney, Inc. | Finance |
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 |
Jewish Federation of Greater Metrowest NJ
Jewish Federation of Greater Metrowest NJ Miscellaneous Commercial ServicesCommercial Services Part of The Jewish Federations of North America, Inc., Jewish Federation of Greater Metrowest NJ is a company that protects and enhances Jews and Jewish communities. The company is based in Whippany, NJ. Jewish Federation of Greater Metrowest NJ is the result of an M & A transaction between United Jewish Communities of Metrowest New Jersey and Jewish Federation of Central New Jersey as of June 05, 2012. | Commercial Services |
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