Matthew Stephen Szafranski
Portfolio Manager-Equities at Chesley, Taft & Associates LLC
Matthew Stephen Szafranski 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 | 01/01/2018 | - |
Career history of Matthew Stephen Szafranski
Former positions of Matthew Stephen Szafranski
Companies | Position | Start | End |
---|---|---|---|
Columbia Wanger Asset Management LLC
Columbia Wanger Asset Management LLC Investment ManagersFinance Columbia Wanger Asset Management LLC (CWAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Columbia Management Investment Advisers LLC, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP). CWAM serves as the investment advisor to a variety of open-end mutual funds that are series or portfolios of Columbia Acorn Trust and Wanger Advisors Trust, two registered investment companies sponsored by the firm and other institutional accounts. | Analyst-Equity | 01/01/1999 | - |
Portfolio Manager-Equities | 01/01/1999 | - |
Training of Matthew Stephen Szafranski
DePaul University | Masters Business Admin |
University of Iowa | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
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Columbia Wanger Asset Management LLC
Columbia Wanger Asset Management LLC Investment ManagersFinance Columbia Wanger Asset Management LLC (CWAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Columbia Management Investment Advisers LLC, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP). CWAM serves as the investment advisor to a variety of open-end mutual funds that are series or portfolios of Columbia Acorn Trust and Wanger Advisors Trust, two registered investment companies sponsored by the firm and other institutional accounts. | 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 |