Joan Marie Giardina
Directeur/Bestuurslid bij Investment Adviser Association
Profiel
Ms. Joan M.
Giardina, CFA MBA, is a Principal at Chesley, Taft & Associates LLC.
She is on the Board of Directors at Investment Adviser Association.
She joined Chesley, Taft & Associates as a Principal in 2002.
She has over 50 years of experience in the trust and investment management business managing balanced portfolios for private clients, trusts and charitable organizations, and employee benefit plans.
Her prior experience includes American National Bank and the Chicago Trust Company where as a Senior Vice President she headed the High Net Worth Portfolio Management Unit for ten years.
She brings a wealth of experience in trust and estate planning matters.
Previously she served on the Board of the Greater Chicago Food Depository.
She received her undergraduate degree from the University of Dayton and an MBA from The University of Chicago.
She is a Chartered Financial Analyst and a member of the CFA Society of Chicago.
Actieve functies van Joan Marie Giardina
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-11-2002 |
Investment Adviser Association
 Investment Adviser Association Miscellaneous Commercial ServicesCommercial Services Investment Adviser Association operates as non-profit organization that exclusively represents the interests of SEC-registered investment adviser firms. The company was founded by Jane H. Williams in 1937 and is headquartered in Washington, DC. | Directeur/Bestuurslid | - |
Eerdere bekende functies van Joan Marie Giardina
| Bedrijven | Functie | Einde |
|---|---|---|
The Chicago Trust Co. NA
 The Chicago Trust Co. NA Investment ManagersFinance Part of Wintrust Financial Corp., The Chicago Trust Co. NA provides investment advice. The company is based in Chicago, IL. The company was founded in 1991. Robert J. Mayo has been the CEO of the company since 2003. | Corporate Officer/Principal | - |
American National Bank & Trust (Texas)
 American National Bank & Trust (Texas) Investment ManagersFinance Founded in 1976, American National Bank & Trust is an independent locally-owned bank located in Wichita Falls, Texas. The bank is a direct subsidiary of AmeriBancShares, of Delaware, Inc. Their ultimate parent is AmeriBancShares, Inc. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Joan Marie Giardina
| University of Dayton | Undergraduate Degree |
| The University of Chicago | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 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 |
American National Bank & Trust (Texas)
American National Bank & Trust (Texas) Investment ManagersFinance Founded in 1976, American National Bank & Trust is an independent locally-owned bank located in Wichita Falls, Texas. The bank is a direct subsidiary of AmeriBancShares, of Delaware, Inc. Their ultimate parent is AmeriBancShares, Inc. | Finance |
The Chicago Trust Co. NA
The Chicago Trust Co. NA Investment ManagersFinance Part of Wintrust Financial Corp., The Chicago Trust Co. NA provides investment advice. The company is based in Chicago, IL. The company was founded in 1991. Robert J. Mayo has been the CEO of the company since 2003. | Finance |
Investment Adviser Association
Investment Adviser Association Miscellaneous Commercial ServicesCommercial Services Investment Adviser Association operates as non-profit organization that exclusively represents the interests of SEC-registered investment adviser firms. The company was founded by Jane H. Williams in 1937 and is headquartered in Washington, DC. | Commercial Services |
