John Jeffrey Sobel
Portefeuillebeheerder-Aandelen bij Chesley, Taft & Associates LLC
Profiel
Mr. John J.
Sobel is a Principal at Chesley, Taft & Associates LLC.
He joined the firm in May 2012.
He has over thirty years of experience in the investment industry.
He currently serves as President of the Winnetka Fire Department Pension Board.
Mr. Sobel joined Chesley, Taft & Associates from Lodestar Investment Counsel, LLC, where he served as Vice President and Managing Director.
Previously, he held the position of Financial Consultant for Solomon Smith Barney and as a Portfolio Manager within their Consulting Group where he managed portfolios for individuals and institutions.
Previously he has served on various committees of the Winnetka Village Caucus, including acting as Chair of the Library Committee.
Mr. Sobel received his B.A.
in Geography-Ecosystems from the University of California, Los Angeles and an M.B.A.
in Finance and Marketing from the University of Washington.
Actieve functies van John Jeffrey Sobel
| 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 | 01-05-2012 |
Eerdere bekende functies van John Jeffrey Sobel
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | - |
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 | - |
Opleiding van John Jeffrey Sobel
| University of Washington | Masters Business Admin |
| University of California, Los Angeles | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
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 |
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 |
| Salomon Smith Barney, Inc. | 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 |
