Gregory James O'Leary

Portfolio Manager-Equities at

Chesley, Taft & Associates LLC

64 year

Finance

Consumer Services

Profile

Mr. Gregory J.
O'Leary is a Principal & Director at Chesley, Taft & Associates LLC.
He has been with Chesley, Taft & Associates since its beginning in 2001, joining the firm from ABN AMRO, Incorporated.
Prior to ABN AMRO, he spent 11 years at JP Morgan (formerly The First National Bank of Chicago) as a Portfolio Manager in the Personal Trust and Investments Department and at First Chicago Capital Markets in fixed income sales and underwriting.
He received his undergraduate degree from Northwestern University and an MBA from The University of Chicago.

Gregory James O'Leary active positions

Companies	Position	Start
Chesley, Taft & Associates LLC Chesley, Taft & Associates LLC Investment ManagersFinance CTA is a long-term investor that focuses on companies with consistent earnings, which have proven to be the best fit for the long-term goals of their clients. The firm incorporates risk and return characteristics for US and international equity, US and international fixed income, money market, and a variety of alternative investments to develop risk and return assumptions. They use the combination of client driven objectives and constraints with those risk and return assumptions to develop a portfolio strategy and an asset allocation for each client.	Portfolio Manager-Equities	2000-12-31

All active positions of Gregory James O'Leary

Former positions of Gregory James O'Leary

Companies	Position	End
J.P. Morgan & Co., Inc. (Old) J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services	Corporate Officer/Principal	-
First Chicago Capital Markets, Inc. First Chicago Capital Markets, Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Corporate Officer/Principal	-
ABN AMRO, Inc. ABN AMRO, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-

See the detail of Gregory James O'Leary's experience

Training of Gregory James O'Leary

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Gregory James O'Leary's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	6
Chesley, Taft & Associates LLC Chesley, Taft & Associates LLC Investment ManagersFinance CTA is a long-term investor that focuses on companies with consistent earnings, which have proven to be the best fit for the long-term goals of their clients. The firm incorporates risk and return characteristics for US and international equity, US and international fixed income, money market, and a variety of alternative investments to develop risk and return assumptions. They use the combination of client driven objectives and constraints with those risk and return assumptions to develop a portfolio strategy and an asset allocation for each client.	Finance
ABN AMRO, Inc. ABN AMRO, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
J.P. Morgan & Co., Inc. (Old) J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services	Finance
Northwestern University Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
First Chicago Capital Markets, Inc. First Chicago Capital Markets, Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Finance