Michael Patrick Stoffregen
Portfolio Manager-Equities at Chesley, Taft & Associates LLC
Profile
Mr. Michael P.
Stoffregen, CFA, is a Principal at Chesley, Taft & Associates LLC.
He joined the firm in October 2006.
He has over thirty years of investment management experience as a Portfolio Manager.
Prior to joining the firm, Mr. Stoffregen spent twenty-six years at JP Morgan via his earlier affiliation with the legacy First National Bank of Chicago.
In his early career he was a member of the Common Stock Committee of First Chicago Investment Advisors, which later became Brinson Partners.
He spent ten years as Manager of the Pegasus Special Equity Mutual Fund.
Since 1993, he has focused his practice exclusively on high net worth and ultra high net worth private clients.
Mr. Stoffregen received his B.S.
in General Management and Finance from Purdue University.
He is a Chartered Financial Analyst and has been a member of the CFA Society of Chicago since 1982.
Michael Patrick Stoffregen active positions
Companies | Position | Start |
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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 | 2006-09-30 |
Former positions of Michael Patrick Stoffregen
Companies | Position | End |
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J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - |
First National Bank of Chicago (Illinois) | Corporate Officer/Principal | - |
Brinson Partners, Inc. | Corporate Officer/Principal | - |
Training of Michael Patrick Stoffregen
Purdue University | Undergraduate Degree |
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Members of the board
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Linked companies
Private companies | 4 |
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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 |
J.P. Morgan & Co., Inc. (Old) | Finance |
Brinson Partners, Inc. | Finance |
First National Bank of Chicago (Illinois) | Finance |
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