Brian Aaron Zavalkoff
Portfolio Manager-Equities at Chesley, Taft & Associates LLC
Profile
Mr. Brian A.
Zavalkoff, CFA MBA, is a Principal at Chesley, Taft & Associates LLC.
He joined the firm in June 2009.
He has over twenty five years of investment management experience.
Prior to joining the firm, Mr. Zavalkoff was a Senior Vice President and Senior Portfolio Manager at the U.S.
Trust Company (a division of Bank of America) and its predecessor firms, LaSalle Wealth Management and the Chicago Trust Company.
At the U.S.
Trust Company, he was responsible for managing diversified investment portfolios for private clients, trusts, foundations and businesses.
He also led LaSalle’s Midcap Growth Fund and Separately Managed Account program.
In addition, he was employed as Vice President and Portfolio Manager with Citibank Global Asset Management / Citigroup Asset Management in New York.
At Citibank, he co-managed a $1.25 billion U.S.
All-Cap Equity Fund.
Also, he authored the Company’s quarterly Global Investment Perspective, a strategy report discussing prospects for each of the major global economies and financial markets.
Finally, he was also a member of the Company’s Asset Management Committee.
Mr. Zavalkoff received his Bachelor of Commerce / Faculty Scholar / Graduated with Distinction from McGill University and an M.B.A.
in Finance and Accounting / Graduated with Honors from The University of Chicago.
He is a Chartered Financial Analyst and a member of the CFA Society of Chicago.
Brian Aaron Zavalkoff active positions
| Companies | Position | Start |
|---|---|---|
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 | 2009-05-31 |
Former positions of Brian Aaron Zavalkoff
| Companies | Position | End |
|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - |
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 | - |
| Citigroup Asset Management | Portfolio Manager-Equities | - |
Training of Brian Aaron Zavalkoff
| McGill University | Undergraduate Degree |
| The University of Chicago | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
| Citigroup Asset Management | 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 |
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