![Matthew Stephen Szafranski](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Matthew Stephen Szafranski
Gestor de Cartera-Acciones en Chesley, Taft & Associates LLC .
Perfil
Mr. Matthew S.
Szafranski, CFA MBA, is a Principal at Chesley, Taft & Associates LLC.
He joined the firm in 2018.
Prior to joining the firm,he spent eighteen years at Columbia Wanger Asset Management (a subsidiary of AmeripriseFinancial) where he served as Senior Portfolio Manager.
He brings a wealth of experience in researching and valuing investment opportunities.
He received his B.B.A.
in Finance from University of Iowa, M.B.A.
in Finance from DePaul University.
He is a Chartered Financial Analyst and has been a member of the CFA Society of Chicago since 2005.
Cargos activos de Matthew Stephen Szafranski
Empresas | Cargo | Inicio |
---|---|---|
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. | Gestor de Cartera-Acciones | 01/01/2018 |
Antiguos cargos conocidos de Matthew Stephen Szafranski.
Empresas | Cargo | Fin |
---|---|---|
Columbia Wanger Asset Management LLC
![]() Columbia Wanger Asset Management LLC Investment ManagersFinance Columbia Wanger Asset Management LLC (CWAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Columbia Management Investment Advisers LLC, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP). CWAM serves as the investment advisor to a variety of open-end mutual funds that are series or portfolios of Columbia Acorn Trust and Wanger Advisors Trust, two registered investment companies sponsored by the firm and other institutional accounts. | Analyst-Equity | - |
Formación de Matthew Stephen Szafranski.
University of Iowa | Undergraduate Degree |
DePaul University | Masters Business Admin |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 2 |
---|---|
Columbia Wanger Asset Management LLC
![]() Columbia Wanger Asset Management LLC Investment ManagersFinance Columbia Wanger Asset Management LLC (CWAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Columbia Management Investment Advisers LLC, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP). CWAM serves as the investment advisor to a variety of open-end mutual funds that are series or portfolios of Columbia Acorn Trust and Wanger Advisors Trust, two registered investment companies sponsored by the firm and other institutional accounts. | 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 |
- Bolsa de valores
- Insiders
- Matthew Stephen Szafranski