← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（03/12/2024）
CHESLEY, TAFT & ASSOCIATES, LLC · 所有者与执行高管（CRD 111578）
机构事实页：CHESLEY, TAFT & ASSOCIATES, LLC 事实页 → | 官方原文：IAPD firm-summary/111578
Schedule A · 直接所有者（17 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| CHESLEY, FARIS, FRANKLIN | 个人 | PRINCIPAL, MANAGER AND CHAIRMAN | 是 | C |
| GIARDINA, JOAN, MARIE | 个人 | PRINCIPAL | 是 | B |
| OLEARY, GREGORY, JAMES | 个人 | PRINCIPAL | 是 | B |
| ZAVALKOFF, BRIAN, AARON | 个人 | PRINCIPAL | 是 | B |
| GOLDSTEIN, WILLIAM, ALLEN | 个人 | PRINCIPAL, PRESIDENT | 是 | NA |
| SOBEL, JOHN, JEFFREY | 个人 | PRINCIPAL | — | A |
| STOTTS, DEBORAH, THIDA | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| STOFFREGEN, MICHAEL, PATRICK | 个人 | MEMBER | — | NA |
| SZAFRANSKI, MATTHEW, S | 个人 | MEMBER | — | NA |
| HINKO, JEFFREY | 个人 | MEMBER | — | NA |
| MICHAEL P STOFFREGEN REVOCABLE TRUST DATED 11/22/2010 | 境内实体 | MEMBER | — | NA |
| FARIS F. CHESLEY TRUST DATED JUNE 7, 2002 | 境内实体 | MEMBER | 是 | C |
| JOAN M. GIARDINA TRUST DATED APRIL 09, 1998 | 境内实体 | MEMBER | — | B |
| BRIAN A. ZAVALKOFF REVOCABLE TRUST DATED DECEMBER 23, 2003, AS AMENDED | 境内实体 | MEMBER | — | B |
| WILLIAM A. GOLDSTEIN REVOCABLE TRUST, DATED MAY 5, 1988, AS AMENDED AND RESTATED | 境内实体 | MEMBER | — | NA |
| DEBORAH T. STOTTS AMENDED AND RESTATED REVOCABLE TRUST AGREEMENT DATED MARCH 28, 2026 | 境内实体 | MEMBER | — | NA |
| Baumgart, Thomas, Alan | 个人 | PRINCIPAL | — | NA |
Schedule B · 执行高管（6 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| CHESLEY, FARIS, FRANKLIN | TRUSTEE | 是 |
| GIARDINA, JOAN, MARIE | TRUSTEE | 是 |
| ZAVALKOFF, BRIAN, AARON | TRUSTEE | 是 |
| GOLDSTEIN, WILLIAM, ALLEN | TRUSTEE | 是 |
| STOFFREGEN, MICHAEL, PATRICK | TRUSTEE | — |
| STOTTS, DEBORAH, THIDA | TRUSTEE | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
