Charlie Gofen
Direttore/Membro del Consiglio presso Children's Home + Aid
Profilo
Mr. Charles S.
Gofen, CFA, is a Partner & Wealth Advisor at Corient Private Wealth LLC.
He is on the Board of Directors at Children's Home + Aid.
Mr. Gofen was previously employed as a Partner & Wealth Advisor by Gofen & Glossberg LLC and a Chairman by The Latin School of Chicago.
Mr. Gofen received a B.A.
from Stanford University and a Master of Public Policy from the Kennedy School of Government at Harvard University.
He holds the Chartered Financial Analyst and Chartered Investment Counselor designations.
Posizioni attive di Charlie Gofen
| Società | Posizione | Inizio |
|---|---|---|
Children's Home + Aid
 Children's Home + Aid Other Consumer ServicesConsumer Services Children's Home + Aid provides children healthcare services. The firm offers adoption, foster care, counseling, treatment programs, child care and education services. The company was founded in 1883 and is headquartered in Chicago, IL. | Direttore/Membro del Consiglio | - |
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Gestore di Portafoglio-Azioni | 01/12/2022 |
Precedenti posizioni note di Charlie Gofen
| Società | Posizione | Fine |
|---|---|---|
Gofen & Glossberg LLC
 Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Gestore di Portafoglio-Azioni | 01/12/2022 |
| The Latin School of Chicago | Corporate Officer/Principal | - |
Formazione di Charlie Gofen
| Stanford University | Undergraduate Degree |
| Harvard Kennedy School of Government | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Finance |
Children's Home + Aid
Children's Home + Aid Other Consumer ServicesConsumer Services Children's Home + Aid provides children healthcare services. The firm offers adoption, foster care, counseling, treatment programs, child care and education services. The company was founded in 1883 and is headquartered in Chicago, IL. | Consumer Services |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Finance |
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