Gerry Goldberg
Fondatore presso Winslow Asset Management, Inc.
Profilo
Mr. Gerald W.
Goldberg is a Chairman & Chief Investment Officer at Winslow Asset Management, Inc. He has over 49 years of investment experience.
Mr. Goldberg was previously employed as a Senior Vice President by Courier Capital Corp.
and a Vice President by Scudder Stevens & Clark Inc.
He received his undergraduate degree from the University of Pennsylvania and a graduate degree from Cleveland State University.
Posizioni attive di Gerry Goldberg
| Società | Posizione | Inizio |
|---|---|---|
Winslow Asset Management, Inc.
 Winslow Asset Management, Inc. Investment ManagersFinance Winslow Asset Management, Inc. (Winslow) is a registered independent investment advisor and wealth management firm headquartered in Beachwood, Ohio. The firm was founded by Gerald “Gerry” Goldberg in 1992. Winslow provides investment advisory services to institutional and individual clients. Their clients also include Taft-Hartley plans, public funds, corporate profit sharing plans, endowment funds and individuals (both taxable and non-taxable accounts). | Fondatore | 01/06/1992 |
Precedenti posizioni note di Gerry Goldberg
| Società | Posizione | Fine |
|---|---|---|
Courier Capital LLC
 Courier Capital LLC Investment ManagersFinance Courier Capital LLC is a SEC-registered investment advisor headquartered in Buffalo, New York. The firm is the successor to Courier Capital Corp., an investment firm originally founded in 1967. They were reorganized as Courier Capital LLC in 2016. The firm is a wholly-owned subsidiary of Financial Institutions, Inc. (NASDAQ: FISI). Courier Capital provides customized investment management services to individuals (including high net-worth individuals and other clients), banking institutions, charitable endowments, and pension plans. | Corporate Officer/Principal | 30/05/1992 |
| Scudder Stevens & Clark Inc | Corporate Officer/Principal | 31/12/1977 |
Formazione di Gerry Goldberg
| University of Pennsylvania | Undergraduate Degree |
| Cleveland State University | 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 |
|---|---|
Winslow Asset Management, Inc.
Winslow Asset Management, Inc. Investment ManagersFinance Winslow Asset Management, Inc. (Winslow) is a registered independent investment advisor and wealth management firm headquartered in Beachwood, Ohio. The firm was founded by Gerald “Gerry” Goldberg in 1992. Winslow provides investment advisory services to institutional and individual clients. Their clients also include Taft-Hartley plans, public funds, corporate profit sharing plans, endowment funds and individuals (both taxable and non-taxable accounts). | Finance |
Courier Capital LLC
Courier Capital LLC Investment ManagersFinance Courier Capital LLC is a SEC-registered investment advisor headquartered in Buffalo, New York. The firm is the successor to Courier Capital Corp., an investment firm originally founded in 1967. They were reorganized as Courier Capital LLC in 2016. The firm is a wholly-owned subsidiary of Financial Institutions, Inc. (NASDAQ: FISI). Courier Capital provides customized investment management services to individuals (including high net-worth individuals and other clients), banking institutions, charitable endowments, and pension plans. | Finance |
| Scudder Stevens & Clark Inc | Finance |
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