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Kimberly Roberts
Responsabile della Conformità presso Winslow Asset Management, Inc.
Posizioni attive di Kimberly Roberts
Società | Posizione | Inizio | Fine |
---|---|---|---|
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). | Responsabile della Conformità | 01/05/2019 | - |
Gestore di Portafoglio-Azioni | 01/05/2019 | - |
Storia della carriera di Kimberly Roberts
Precedenti posizioni note di Kimberly Roberts
Società | Posizione | Inizio | Fine |
---|---|---|---|
Highland Consulting Associates, Inc.
![]() Highland Consulting Associates, Inc. Investment ManagersFinance Highland Consulting Associates, Inc. provides investment advice. The private company is based in Cleveland, OH and has subsidiaries in the United States. | Corporate Officer/Principal | - | - |
Formazione di Kimberly Roberts
Kent State University (Ohio) | Masters Business Admin |
Heidelberg University (Ohio) | Undergraduate Degree |
Case Western Reserve University | Graduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Compliance Officer | 1 |
Portfolio Manager-Equities | 1 |
Masters Business Admin | 1 |
Settori
Consumer Services | 4 |
Finance | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
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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 |
Highland Consulting Associates, Inc.
![]() Highland Consulting Associates, Inc. Investment ManagersFinance Highland Consulting Associates, Inc. provides investment advice. The private company is based in Cleveland, OH and has subsidiaries in the United States. | Finance |
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