![Robert Goldrich](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Robert Goldrich
Direttore/Membro del Consiglio presso
SOURCE CAPITAL
Profilo
Robert F.
Goldrich is currently a Director at Source Capital, Inc., a Trustee at FPA New Income, Inc., Investment Managers Series Trust III, Bragg Capital Trust, FPA Crescent Fund, FPA Flexible Fixed Income Fund, and FPA U.S.
Core Equity Fund, Inc. He is also a Senior Vice President-Strategic Initiatives at Cmw Strategies LLC.
In the past, he served as a Director at ULURU, Inc. and as a Director at the New York City Industrial Development Agency.
He was also a Director at Settlement Housing Fund, Inc. and a Principal at Morgan Stanley & Co. LLC.
Additionally, he was the President & Chief Financial Officer at Leon Levy Foundation from 2015 to 2022.
Posizioni attive di Robert Goldrich
| Società | Posizione | Inizio |
|---|---|---|
| SOURCE CAPITAL | Direttore/Membro del Consiglio | 01/01/2022 |
FPA New Income Inc.
 FPA New Income Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Direttore/Membro del Consiglio | 01/01/2022 |
Investment Managers Series Trust III
 Investment Managers Series Trust III Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Direttore/Membro del Consiglio | 01/01/2022 |
FPA Crescent Fund
 FPA Crescent Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Direttore/Membro del Consiglio | 01/01/2022 |
FPA U.S. Core Equity Fund, Inc.
 FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance Functions as investment fund | Direttore/Membro del Consiglio | 01/01/2022 |
FPA Flexible Fixed Income Fund
 FPA Flexible Fixed Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Direttore/Membro del Consiglio | 01/01/2022 |
Bragg Capital Trust
 Bragg Capital Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Direttore/Membro del Consiglio | 01/01/2022 |
Cmw Strategies LLC
 Cmw Strategies LLC Miscellaneous Commercial ServicesCommercial Services Operates as a lobbying, government relations and strategy firm | Corporate Officer/Principal | 01/01/2022 |
Precedenti posizioni note di Robert Goldrich
| Società | Posizione | Fine |
|---|---|---|
Leon Levy Foundation
 Leon Levy Foundation Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation or endowment | Direttore Finanziario/CFO | 01/01/2022 |
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Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
19
Relazioni di 1° grado
13
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 13 |
|---|---|
Source Capital
 Source Capital Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Investment Managers Series Trust III
Investment Managers Series Trust III Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Leon Levy Foundation
Leon Levy Foundation Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation or endowment | Miscellaneous |
Bragg Capital Trust
Bragg Capital Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
FPA Crescent Fund
FPA Crescent Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
FPA New Income Inc.
FPA New Income Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
FPA Flexible Fixed Income Fund
FPA Flexible Fixed Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
ULURU, Inc.
 ULURU, Inc. Medical SpecialtiesHealth Technology Operates as a medical technology company that develops and commercializes wound care & drug delivery systems | Health Technology |
New York City Industrial Development Agency (New York)
 New York City Industrial Development Agency (New York) Local AgenciesGovernment Issues nonrecourse revenue bonds to provide financing for qualified projects, and to enter into industrial and small industry incentive program transactions and other straight-lease transactions for the benefit of qualified projects. | Government |
Settlement Housing Fund, Inc.
 Settlement Housing Fund, Inc. HomebuildingConsumer Durables Provides community housing development, education, employment and wellness services | Consumer Durables |
FPA U.S. Core Equity Fund, Inc.
FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance Functions as investment fund | Finance |
Cmw Strategies LLC
Cmw Strategies LLC Miscellaneous Commercial ServicesCommercial Services Operates as a lobbying, government relations and strategy firm | Commercial Services |
