Charlie Gofen
Directeur/Bestuurslid bij Children's Home + Aid
Profiel
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.
Actieve functies van Charlie Gofen
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Directeur/Bestuurslid | - |
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. | Portefeuillebeheerder-Aandelen | 01-12-2022 |
Eerdere bekende functies van Charlie Gofen
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-12-2022 |
| The Latin School of Chicago | Corporate Officer/Principal | - |
Opleiding van Charlie Gofen
| Stanford University | Undergraduate Degree |
| Harvard Kennedy School of Government | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |