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Gerry Goldberg
Oprichter bij Winslow Asset Management, Inc.
Actieve functies van Gerry Goldberg
Bedrijven | Functie | Begin | Einde |
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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). | Voorzitter | 01-06-1992 | - |
Chief Investment Officer | 01-06-1992 | - | |
Oprichter | 01-06-1992 | - | |
Portefeuillebeheerder-Aandelen | 01-06-1992 | - | |
Hoofd van Private Banking | 01-06-1992 | - | |
Algemeen Directeur | 01-06-1992 | - |
Loopbaan van Gerry Goldberg
Eerdere bekende functies van Gerry Goldberg
Bedrijven | Functie | Begin | Einde |
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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 | 01-01-1978 | 30-05-1992 |
Scudder Stevens & Clark Inc | Corporate Officer/Principal | 01-01-1970 | 31-12-1977 |
Opleiding van Gerry Goldberg
University of Pennsylvania | Undergraduate Degree |
Cleveland State University | Graduate Degree |
Statistieken
Internationaal
Verenigde Staten | 6 |
Operationeel
Corporate Officer/Principal | 2 |
Chief Executive Officer | 1 |
Chairman | 1 |
Sectoraal
Finance | 4 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
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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 |
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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