Profiel
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.
Actieve functies van Robert Goldrich
| Bedrijven | Functie | Begin |
|---|---|---|
| SOURCE CAPITAL | Directeur/Bestuurslid | 01-01-2022 |
FPA New Income Inc.
FPA New Income Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Directeur/Bestuurslid | 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 | Directeur/Bestuurslid | 01-01-2022 |
FPA Crescent Fund
FPA Crescent Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Directeur/Bestuurslid | 01-01-2022 |
FPA U.S. Core Equity Fund, Inc.
FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance Functions as investment fund | Directeur/Bestuurslid | 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 | Directeur/Bestuurslid | 01-01-2022 |
Bragg Capital Trust
Bragg Capital Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Directeur/Bestuurslid | 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 |
Eerdere bekende functies van Robert Goldrich
| Bedrijven | Functie | Einde |
|---|---|---|
Leon Levy Foundation
Leon Levy Foundation Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation or endowment | Financieel Directeur/CFO | 01-01-2022 |
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Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
















