Gerry Goldberg
Fundador en Winslow Asset Management, Inc. .
Perfil
Mr. Gerald W.
Goldberg is a Chairman & Chief Investment Officer at Winslow Asset Management, Inc. He has over 49 years of investment experience.
Mr. Goldberg was previously employed as a Senior Vice President by Courier Capital Corp.
and a Vice President by Scudder Stevens & Clark Inc.
He received his undergraduate degree from the University of Pennsylvania and a graduate degree from Cleveland State University.
Cargos activos de Gerry Goldberg
| Empresas | Cargo | Inicio |
|---|---|---|
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). | Fundador | 01/06/1992 |
Antiguos cargos conocidos de Gerry Goldberg.
| Empresas | Cargo | Fin |
|---|---|---|
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 | 30/05/1992 |
| Scudder Stevens & Clark Inc | Corporate Officer/Principal | 31/12/1977 |
Formación de Gerry Goldberg.
| University of Pennsylvania | Undergraduate Degree |
| Cleveland State University | Graduate Degree |
Experiencias
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
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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