Kimberly Roberts
Oficial de Cumplimiento en Winslow Asset Management, Inc. .
Perfil
Ms. Kimberly S.
Roberts is a Chief Compliance Officer & Portfolio Manager at Winslow Asset Management, Inc. She has over 14 years of industry experience.
Ms. Roberts was previously employed as a Consulting Research Analyst by Highland Consulting Associates, Inc.
She received her undergraduate degree from Heidelberg University (Ohio), a graduate degree from Case Western Reserve University and an MBA from Kent State University (Ohio).
Cargos activos de Kimberly Roberts
| 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). | Oficial de Cumplimiento | 01/05/2019 |
Antiguos cargos conocidos de Kimberly Roberts.
| Empresas | Cargo | Fin |
|---|---|---|
Highland Consulting Associates, Inc.
 Highland Consulting Associates, Inc. Investment ManagersFinance Highland Consulting Associates, Inc. provides investment advice. The private company is based in Cleveland, OH and has subsidiaries in the United States. | Corporate Officer/Principal | - |
Formación de Kimberly Roberts.
| Case Western Reserve University | Graduate Degree |
| Heidelberg University (Ohio) | Undergraduate Degree |
| Kent State University (Ohio) | Masters Business Admin |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
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 |
Highland Consulting Associates, Inc.
Highland Consulting Associates, Inc. Investment ManagersFinance Highland Consulting Associates, Inc. provides investment advice. The private company is based in Cleveland, OH and has subsidiaries in the United States. | Finance |
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