Geoffrey Ira Edelstein

Geoffrey Ira Edelstein

Vorstandsvorsitzender bei Granite Investment Partners LLC

Finance
Consumer Services
Commercial Services

Profil

Mr. Geoffrey I.
Edelstein, CFA, is a Co-Founder, Principal & Portfolio Manager at Granite Investment Partners LLC.
He is on the Board of Directors at Uplift Family Services.
Mr. Edelstein follows the Consumer Staples sector as an analyst.
Mr. Edelstein is also a member of the Management Committee and the Operating Committee overseeing the firm’s legal and financial operations.
He has 30 years of investment industry experience.
Prior to founding Granite in 2009, Mr. Edelstein was a Principal, Managing Director and Portfolio Manager of Transamerica Investment Management, LLC (TIM), which he joined in 2005 when it acquired Westcap Investors, LLC, a firm he Co-Founded in 1992.
While at TIM, he managed and serviced institutional and private client accounts, as well as mutual funds, in the Large Growth Equity and Large Value Equity strategies.
At Westcap, he managed and serviced portfolios in Westcap’s Large Growth and Convertible Securities strategies.
In addition to his investment responsibilities at Westcap, Mr. Edelstein served as in-house legal counsel, Chief Compliance Officer and architect of the firm’s business infrastructure.
Prior to Westcap, he was an Associate at Rudnick & Wolfe specializing in Corporate and Real Estate Law from 1988-1991.
He received his undergraduate degree from the University of Michigan and a graduate degree from Northwestern University.
He earned the right to use the Chartered Financial Analyst designation in 1997.

Aktive Positionen von Geoffrey Ira Edelstein

UnternehmenPositionBeginn
Direktor/Vorstandsmitglied 03.02.2009
Vorstandsvorsitzender 01.07.2009
Alle aktiven Positionen von Geoffrey Ira Edelstein

Ehemalige bekannte Positionen von Geoffrey Ira Edelstein

UnternehmenPositionEnde
Westcap Investors LLC Analyst-Equity 31.08.2005
Rudnick & Wolfe Corporate Officer/Principal 01.01.1991
Analyst-Equity -
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Ausbildung von Geoffrey Ira Edelstein

University of Michigan Undergraduate Degree
Northwestern University Graduate Degree

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Beziehungen ersten Grades

7

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Private Unternehmen5

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Westcap Investors LLC

Finance

Commercial Services

Finance

Rudnick & Wolfe

Commercial Services

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