Geoffrey Ira Edelstein
Vorstandsvorsitzender bei Granite Investment Partners LLC
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
Unternehmen | Position | Beginn |
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Uplift Family Services
Uplift Family Services Miscellaneous Commercial ServicesCommercial Services Uplift Family Services provides social services for children and their families. The firm offers services such as foster care and adaptation, residential treatment, transitional housing, and outpatient mental health services. It also operates in San Jose, Los Gatos, Fairfield, Martinez, Los Banos, Sacramento, San Bernardino, and Los Angeles. The company was founded in February 2009 and is headquartered in Campbell, CA | Direktor/Vorstandsmitglied | 03.02.2009 |
Granite Investment Partners LLC
Granite Investment Partners LLC Investment ManagersFinance Granite Investment Partners LLC (Granite) is an independent, SEC-registered investment advisor and wealth management firm headquartered in El Segundo, California. Granite was founded in 2009 and offers investment advisory services to institutional clients which include employee benefit plans, foundations, endowment, government entities and private funds well as high-net-worth individuals. | Vorstandsvorsitzender | 01.07.2009 |
Ehemalige bekannte Positionen von Geoffrey Ira Edelstein
Unternehmen | Position | Ende |
---|---|---|
Westcap Investors LLC | Analyst-Equity | 31.08.2005 |
Rudnick & Wolfe | Corporate Officer/Principal | 01.01.1991 |
Transamerica Investment Management LLC
Transamerica Investment Management LLC Investment ManagersFinance Founded in 2000, Transamerica Investment Management LLC is a registered investment advisor located in Los Angeles with additional offices in San Francisco and Dayton, Ohio. The firm is a of Transamerica Corp. and their ultimate parent is AEGON NV (NYSE: AEG), a multinational insurance organization headquartered in The Hague, The Netherlands. Transamerica Investment Management provides fee-based investment management to retail and institutional clients. Their institutional clients include corporations, foundations, endowments, hospitals, religious organizations, public funds and Taft-Hartley accounts. The firm also manages 22 mutual funds. | Analyst-Equity | - |
Ausbildung von Geoffrey Ira Edelstein
University of Michigan | Undergraduate Degree |
Northwestern University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 5 |
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Transamerica Investment Management LLC
Transamerica Investment Management LLC Investment ManagersFinance Founded in 2000, Transamerica Investment Management LLC is a registered investment advisor located in Los Angeles with additional offices in San Francisco and Dayton, Ohio. The firm is a of Transamerica Corp. and their ultimate parent is AEGON NV (NYSE: AEG), a multinational insurance organization headquartered in The Hague, The Netherlands. Transamerica Investment Management provides fee-based investment management to retail and institutional clients. Their institutional clients include corporations, foundations, endowments, hospitals, religious organizations, public funds and Taft-Hartley accounts. The firm also manages 22 mutual funds. | Finance |
Westcap Investors LLC | Finance |
Uplift Family Services
Uplift Family Services Miscellaneous Commercial ServicesCommercial Services Uplift Family Services provides social services for children and their families. The firm offers services such as foster care and adaptation, residential treatment, transitional housing, and outpatient mental health services. It also operates in San Jose, Los Gatos, Fairfield, Martinez, Los Banos, Sacramento, San Bernardino, and Los Angeles. The company was founded in February 2009 and is headquartered in Campbell, CA | Commercial Services |
Granite Investment Partners LLC
Granite Investment Partners LLC Investment ManagersFinance Granite Investment Partners LLC (Granite) is an independent, SEC-registered investment advisor and wealth management firm headquartered in El Segundo, California. Granite was founded in 2009 and offers investment advisory services to institutional clients which include employee benefit plans, foundations, endowment, government entities and private funds well as high-net-worth individuals. | Finance |
Rudnick & Wolfe | Commercial Services |