Gerry Goldberg
Gründer bei Winslow Asset Management, Inc.
Aktive Positionen von Gerry Goldberg
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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). | Vorsitzender | 01.06.1992 | - |
| Chief Investment Officer | 01.06.1992 | - | |
| Gründer | 01.06.1992 | - | |
| Portfolio Manager-Aktien | 01.06.1992 | - | |
| Leiter des Privatbankwesens | 01.06.1992 | - | |
| Vorstandsvorsitzender | 01.06.1992 | - |
Karriereverlauf von Gerry Goldberg
Ehemalige bekannte Positionen von Gerry Goldberg
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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 | 01.01.1978 | 30.05.1992 |
| Scudder Stevens & Clark Inc | Corporate Officer/Principal | 01.01.1970 | 31.12.1977 |
Ausbildung von Gerry Goldberg
| University of Pennsylvania | Undergraduate Degree |
| Cleveland State University | Graduate Degree |
Statistik
International
| Vereinigte Staaten | 6 |
Operativ
| Corporate Officer/Principal | 2 |
| Chief Executive Officer | 1 |
| Chairman | 1 |
Sektoral
| Finance | 4 |
| Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 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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- Gerry Goldberg
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