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Kimberly Roberts
Compliance Officer bei Winslow Asset Management, Inc.
Aktive Positionen von Kimberly Roberts
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). | Compliance Officer | 01.05.2019 | - |
Portfolio Manager-Aktien | 01.05.2019 | - |
Karriereverlauf von Kimberly Roberts
Ehemalige bekannte Positionen von Kimberly Roberts
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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 | - | - |
Ausbildung von Kimberly Roberts
Kent State University (Ohio) | Masters Business Admin |
Heidelberg University (Ohio) | Undergraduate Degree |
Case Western Reserve University | Graduate Degree |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Compliance Officer | 1 |
Portfolio Manager-Equities | 1 |
Masters Business Admin | 1 |
Sektoral
Consumer Services | 4 |
Finance | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 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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