Gerald Wayne Goldberg

Chairman, Chief Executive Officer & Chief Investment Officer at Winslow Asset Management, Inc.

Gerald Wayne Goldberg

Gerald Wayne Goldberg

Chairman, Chief Executive Officer & Chief Investment Officer at Winslow Asset Management, Inc.

Overview
Career Highlights

Winslow Asset Management, Inc.

RelSci Relationships

357

Number of Boards

6

Birthday

1944

Age

76

Contact Data
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Relationships
RelSci Relationships are individuals Gerald Wayne Goldberg likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Executive Officer at Safeguard Properties LLC

Relationship likelihood: Strong

Vice Chairman at Jewish Federation of Cleveland

Relationship likelihood: Strong

Vice Chairman at Jewish Federation of Cleveland

Relationship likelihood: Strong

Former President at Mandel Jewish Community Center of Cleveland

Relationship likelihood: Strong

Executive Chairman at Benesch, Friedlander, Coplan & Arnoff LLP

Relationship likelihood: Strong

President & Chief Executive Officer at Federal Machinery & Equipment Co.

Relationship likelihood: Strong

Of Counsel at Taft Stettinius & Hollister LLP

Relationship likelihood: Strong

President, Chief Executive Officer & Director at The Montefiore Foundation

Relationship likelihood: Strong

Partner at Gross Builders

Relationship likelihood: Strong

Vice Chair, Board of Trustees at Jewish Federation of Cleveland

Relationship likelihood: Strong

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Gerald Wayne Goldberg
Chairman, Chief Executive Officer & Chief Investment Officer at Winslow Asset Management, Inc.
Education
B.S.

The Wharton School is the business school of the University of Pennsylvania, an Ivy League university in Philadelphia, Pennsylvania. Wharton was the world’s first collegiate business school and the first business school in the United States. It was established in 1881 through a donation of Joseph Wharton.

J.D.

THE MISSION IS TO PROVIDE CONTINUING LEGAL EDUCATION TO THE ALMUNI ASSOCIATION'S MEMBERS, DISSEMINATION OF INFORMATION TO MEMBERS OF THE LEGAL PROFESSION, AND PROVIDE A FORUM FOR THE EXCHANGE OF IDEAS AND DEVELOPMENTS. IN ADDITION, THE ALUMNI ASSOCIATION MAINTAINS AN ONGOING INVOLVEMENT WITH THE LAW SCHOOL IN ORDER TO ATTRACT, AND PROVIDE OPPORTUNITIES FOR, FUTURE MEMBERS OF THE LAW PROFESSION.

Career History
Chairman, Chief Executive Officer & Chief Investment Officer
Current

WAM invests in publicly traded equity and fixed income securities. They purchase small, mid and large cap stocks, as well as corporate, municipal and government bonds. The firm utilizes qualitative, quantitative and technical analysis in evaluating securities. WAM gathers information to evaluate securities from meetings with corporate management, press releases, conference calls, SEC filings, financial newspapers and magazines, industry sources and Wall Street research materials.

Senior Vice President, Office Director & Director of Investment Policy
1978 - 1992

Courier Capital advises clients on investments in mutual funds, ETFs, equities, bonds, treasuries, commodities and/or real estate. In addition, In addition, the firm may use certain third-party managers to effect various strategies on behalf of a client’s account.

Vice President-Investments
1970 - 1977

Scudder Stevens & Clark provides investment services for private and institutional clients.

Boards & Committees
Chairman, Chief Executive Officer & Chief Investment Officer
Current

WAM invests in publicly traded equity and fixed income securities. They purchase small, mid and large cap stocks, as well as corporate, municipal and government bonds. The firm utilizes qualitative, quantitative and technical analysis in evaluating securities. WAM gathers information to evaluate securities from meetings with corporate management, press releases, conference calls, SEC filings, financial newspapers and magazines, industry sources and Wall Street research materials.

Honorary Member, Board of Directors
Current

The Montefiore Foundation provides healthcare services. It offers short term post-hospital care, physical occupational and speech therapies, skilled nursing, home healthcare services, private care services, long-term care, memory care, hospice and palliative care services, and outpatient therapies. The company was founded in 1882 and is headquartered in Beachwood, OH.

Member, Executive Committee
Prior

Jewish Community Federation of Cleveland is an American nonprofit company located in Cleveland, OH. The firm operates a charity that engages in health and vitality of the Jewish community.

Board Member-Board of Directors
Prior

Bellefaire Jewish Childrens Bureau is an American nonprofit company located in Cleveland, OH. The firm provides behavioural health, substance abuse, education and prevention services.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$2,500 - $4,999
2018

The University of Pennsylvania (commonly referred to as Penn or UPenn) is a private, Ivy League university, located in Philadelphia, Pennsylvania, United States. Penn considers itself the fourth-oldest institution of higher education in the United States, as well as the first university in the United States with both undergraduate and graduate studies.

$2,500 - $4,999
2017

The University of Pennsylvania (commonly referred to as Penn or UPenn) is a private, Ivy League university, located in Philadelphia, Pennsylvania, United States. Penn considers itself the fourth-oldest institution of higher education in the United States, as well as the first university in the United States with both undergraduate and graduate studies.

$1,000 - $2,499
2016

The University of Pennsylvania (commonly referred to as Penn or UPenn) is a private, Ivy League university, located in Philadelphia, Pennsylvania, United States. Penn considers itself the fourth-oldest institution of higher education in the United States, as well as the first university in the United States with both undergraduate and graduate studies.

Political Donations
$300
1994

Co-Founder at Globality, Inc.

$600
1991

Co-Founder at Globality, Inc.

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