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Click on the names below to learn more about each
team member.
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Gerald W. Goldberg, Chairman & Chief Investment Officer |
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Kara H. Lewis, President |
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Susan F. Akers, Chief Operating Officer |
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Phoebe V.S. Kaylor, Vice President |
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Jeffrey Travis, CFA, Vice President |
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Giancarlo Variola, CFA, Research Associate |
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Sherry L. Tytko, Senior Trader |
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Candice Smith, Operations Associate |
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Gerry founded Winslow Asset Management, Inc.
in June 1992. Previously, from 1978 through 1992, he was the
Senior Vice President, Office Director, and Director of Investment
Policy of Courier Capital Corporation. From 1970 to 1977, Gerry
was Vice President of Investments at Scudder, Stevens & Clark.
Gerry started his career at Society Bank where he
was a Research Analyst and Portfolio Manager. He earned his BS from
University of Pennsylvania, Wharton School and his JD from Cleveland
Marshall Law School.
Gerry is also involved in the Greater Cleveland community volunteering
his time to many civic causes. Recent past and current community
positions include: Treasurer of University of Pennsylvania Club
of Cleveland, Chair of the Montefiore Foundation, Board member
of Belfaire JCB, Board member of Montefiore Home, member of
the Executive Committee of the Finance and Investment Committee
for the Jewish Federation of Cleveland, Treasurer of the Temple-Tifereth
Israel, and a member of the Advisory Committee of the AJC. |
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