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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, Director of Research |
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Phoebe V.S. Kaylor, Research Analyst |
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Jeffrey Travis, CFA, Research Analyst |
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Giancarlo Variola, CFA, Research Analyst |
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Candice Smith, Trading & Operations |
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Regan Cellura, Trading & Operations |
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Jeff joined Winslow Asset Management, Inc. in 2009. Previously, he was Director of Research and Portfolio Manager at Broadleaf Partners for over three years. Prior to helping start Broadleaf Partners, he served nine years at Oak Associates as the Portfolio Manager for two of the firm’s mutual funds and as a Research Analyst for the core growth product. Jeff earned his BA from Denison University, his MBA from Case Western Reserve University and is a CFA Charterholder.
Jeff is involved with the Northeast Ohio Multiple Sclerosis Society as a member of the Finance and Investment Committees. He also serves on the Advisory Board for Hudson Community First.
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