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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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Kara joined Winslow Asset Management, Inc. in 2006. Previously, she was the Sales Director for Cedar Partners, ltd. where she identified and evaluated emerging asset managers. While at Cedar, Kara also consulted with these firms on issues such as strategic planning, succession planning and product development. Prior to forming Cedar Partners, an Oak Associates, ltd. subsidiary, she was the Director of Relationship Management and a member of the Portfolio Advisory Team, which was responsible for overseeing over $5B in large-cap growth assets at Oak Associates. Kara was associated with Oak Associates and subsidiaries from 2000-2006. Kara began her career as a Sales Consultant for UNUMProvident Corporation. She earned a BA in Economics from Denison University.
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