Our Team

Timothy S. Goldberg

CEO

Experience   

  • Years Investment Experience:  12
  • Years with Winslow: 12
  • Accreditation Council of Graduate Medical Education (ACGME), Client Services Coordinator
  • Chicago: PLV-CMHC, Mental Health Counselor

Education

  • Roosevelt University, MA
  • University of Michigan, BA
  • CFA Level III Candidate

Community Involvement

  • Investment Committee Member for Jewish Family Services Association
  • Investment Committee Member for The Temple Tifereth-Israel 
  • Jewish Federation of Cleveland- 2017 Mandel Symposium Graduate
  • Cleveland Velo Sano