Our Team

Gerald W. Goldberg

Chairman & CIO


  • Years Investment Experience: 49

  • Years with Winslow:  Since Inception

  • Courier Capital, Sr. VP & Office Director, Director of Investment Policy                                       

  • Scudder, Stevens & Clark, Vice President Investments

  • Society National Bank of Cleveland, Research Analyst & Portfolio Manager


  • Cleveland Marshall Law School, Cleveland State University, JD            
  • University of Pennsylvania, Wharton School, BS

history of community engagements

  • Chairman of Finance and Investment Committee, Jewish Federation of Cleveland
  • Chair of the Montefiore Foundation
  • Board Member Bellfaire, JCB
  • Board Member Montefiore Home
  • Treasurer of the Temple Tifereth-Israel
  • Treasurer of the University of Pennsylvania Club of Cleveland
  • Treasurer CFA Society of Cleveland