Our Team

Timothy S. Goldberg

Principal, Portfolio Manager & Director of Client Service


  • Years Investment Experience:  10
  • Years with Winslow: 10
  • Accreditation Council of Graduate Medical Education (ACGME), Client Services Coordinator
  • Chicago: PLV-CMHC, Mental Health Counselor


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

Community Involvement

  • Jewish Federation of Cleveland-Overseas Connections Committee
  • Jewish Federation of Cleveland- 2017 Mandel Symposium Graduate
  • Cleveland Velo Sano