Our Team

Timothy S. Goldberg

Principal, Portfolio Manager & Director of Client Service

Experience

Years Investment Experience: 9
Years with Winslow: 9
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

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

Winslow Asset Management is an independent, 100% employee-owned investment firm based in Cleveland, Ohio. Our firm manages approximately $550M in assets via All-Cap Core, Small-Cap Core and Balanced strategies. Our client base is composed of 145 High Net Worth and Institutional Clients in a separate account structure. Over time, we generate top-quartile investment returns. Winslow Asset Management claims compliance with the Global Investment Performance Standards (GIPS).

Contact

Winslow Asset Management, Inc.
3333 Richmond Road
Suite 180
Beachwood, OH 44122
(216) 360-4700
info@winslowasset.com