Carl L. Goldsmith

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Profile

Mr. Carl L.
Goldsmith is President at Delta Asset Management.
Prior to founding Delta Asset Management in 1991, Mr. Goldsmith was employed as a Portfolio Manager by BMO Asset Management Corp.
and by M&I Investment Management Corp., Senior Portfolio Manager by Security Pacific Corp.
Mr. Goldsmith received his BA in Economics from the University of California-Berkeley and his MBA from the University of California-Graduate School of Management.

Former positions of Carl L. Goldsmith

Companies	Position	End
M&I Investment Management Corp. M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates.	Portfolio Manager-Equities	2012-05-30
Security Pacific Corp. Security Pacific Corp. Financial ConglomeratesFinance Bank holding company	Corporate Officer/Principal	1990-12-30
Harris Investment Management, Inc. Harris Investment Management, Inc. Investment ManagersFinance Provides investment advice	Portfolio Manager-Equities	-
Delta Asset Management (California) Delta Asset Management (California) Investment ManagersFinance Provides investment advice	President	-

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Private companies	5
M&I Investment Management Corp. M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates.	Finance
Harris Investment Management, Inc. Harris Investment Management, Inc. Investment ManagersFinance Provides investment advice	Finance
Delta Asset Management (California) Delta Asset Management (California) Investment ManagersFinance Provides investment advice	Finance
Security Pacific Corp. Security Pacific Corp. Financial ConglomeratesFinance Bank holding company	Finance
University of California, Berkeley University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services