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Charlie Gofen
Director/Board Member at Children's Home + Aid
Charlie Gofen active positions
Companies | Position | Start | End |
---|---|---|---|
Children's Home + Aid
![]() Children's Home + Aid Other Consumer ServicesConsumer Services Children's Home + Aid provides children healthcare services. The firm offers adoption, foster care, counseling, treatment programs, child care and education services. The company was founded in 1883 and is headquartered in Chicago, IL. | Director/Board Member | - | - |
Chairman | - | - | |
Corient Private Wealth LLC
![]() Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | Portfolio Manager-Equities | 2022-11-30 | - |
Career history of Charlie Gofen
Former positions of Charlie Gofen
Companies | Position | Start | End |
---|---|---|---|
Gofen & Glossberg LLC
![]() Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Portfolio Manager-Equities | 1991-12-31 | 2022-11-30 |
The Latin School of Chicago | Corporate Officer/Principal | - | - |
Training of Charlie Gofen
Stanford University | Undergraduate Degree |
Harvard Kennedy School of Government | Graduate Degree |
Statistics
International
United States | 7 |
Operational
Portfolio Manager-Equities | 2 |
Director/Board Member | 1 |
Chairman | 1 |
Sectoral
Consumer Services | 5 |
Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Gofen & Glossberg LLC
![]() Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Finance |
Children's Home + Aid
![]() Children's Home + Aid Other Consumer ServicesConsumer Services Children's Home + Aid provides children healthcare services. The firm offers adoption, foster care, counseling, treatment programs, child care and education services. The company was founded in 1883 and is headquartered in Chicago, IL. | Consumer Services |
Corient Private Wealth LLC
![]() Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | Finance |
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