Gerry Goldberg
Founder at Winslow Asset Management, Inc.
Network origin in Gerry Goldberg first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of Pennsylvania
151
| College/University | Other Consumer Services | 151 |
Scudder Stevens & Clark Inc
14
| Extinct | Investment Managers | 14 |
Winslow Asset Management, Inc.
 Winslow Asset Management, Inc. Investment ManagersFinance Winslow Asset Management, Inc. (Winslow) is a registered independent investment advisor and wealth management firm headquartered in Beachwood, Ohio. The firm was founded by Gerald “Gerry” Goldberg in 1992. Winslow provides investment advisory services to institutional and individual clients. Their clients also include Taft-Hartley plans, public funds, corporate profit sharing plans, endowment funds and individuals (both taxable and non-taxable accounts).
13
| Private Company | Investment Managers | 13 |
Cleveland State University
13
| College/University | Other Consumer Services | 13 |
Courier Capital LLC
 Courier Capital LLC Investment ManagersFinance Courier Capital LLC is a SEC-registered investment advisor headquartered in Buffalo, New York. The firm is the successor to Courier Capital Corp., an investment firm originally founded in 1967. They were reorganized as Courier Capital LLC in 2016. The firm is a wholly-owned subsidiary of Financial Institutions, Inc. (NASDAQ: FISI). Courier Capital provides customized investment management services to individuals (including high net-worth individuals and other clients), banking institutions, charitable endowments, and pension plans.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Gerry Goldberg via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| BOSTON PROPERTIES, INC. | Real Estate Investment Trusts | Director/Board Member Corporate Officer/Principal | |
Fiduciary Trust Co.
 Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Investment Managers | Corporate Officer/Principal Head-Fixed Income Invts | |
Manufacturers & Traders Trust Co.
 Manufacturers & Traders Trust Co. Regional BanksFinance Manufacturers & Traders Trust Co. operates as a state chartered commercial bank. The firm provide banking, insurance, investments, mortgage and commercial financial services. It also provides cash management, digital banking, business financing, treasury management and merchant services. The company was founded in 1856 and is headquartered in Buffalo, NY. | Regional Banks | Corporate Officer/Principal | |
| Brown University | College/University | Director/Board Member Corporate Officer/Principal Undergraduate Degree Undergraduate Degree | |
| Michigan State University | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Virginia | College/University | Doctorate Degree Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Corporate Officer/Principal Graduate Degree Masters Business Admin Undergraduate Degree Doctorate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Corporate Officer/Principal Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| George Washington University | College/University | Graduate Degree Graduate Degree | |
HSBC Bank USA, NA
 HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Tower Bridge Advisors, Inc.
 Tower Bridge Advisors, Inc. Investment ManagersFinance Tower Bridge Advisors, Inc. (TBA) is an independent, SEC-registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Maris Ogg and James Meyer in 2001. TBA provides exceptional wealth and asset management services to individuals, families and select institutions. | Investment Managers | Investment Committee Member Analyst-Equity | |
Cozen O'Connor
 Cozen O'Connor Miscellaneous Commercial ServicesCommercial Services Cozen O'Connor provides legal services. It offers services in areas of business law, including mergers and acquisitions, private equity, venture capital, IPOs, corporate governance and compliance, insurance corporate and regulatory matters, securities, tax, real estate, bankruptcy, intellectual property, health law, public finance, employee benefits, trust and estates, and energy, environmental and public utilities. The company was founded by Stephen A. Cozen and Patrick J. O´Connor in 1970 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Founder Director/Board Member | |
Morgan, Lewis & Bockius LLP
 Morgan, Lewis & Bockius LLP Miscellaneous Commercial ServicesCommercial Services Morgan, Lewis & Bockius LLP provides legal consulting services. It specializes in transactional, litigation, labor and employment, regulatory, and intellectual property legal services to various industries. The company was founded in 1873 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
Wolf, Block, Schorr & Solis-Cohen LLP
 Wolf, Block, Schorr & Solis-Cohen LLP Miscellaneous Commercial ServicesCommercial Services Wolf, Block, Schorr & Solis-Cohen LLP provides legal services. The firm provides services to the biotechnology, construction, health care, insurance, real estate, nonprofit, telecommunication industries. Its services include bankruptcy, commercial lending, employee benefits, family law, tax law, financial, and others. The firm operates in Roseland, New Jersey, Harrisburg, Pennsylvania and Washington regions. The company was founded by Horace Stern and Morris Wolf in 1903 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Corporate Officer/Principal Undergraduate Degree | |
| Canisius College | College/University | Masters Business Admin | |
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree | |
| Denison University | College/University | Undergraduate Degree Undergraduate Degree | |
| Dickinson College | College/University | Undergraduate Degree | |
| University of London | College/University | Graduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| The Johns Hopkins University | College/University | Undergraduate Degree Masters Business Admin | |
| Kent State University (Ohio) | College/University | Masters Business Admin Masters Business Admin | |
| Temple University (Pennsylvania) | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| New York University | College/University | Director/Board Member Masters Business Admin Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Rollins College (Florida) | College/University | Corporate Officer/Principal Undergraduate Degree | |
| St. Mary's College (Maryland) | College/University | President | |
| University of Connecticut | College/University | Corporate Officer/Principal Undergraduate Degree | |
| University of Maryland | College/University | Graduate Degree Graduate Degree | |
| University of Michigan | College/University | Graduate Degree Undergraduate Degree | |
EVAPCO, Inc.
 EVAPCO, Inc. Industrial MachineryProducer Manufacturing EVAPCO, Inc. manufactures cooling and industrial refrigeration equipment. Its products include cooling towers, closed-circuit coolers, evaporative condensers, ice coils, pressure vessels, critical process and recirculation packages. The company was founded on June 14, 1976 by William E. Kahlert, Wilson E. Bradley and John A. Luetkemeyer and is headquartered in Taneytown, MD. | Industrial Machinery | Corporate Secretary | |
| London School of Economics & Political Science | College/University | Director/Board Member Graduate Degree | |
Kimmel Center, Inc.
 Kimmel Center, Inc. Media ConglomeratesConsumer Services Kimmel Center for the Performing Arts, Inc. operates as a theatre. The company is headquartered in Philadelphia, PA. | Media Conglomerates | Director/Board Member Director/Board Member | |
| Albert & Mary Lasker Foundation | Director/Board Member Director/Board Member | ||
| Maryland Bar Foundation, Inc. | Corporate Officer/Principal | ||
| The Edna McConnell Clark Foundation | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member | |
Trustees of the University of Pennsylvania
 Trustees of the University of Pennsylvania Investment Trusts/Mutual FundsMiscellaneous Trustees of The University of Pennsylvania engages in the provision of social services. The company was founded in 1740 and is headquartered in Philadelphia, PA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
HighTower Advisors LLC
 HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
Dreamit Ventures LLC
 Dreamit Ventures LLC Investment ManagersFinance Dreamit Ventures LLC (Dreamit Ventures) is a venture capital and accelerator firm founded in 2008 by David Bookspan, Michael Levinson and Steve D. Welch. The firm is headquartered in Philadelphia, PA with an office in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin |
Statistics
International
| United States | 46 |
| United Kingdom | 3 |
| Singapore | 2 |
| Cayman Islands | 2 |
Sectoral
| Consumer Services | 28 |
| Finance | 15 |
| Miscellaneous | 4 |
| Commercial Services | 4 |
| Producer Manufacturing | 2 |
Operational
| Director/Board Member | 316 |
| Corporate Officer/Principal | 208 |
| Undergraduate Degree | 107 |
| Chairman | 84 |
| President | 64 |
Most connected contacts
| Insiders | |
|---|---|
| James Blair | 48 |
| Ed Mathias | 41 |
| Charles Cooney | 37 |
| Seth A. Rudnick | 36 |
| Henry Silverman | 28 |
| Paul K. Kelly | 24 |
| Alan Hassenfeld | 24 |
| J. Stephen Vanderwoude | 22 |
| Carol Einiger | 22 |
| Narendra Dharmsinh Desai | 18 |
| Tad Decker | 18 |
| Stephen Cozen | 17 |
| Dave Pottruck | 16 |
| James Fordyce | 14 |
| Patrick J. Michaels | 14 |
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