Kimberly Roberts
Compliance Officer at Winslow Asset Management, Inc.
Profile
Ms. Kimberly S.
Roberts is a Chief Compliance Officer & Portfolio Manager at Winslow Asset Management, Inc. She has over 14 years of industry experience.
Ms. Roberts was previously employed as a Consulting Research Analyst by Highland Consulting Associates, Inc.
She received her undergraduate degree from Heidelberg University (Ohio), a graduate degree from Case Western Reserve University and an MBA from Kent State University (Ohio).
Kimberly Roberts active positions
| Companies | Position | Start |
|---|---|---|
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). | Compliance Officer | 2019-04-30 |
Former positions of Kimberly Roberts
| Companies | Position | End |
|---|---|---|
Highland Consulting Associates, Inc.
 Highland Consulting Associates, Inc. Investment ManagersFinance Highland Consulting Associates, Inc. provides investment advice. The private company is based in Cleveland, OH and has subsidiaries in the United States. | Corporate Officer/Principal | - |
Training of Kimberly Roberts
| Case Western Reserve University | Graduate Degree |
| Heidelberg University (Ohio) | Undergraduate Degree |
| Kent State University (Ohio) | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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). | Finance |
Highland Consulting Associates, Inc.
Highland Consulting Associates, Inc. Investment ManagersFinance Highland Consulting Associates, Inc. provides investment advice. The private company is based in Cleveland, OH and has subsidiaries in the United States. | Finance |
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