Robert Goldrich

Director/Board Member at SOURCE CAPITAL

63 year

Miscellaneous

Finance

Health Technology

Profile

Robert F.
Goldrich is currently a Director at Source Capital, Inc., a Trustee at FPA New Income, Inc., Investment Managers Series Trust III, Bragg Capital Trust, FPA Crescent Fund, FPA Flexible Fixed Income Fund, and FPA U.S.
Core Equity Fund, Inc. He is also a Senior Vice President-Strategic Initiatives at Cmw Strategies LLC.
In the past, he served as a Director at ULURU, Inc. and as a Director at the New York City Industrial Development Agency.
He was also a Director at Settlement Housing Fund, Inc. and a Principal at Morgan Stanley & Co. LLC.
Additionally, he was the President & Chief Financial Officer at Leon Levy Foundation from 2015 to 2022.

Robert Goldrich active positions

Companies	Position	Start
SOURCE CAPITAL	Director/Board Member	2021-12-31
FPA New Income Inc. FPA New Income Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Director/Board Member	2021-12-31
Investment Managers Series Trust III Investment Managers Series Trust III Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Director/Board Member	2021-12-31
FPA Crescent Fund FPA Crescent Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Director/Board Member	2021-12-31
FPA U.S. Core Equity Fund, Inc. FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance Functions as investment fund	Director/Board Member	2021-12-31
FPA Flexible Fixed Income Fund FPA Flexible Fixed Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Director/Board Member	2021-12-31
Bragg Capital Trust Bragg Capital Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Director/Board Member	2021-12-31
Cmw Strategies LLC Cmw Strategies LLC Miscellaneous Commercial ServicesCommercial Services Operates as a lobbying, government relations and strategy firm	Corporate Officer/Principal	2021-12-31

All active positions of Robert Goldrich

Former positions of Robert Goldrich

Companies	Position	End
Leon Levy Foundation Leon Levy Foundation Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation or endowment	Director of Finance/CFO	2021-12-31
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See the detail of Robert Goldrich's experience

Experiences
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Private companies

See the detail of Robert Goldrich's experience

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Linked companies

Private companies	13
Source Capital Source Capital Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Investment Managers Series Trust III Investment Managers Series Trust III Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
Leon Levy Foundation Leon Levy Foundation Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation or endowment	Miscellaneous
Bragg Capital Trust Bragg Capital Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
FPA Crescent Fund FPA Crescent Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
FPA New Income Inc. FPA New Income Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
FPA Flexible Fixed Income Fund FPA Flexible Fixed Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
ULURU, Inc. ULURU, Inc. Medical SpecialtiesHealth Technology Operates as a medical technology company that develops and commercializes wound care & drug delivery systems	Health Technology
New York City Industrial Development Agency (New York) New York City Industrial Development Agency (New York) Local AgenciesGovernment Issues nonrecourse revenue bonds to provide financing for qualified projects, and to enter into industrial and small industry incentive program transactions and other straight-lease transactions for the benefit of qualified projects.	Government
Settlement Housing Fund, Inc. Settlement Housing Fund, Inc. HomebuildingConsumer Durables Provides community housing development, education, employment and wellness services	Consumer Durables
FPA U.S. Core Equity Fund, Inc. FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance Functions as investment fund	Finance
Cmw Strategies LLC Cmw Strategies LLC Miscellaneous Commercial ServicesCommercial Services Operates as a lobbying, government relations and strategy firm	Commercial Services