Kimberly Roberts
Compliance Officer at Winslow Asset Management, Inc.
Kimberly Roberts active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | 30/04/2019 | - |
| Portfolio Manager-Equities | 30/04/2019 | - |
Career history of Kimberly Roberts
Former positions of Kimberly Roberts
| Companies | Position | Start | 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 |
Statistics
International
| United States | 6 |
Operational
| Compliance Officer | 1 |
| Portfolio Manager-Equities | 1 |
| Masters Business Admin | 1 |
Sectoral
| Consumer Services | 4 |
| Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
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 |
- Stock Market
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