Kimberly Roberts
Compliance Officer at Winslow Asset Management, Inc.
Network origin in Kimberly Roberts first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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).
5
| Private Company | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kimberly Roberts via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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. | Investment Managers | Corporate Officer/Principal | |
Longbow Research LLC
 Longbow Research LLC Investment ManagersFinance Longbow Research LLC is an independent investment research firm headquartered in Independence, Ohio. The firm was founded by David S. MacGregor in 2003 to provide the institutional equity research market with a high quality, independent product, free from the many conflicts of interest that plague bulge-bracket research. Longbow Research provides insights and research coverage on publicly-traded mid-cap companies in the industrial/basic materials, consumer and technology sectors. | Investment Managers | Analyst-Equity | |
| University of Pennsylvania | College/University | Undergraduate Degree | |
| Cleveland State University | College/University | Graduate Degree | |
| The Johns Hopkins University | College/University | Masters Business Admin | |
| Kent State University (Ohio) | College/University | Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree | |
| Roosevelt University | College/University | Graduate Degree | |
| University of Connecticut | College/University | Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree | |
| L3 TECHNOLOGIES INC | Aerospace & Defense | Corporate Officer/Principal | |
Sequoia Financial Group LLC
 Sequoia Financial Group LLC Investment ManagersFinance Sequoia Financial Group LLC provides financial planning and wealth management services. It offers asset management, estate and retirement planning, fiduciary consulting, insurance, institutional, family wealth and corporate services. The company was founded by Thomas Arthur Haught in 1991 and is headquartered in Akron, OH. | Investment Managers | Corporate Officer/Principal | |
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 | Portfolio Manager-Equities | |
| Columbia Business School | College/University | Masters Business Admin |
Statistics
International
| United States | 17 |
Sectoral
| Consumer Services | 10 |
| Finance | 7 |
| Electronic Technology | 2 |
Operational
| Portfolio Manager-Equities | 6 |
| Undergraduate Degree | 5 |
| Corporate Officer/Principal | 4 |
| Analyst-Equity | 4 |
| Masters Business Admin | 3 |
Most connected contacts
| Insiders | |
|---|---|
| Christopher Muirhead | 7 |
| Gerry Goldberg | 5 |
| Timothy Goldberg | 3 |
| Aaron Conway | 3 |
| Angela Saez | 3 |
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