![Charlie Gofen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Charlie Gofen
Directeur/Membre du Conseil chez
Children's Home + Aid
Profil
Mr. Charles S.
Gofen, CFA, is a Partner at Corient Private Wealth LLC.
He is on the Board of Directors at Children's Home + Aid.
Previously, he was a Principal of legacy firm Gofen & Glossberg, which he joined in 1992.
He holds the Chartered Financial Analyst and Chartered Investment Counselor designations and serves on the firm’s Executive Committee.
He received a BA from Stanford University and a Master of Public Policy from the Kennedy School of Government at Harvard University.
Postes actifs de Charlie Gofen
| Sociétés | Poste | Début |
|---|---|---|
Children's Home + Aid
 Children's Home + Aid Other Consumer ServicesConsumer Services Provides childrens healthcare services | Directeur/Membre du Conseil | - |
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Corient provides customized investment strategies designed to meet their clients’ individual needs. The firm recommends investment strategies and vehicles not managed by them or their affiliates, including mutual funds, ETFs, and ETNs (in addition to those managed by them or their affiliates). | Gestionnaire de Portefeuille-Actions | 01/12/2022 |
Anciens postes connus de Charlie Gofen
| Sociétés | Poste | Fin |
|---|---|---|
Gofen & Glossberg LLC
 Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg manages customized portfolios of bonds, stocks and other marketable securities and generally employs long-term strategies, where appropriate they also employ short-term trading, short sales, margin transactions, and options strategies. The firm prefers to buy and own high quality, growing companies with distinctive franchises. They aim to build and manage equity portfolios of 30-40 stocks that outperform the broader market over a market cycle. Gofen & Glossberg typically have a low turnover of stocks in a portfolio, preferring to minimize transaction costs and make changes only when warranted. Their research analysts combine fundamental qualitative analysis with a quantitative overlay. The firm uses bonds to generate income, provide stability of returns, and preserve capital. Their approach to fixed income investing is conservative and aims to achieve a risk-adjusted return consistent with a client’s long-term objectives. | Gestionnaire de Portefeuille-Actions | 01/12/2022 |
The Latin School of Chicago
 The Latin School of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
Formation de Charlie Gofen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg manages customized portfolios of bonds, stocks and other marketable securities and generally employs long-term strategies, where appropriate they also employ short-term trading, short sales, margin transactions, and options strategies. The firm prefers to buy and own high quality, growing companies with distinctive franchises. They aim to build and manage equity portfolios of 30-40 stocks that outperform the broader market over a market cycle. Gofen & Glossberg typically have a low turnover of stocks in a portfolio, preferring to minimize transaction costs and make changes only when warranted. Their research analysts combine fundamental qualitative analysis with a quantitative overlay. The firm uses bonds to generate income, provide stability of returns, and preserve capital. Their approach to fixed income investing is conservative and aims to achieve a risk-adjusted return consistent with a client’s long-term objectives. | Finance |
Stanford University
 Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Latin School of Chicago
The Latin School of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Children's Home + Aid
Children's Home + Aid Other Consumer ServicesConsumer Services Provides childrens healthcare services | Consumer Services |
Harvard Kennedy School of Government
 Harvard Kennedy School of Government Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient provides customized investment strategies designed to meet their clients’ individual needs. The firm recommends investment strategies and vehicles not managed by them or their affiliates, including mutual funds, ETFs, and ETNs (in addition to those managed by them or their affiliates). | Finance |
