Mark Goodman
Portefeuillebeheerder-Aandelen bij Corient Private Wealth LLC
Profiel
Mr. Mark R.
Goodman, CFA MBA, is a Wealth Advisor at Corient Private Wealth LLC.
Previously, Mr. Goodman was a Principal of legacy firm Gofen & Glossberg, which he joined in 1971.
He received a BS from the University of Illinois at Chicago and an MBA from DePaul University.
He holds the Chartered Financial Analyst® and Chartered Investment Counselor designations.
Actieve functies van Mark Goodman
| Bedrijven | Functie | Begin |
|---|---|---|
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Portefeuillebeheerder-Aandelen | 01-12-2022 |
Eerdere bekende functies van Mark Goodman
| Bedrijven | Functie | Einde |
|---|---|---|
Gofen & Glossberg LLC
 Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Portefeuillebeheerder-Aandelen | 01-12-2022 |
Opleiding van Mark Goodman
| University of Illinois | Undergraduate Degree |
| DePaul University | Masters Business Admin |
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Finance |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Finance |
