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Joe Glossberg
Gestionnaire de Portefeuille-Actions chez
Corient Private Wealth LLC
Profil
Mr. Joseph B. Glossberg, CFA MBA, is a Partner at Corient Private Wealth LP.
He serves on the Board of Trustees of Knox College as Chief Investment Officer of the endowment and is a Life Trustee of the Chicago Symphony Orchestra.
Mr. Glossberg was previously employed as a Partner & Wealth Advisor by Gofen & Glossberg LLC, which he joined in 1965.
A Member by Investment Adviser Association, and a Trustee by University of Pennsylvania.
He received his Bachelor of Science in Economics and his MBA from the Wharton School of the University of Pennsylvania
Postes actifs de Joe Glossberg
| Sociétés | Poste | Début |
|---|---|---|
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 Joe Glossberg
| 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 |
Investment Adviser Association
 Investment Adviser Association Miscellaneous Commercial ServicesCommercial Services Operates not-for-profit association that exclusively represents the interests of federally registered investment advisory firms | Corporate Officer/Principal | - |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
Formation de Joe Glossberg
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
58
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
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 |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Investment Adviser Association
Investment Adviser Association Miscellaneous Commercial ServicesCommercial Services Operates not-for-profit association that exclusively represents the interests of federally registered investment advisory firms | Commercial Services |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania 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 |
