Peter Kupferberg

Gestionnaire de Portefeuille-Actions chez

Corient Private Wealth LLC

Finance

Consumer Services

Profil

Mr. Peter B. Kupferberg is a Partner & Wealth Advisor at Corient Private Wealth LLC.
Previously, he was a principal of legacy firm Gofen & Glossberg, joining in 1992.
He received a BA from Grinnell College and an MBA from The University of Chicago.

Postes actifs de Peter Kupferberg

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

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Anciens postes connus de Peter Kupferberg

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

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Entreprise privées	4
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
Grinnell College Grinnell College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Chicago The University of Chicago 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