![Ron P. Goldstein](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>)
Profil
Mr. Ron P.
Goldstein is Chief Financial Officer & Portfolio Manager at Hutchinson Capital Management.
Prior to joining Hutchinson Capital Management in early 1999, Mr. Goldstein worked for over twenty-five years in financial management positions in private industry and then for six years managing his own Investment Counseling firm.
His responsibilities include portfolio management, serving on the Investment Committee, fixed income purchases, and new client development.
He is active in the community and is now serving as the investment adviser to the Scholarship Foundation for Drake High School in San Anselmo and to the League of Women Voters of Marin County.
Mr. Goldstein received a B.S.
degree in Accounting from Pennsylvania State University and a Certificate in Personal Financial Planning from the University of California at Berkeley.
Anciens postes connus de Ron P. Goldstein
| Sociétés | Poste | Fin |
|---|---|---|
Hutchinson Capital Management
 Hutchinson Capital Management Investment ManagersFinance HCM’s investment philosophy emphasizes capital preservation while providing competitive risk-adjusted returns. Their investment approach is characterized as a value style in that they source investment candidates among companies with stocks trading at a discount to intrinsic value. The firm typically invests in individual equity, fixed-income and cash equivalent marketable securities for separately managed accounts. Additionally, for certain accounts and at its discretion the firm also invests in exchange traded funds and mutual funds. Their decision to sell a portfolio holding generally occurs for several reasons; if the stock reaches their intrinsic value, they may sell all or a portion of it; if the position grows to become larger than 10% of their equity portfolio, they typically will reduce it. If conditions change, and the firm’s investment thesis proves invalid or impractical, they may sell it. | Directeur Financier/CFO | 02/04/2013 |
Formation de Ron P. Goldstein
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
10
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Hutchinson Capital Management
Hutchinson Capital Management Investment ManagersFinance HCM’s investment philosophy emphasizes capital preservation while providing competitive risk-adjusted returns. Their investment approach is characterized as a value style in that they source investment candidates among companies with stocks trading at a discount to intrinsic value. The firm typically invests in individual equity, fixed-income and cash equivalent marketable securities for separately managed accounts. Additionally, for certain accounts and at its discretion the firm also invests in exchange traded funds and mutual funds. Their decision to sell a portfolio holding generally occurs for several reasons; if the stock reaches their intrinsic value, they may sell all or a portion of it; if the position grows to become larger than 10% of their equity portfolio, they typically will reduce it. If conditions change, and the firm’s investment thesis proves invalid or impractical, they may sell it. | Finance |
The Pennsylvania State University
 The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Choisissez Zonebourse 
