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William Allen Goldstein
Corporate Officer/Principal chez
CIBC Bank USA
Profil
Mr. William A. Goldstein is a Vice Chairman at Chesley, Taft & Associates LLC and a Managing Director at CIBC Bank USA. He has over 40 years of investment experience.
Prior to joining the Chesley, Taft & Associates, Mr. Goldstein was Chairman of Lodestar Investment Counsel, LLC, which he founded in 1989.
Before founding Lodestar, he was a member of the Management Committee of Prescott, Ball & Turben, Inc. and the Chairman of Prescott Asset Management, a wholly owned investment adviser subsidiary.
Previous to this, Mr. Goldstein was a Founding Principal & Executive Vice President of Burton J.
Vincent, Chesley & Company.
He began his investment management career at Hornblower & Weeks-Hemphill, Noyes.
He received his undergraduate degree from Purdue University.
Postes actifs de William Allen Goldstein
| Sociétés | Poste | Début |
|---|---|---|
CIBC Bank USA
 CIBC Bank USA Regional BanksFinance Provides commercial, trust, and other banking services | Corporate Officer/Principal | 01/01/2003 |
Chesley, Taft & Associates LLC
 Chesley, Taft & Associates LLC Investment ManagersFinance CTA is a long-term investor that focuses on companies with consistent earnings, which have proven to be the best fit for the long-term goals of their clients. The firm incorporates risk and return characteristics for US and international equity, US and international fixed income, money market, and a variety of alternative investments to develop risk and return assumptions. They use the combination of client driven objectives and constraints with those risk and return assumptions to develop a portfolio strategy and an asset allocation for each client. | Gestionnaire de Portefeuille-Actions | 01/05/2012 |
Anciens postes connus de William Allen Goldstein
| Sociétés | Poste | Fin |
|---|---|---|
Lodestar Investment Counsel LLC
 Lodestar Investment Counsel LLC Investment ManagersFinance Lodestar Investment Counsel's investment strategies are designed to provide a risk-averse approach to long-term capital management that is tailored to meet each client's unique financial circumstances. The firm focuses on high quality financial assets, primarily stocks, bonds, and money market securities. Stock investments are made primarily in large-cap companies that are leaders in their industries. Lodestar focuses on stocks they believe are undervalued based on a variety of measures such as financial strength, earnings, dividends, etc. Based on the client's objectives, portfolios may be comprised of equity securities, municipal securities, corporate debt, US Government securities, mutual funds/ETFs, CDs, option contracts, publicly traded MLPs, commercial paper, and money markets and other short-term reserves. Lodestar's bond management approach is designed to generate a high quality stream of income for their clients, and for balanced accounts, to moderate the portfolio risk associated with stock holdings. | Fondateur | 30/04/2012 |
| PRIVATEBANCORP INC | Directeur/Membre du Conseil | 01/07/2008 |
Prescott, Ball & Turben, Inc.
 Prescott, Ball & Turben, Inc. Financial ConglomeratesFinance Provides investmetn services | Corporate Officer/Principal | 31/12/1988 |
Precision Twist Drill Co.
 Precision Twist Drill Co. Tools & HardwareConsumer Durables Used to manufacture cutting tools | Corporate Officer/Principal | - |
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 | - |
Formation de William Allen Goldstein
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
62
Relations au 1er degré
13
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 13 |
|---|---|
Lodestar Investment Counsel LLC
Lodestar Investment Counsel LLC Investment ManagersFinance Lodestar Investment Counsel's investment strategies are designed to provide a risk-averse approach to long-term capital management that is tailored to meet each client's unique financial circumstances. The firm focuses on high quality financial assets, primarily stocks, bonds, and money market securities. Stock investments are made primarily in large-cap companies that are leaders in their industries. Lodestar focuses on stocks they believe are undervalued based on a variety of measures such as financial strength, earnings, dividends, etc. Based on the client's objectives, portfolios may be comprised of equity securities, municipal securities, corporate debt, US Government securities, mutual funds/ETFs, CDs, option contracts, publicly traded MLPs, commercial paper, and money markets and other short-term reserves. Lodestar's bond management approach is designed to generate a high quality stream of income for their clients, and for balanced accounts, to moderate the portfolio risk associated with stock holdings. | Finance |
PrivateBancorp, Inc.
 PrivateBancorp, Inc. Regional BanksFinance Operates as a bank holding company through it subsidiaries provides banking services | Finance |
Chesley, Taft & Associates LLC
Chesley, Taft & Associates LLC Investment ManagersFinance CTA is a long-term investor that focuses on companies with consistent earnings, which have proven to be the best fit for the long-term goals of their clients. The firm incorporates risk and return characteristics for US and international equity, US and international fixed income, money market, and a variety of alternative investments to develop risk and return assumptions. They use the combination of client driven objectives and constraints with those risk and return assumptions to develop a portfolio strategy and an asset allocation for each client. | Finance |
New York Stock Exchange, Inc.
 New York Stock Exchange, Inc. Investment Banks/BrokersFinance Operates securities exchange market | Finance |
Precision Twist Drill Co.
Precision Twist Drill Co. Tools & HardwareConsumer Durables Used to manufacture cutting tools | Consumer Durables |
Purdue University
 Purdue University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hornblower & Weeks, Inc.
 Hornblower & Weeks, Inc. Investment Banks/BrokersFinance Security Brokers Dealers And Flotation Companies | Finance |
Prescott, Ball & Turben, Inc.
Prescott, Ball & Turben, Inc. Financial ConglomeratesFinance Provides investmetn services | Finance |
CIBC Bank USA
CIBC Bank USA Regional BanksFinance Provides commercial, trust, and other banking services | Finance |
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 |
Burton J. Vincent, Chesley & Co. | |
Prescott Asset Management | |
National Association of Securities Dealers, Inc.
 National Association of Securities Dealers, Inc. Investment Banks/BrokersFinance Provides financial regulatory services | Finance |
