1
Total investments
0
Early stage
0
Mid stage
0
Late stage
8y
Years active
Experience · 5 entries
All (5)
Investments (1)
2025
Senior Equity Analyst / Portfolio Manager
Mar 2025
Winslow Asset Management is an independent, 100% employee-owned investment firm based in Cleveland, Ohio. Our firm manages approximately $600M in assets via All-Cap Core, Small-Cap Core and Balanced strategies. Our client base is composed of High Net Worth and Institutional Clients in a separate account structure. Over time, we generate top-quartile investment returns. Winslow Asset Management claims compliance with the Global Investment Performance Standards (GIPS). We are a traditional long-only active money manager.
2018
2009
Managing Director, Research Analyst
2009
Northcoast is currently looking to expand our sales team. Senior and Associate level positions available.
Northcoast Research is an independent institutional equity research firm located in Cleveland, OH. Founded in 2009, our professional staff includes Senior Research Analysts and Associate Research Analysts, who publish, and distribute, industry and individual public company research to institutional investors nationally. Coverage is focused on a growing list of companies within four industry verticals: Business Services, Consumer, Basic Materials & Industrials as well as Healthcare. The Research team additionally sponsors various types of corporate access events, including corporate management non-deal roadshows, industry field trips, industry expert conference calls, etc.
Northcoast Market Research [NMR] is the Firm’s differentiated process of comprehensive channel check work, including ongoing studies, and discussions with, suppliers, customers, competitors, channel partners, private companies, and industry consultants. Our NMR process is designed to discern industry and company-specific inflection points, and is the fundamental process that underpins our #1 National ranking in Investars’ widely respected analysis of 149 research providers, based on the performance of our Buy and Sell recommendations over the five-year period ending December 31, 2016.
Northcoast Research’s veteran sales and trading team adds value by combining extensive knowledge of the companies and Industries covered with a keen sense for clients specific investment styles and objectives and provides our clients superior trade execution, employing Exchange floor brokers, ECN’s, algorithms, and FIX protocols.
2002
Investment Consultant
Jan 2002
We know that successful, long-term business relationships depend upon delivering results for our clients. With more than 800 professionals across a national platform, KeyBanc Capital Markets has more than $50 billion of capital committed to clients and an award-winning Equity Research team that provides coverage on over 600 publicly-traded companies. Our clients benefit from our deep expertise across seven focused industry sectors, including Consumer & Retail, Healthcare, Industrial, Public Sector, Real Estate, and Technology. KeyBanc Capital Markets is a trade name under which corporate and investment banking products and services of KeyCorp and its subsidiaries, KeyBanc Capital Markets Inc., Member FINRA/SIPC, and KeyBank National Association (“KeyBank N.A.”), are marketed.
