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Barbara M
Series 63
Beachwood, OH
Winslow Asset Management Inc
Barbara Myers is a financial advisor at Winslow Asset Management Inc with 26 years of industry experience. She has been with Winslow since 1999 and holds a Series 63 designation. Winslow Asset Management provides discretionary, separately managed long-only equity and fixed-income portfolio management to institutional investors and high-net-worth individuals. The firm employs a combination of qualitative, quantitative, and technical analysis across various market capitalizations and fixed-income sectors, managing approximately $582 million in discretionary assets.
Phoebe K
Series 63
Beachwood, OH
Winslow Asset Management Inc
Phoebe Kaylor is a financial advisor at Winslow Asset Management Inc with 21 years of industry experience. She has been with Winslow Asset Management since 2008. Kaylor holds the Series 63 designation. Winslow Asset Management provides discretionary, separately managed long-only equity and fixed-income portfolio management to institutional investors and high-net-worth individuals. The firm employs a combination of qualitative, quantitative, and technical analysis across various market capitalizations and fixed-income sectors, managing approximately $581.7 million in discretionary assets.
Gerald G
Beachwood, OH
Winslow Asset Management Inc
Gerald Goldberg is a financial advisor with Winslow Asset Management Inc in Beachwood, OH, holding 31 years of industry experience. He has been with Winslow since 1992. Winslow Asset Management provides discretionary, separately managed long-only equity and fixed-income portfolio management to institutional investors and high-net-worth individuals. The firm employs a combination of qualitative, quantitative, and technical analysis across various market capitalizations and bond types, managing approximately $581.7 million in discretionary assets with a compact advisory team.
Susan A
Series 65
Beachwood, OH
Winslow Asset Management Inc
Susan Akers is a financial advisor at Winslow Asset Management Inc with 23 years of industry experience. She holds a Series 65 designation and has been with Winslow Asset Management since 2000. The firm provides discretionary, separately managed long-only equity and fixed-income portfolio management to institutional investors and high-net-worth individuals. Winslow Asset Management employs a combination of qualitative, quantitative, and technical analysis across various asset classes and manages approximately $581.7 million in discretionary assets.
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