![Robert Goldrich](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>)
Robert Goldrich
Direktor/Vorstandsmitglied bei
SOURCE CAPITAL
Profil
Robert F.
Goldrich is currently a Director at Source Capital, Inc., a Trustee at FPA New Income, Inc., Investment Managers Series Trust III, Bragg Capital Trust, FPA Crescent Fund, FPA Flexible Fixed Income Fund, and FPA U.S.
Core Equity Fund, Inc. He is also a Senior Vice President-Strategic Initiatives at Cmw Strategies LLC.
In the past, he served as a Director at ULURU, Inc. and as a Director at the New York City Industrial Development Agency.
He was also a Director at Settlement Housing Fund, Inc. and a Principal at Morgan Stanley & Co. LLC.
Additionally, he was the President & Chief Financial Officer at Leon Levy Foundation from 2015 to 2022.
Aktive Positionen von Robert Goldrich
| Unternehmen | Position | Beginn |
|---|---|---|
| SOURCE CAPITAL | Direktor/Vorstandsmitglied | 01.01.2022 |
FPA New Income Inc.
 FPA New Income Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Direktor/Vorstandsmitglied | 01.01.2022 |
Investment Managers Series Trust III
 Investment Managers Series Trust III Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Direktor/Vorstandsmitglied | 01.01.2022 |
FPA Crescent Fund
 FPA Crescent Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Direktor/Vorstandsmitglied | 01.01.2022 |
FPA U.S. Core Equity Fund, Inc.
 FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance Functions as investment fund | Direktor/Vorstandsmitglied | 01.01.2022 |
FPA Flexible Fixed Income Fund
 FPA Flexible Fixed Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Direktor/Vorstandsmitglied | 01.01.2022 |
Bragg Capital Trust
 Bragg Capital Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Direktor/Vorstandsmitglied | 01.01.2022 |
Cmw Strategies LLC
 Cmw Strategies LLC Miscellaneous Commercial ServicesCommercial Services Operates as a lobbying, government relations and strategy firm | Corporate Officer/Principal | 01.01.2022 |
Ehemalige bekannte Positionen von Robert Goldrich
| Unternehmen | Position | Ende |
|---|---|---|
Leon Levy Foundation
 Leon Levy Foundation Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation or endowment | Finanzdirektor/CFO | 01.01.2022 |
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| ░░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░ | ░░░░░░░░░░░░░░░░░░░░░░░░░░ | - |
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| ░░░░░░ ░░░░░░░ ░░░░░ ░░░ ░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
19
Beziehungen ersten Grades
13
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 13 |
|---|---|
Source Capital
 Source Capital Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Investment Managers Series Trust III
Investment Managers Series Trust III Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Leon Levy Foundation
Leon Levy Foundation Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation or endowment | Miscellaneous |
Bragg Capital Trust
Bragg Capital Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
FPA Crescent Fund
FPA Crescent Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
FPA New Income Inc.
FPA New Income Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
FPA Flexible Fixed Income Fund
FPA Flexible Fixed Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
ULURU, Inc.
 ULURU, Inc. Medical SpecialtiesHealth Technology Operates as a medical technology company that develops and commercializes wound care & drug delivery systems | Health Technology |
New York City Industrial Development Agency (New York)
 New York City Industrial Development Agency (New York) Local AgenciesGovernment Issues nonrecourse revenue bonds to provide financing for qualified projects, and to enter into industrial and small industry incentive program transactions and other straight-lease transactions for the benefit of qualified projects. | Government |
Settlement Housing Fund, Inc.
 Settlement Housing Fund, Inc. HomebuildingConsumer Durables Provides community housing development, education, employment and wellness services | Consumer Durables |
FPA U.S. Core Equity Fund, Inc.
FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance Functions as investment fund | Finance |
Cmw Strategies LLC
Cmw Strategies LLC Miscellaneous Commercial ServicesCommercial Services Operates as a lobbying, government relations and strategy firm | Commercial Services |
