Andy Goodwin
Founder at Optimum Investment Advisors LLC
Profile
Mr. Andrew J.
Goodwin is a Vice Chairman & Portfolio Manager at Optimum Investment Advisors LLC.
He is on the Board of Directors at Zazove Convertible Securities Fund, Inc. He founded Optimum Investment Advisors with Steel Bokhof in 1989.
He is also a member of the Investment Committee.
He has been actively involved in Chicago's investment and business community for over 40 years.
He is a Director of bible publisher Biblica, Inc and serves as Chairman of the Biblica Ministries Foundation.
Mr. Goodwin began his career at Smith Barney, and prior to co-founding the predecessor firm to Optimum Investment Advisors in 1989, spent ten years in Institutional Equity Sales with The First Boston Corporation.
He received his BA from Princeton University in 1966 and received his MBA from Northwestern University’s Kellogg School of Management, 1968.
Andy Goodwin active positions
| Companies | Position | Start |
|---|---|---|
Optimum Investment Advisors LLC
 Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Founder | 1988-12-31 |
Zazove Convertible Securities Fund, Inc.
 Zazove Convertible Securities Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Zazove Convertible Securities Fund, Inc. is a closed-end investment company. Its objective is to realize long-term growth, current income and the preservation of capital primarily through investing in a portfolio of convertible securities. The company is headquartered in Incline Village, NY. | Director/Board Member | - |
Former positions of Andy Goodwin
| Companies | Position | End |
|---|---|---|
| First Boston Corp. | Corporate Officer/Principal | 1988-12-30 |
| Smith Barney Asset Management | Corporate Officer/Principal | - |
Training of Andy Goodwin
| Northwestern University | Masters Business Admin |
| Princeton University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
| First Boston Corp. | Finance |
Zazove Convertible Securities Fund, Inc.
Zazove Convertible Securities Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Zazove Convertible Securities Fund, Inc. is a closed-end investment company. Its objective is to realize long-term growth, current income and the preservation of capital primarily through investing in a portfolio of convertible securities. The company is headquartered in Incline Village, NY. | Miscellaneous |
| Smith Barney Asset Management | Finance |
Optimum Investment Advisors LLC
Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Finance |
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