Charlie Gofen
Director/Board Member at Children's Home + Aid
Profile
Mr. Charles S.
Gofen, CFA, is a Partner & Wealth Advisor at Corient Private Wealth LLC.
He is on the Board of Directors at Children's Home + Aid.
Mr. Gofen was previously employed as a Partner & Wealth Advisor by Gofen & Glossberg LLC and a Chairman by The Latin School of Chicago.
Mr. Gofen received a B.A.
from Stanford University and a Master of Public Policy from the Kennedy School of Government at Harvard University.
He holds the Chartered Financial Analyst and Chartered Investment Counselor designations.
Charlie Gofen active positions
| Companies | Position | Start |
|---|---|---|
Children's Home + Aid
 Children's Home + Aid Other Consumer ServicesConsumer Services Children's Home + Aid provides children healthcare services. The firm offers adoption, foster care, counseling, treatment programs, child care and education services. The company was founded in 1883 and is headquartered in Chicago, IL. | Director/Board Member | - |
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Portfolio Manager-Equities | 2022-11-30 |
Former positions of Charlie Gofen
| Companies | Position | End |
|---|---|---|
Gofen & Glossberg LLC
 Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Portfolio Manager-Equities | 2022-11-30 |
| The Latin School of Chicago | Corporate Officer/Principal | - |
Training of Charlie Gofen
| Stanford University | Undergraduate Degree |
| Harvard Kennedy School of Government | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Finance |
Children's Home + Aid
Children's Home + Aid Other Consumer ServicesConsumer Services Children's Home + Aid provides children healthcare services. The firm offers adoption, foster care, counseling, treatment programs, child care and education services. The company was founded in 1883 and is headquartered in Chicago, IL. | Consumer Services |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Finance |
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