goelzer investment management
Address: 111 Monument Cir # 500, Indianapolis, IN 46204 Phone: (317) 264-2600: : : Place name: Hours: : : Website: : Category: Website: http://www.goelzerinc.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Goelzer Investment Posting publicly on the Web Write a review Reviews Be the first to review
goelzer investment management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at goelzer investment management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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goelzer investment management Employees
Goelzer Investment Management 1990 - Present
InterFirst Bank Dallas June 1985 - January 1987
Skills
Investments, Financial Modeling, Leadership, Alternative Investments, Valuation, Financial Analysis, Private Equity, Portfolio Management, Asset Management, Equities, Asset Allocation, Strategic Financial..., Investment Strategies
Education
Indiana University - Kelley School of Business 1982 — 1985
BS, Finance
Brebeuf Jesuit 1979 — 1981
Peloton Wealth Strategists January 2010 - Present
Winthrop Capital Management November 2007 - December 2009
Ronald Blue & Co. July 2005 - November 2007
Goelzer Investment Management May 2002 - June 2005
Roberts, Glore & Co. August 1998 - January 2002
Skills
Wealth Management, Risk Management, Client Education, Economics, Portfolio Management, Valuation, Equity Research, Financial Modeling, Industry Analysis, Competitive Analysis, Fixed Income
Education
Loyola University Chicago 2001 — 2002
MBA, Finance & Derivative Markets
Taylor University 1989 — 1992
BA, Business Administration
Purdue University 1988 — 1989
adidas group May 2014 - Present
Daley Concepts, Ltd. January 2014 - May 2014
adidas group August 2013 - October 2013
adidas group May 2013 - September 2013
The Juggler Magazine August 2012 - May 2013
Dome Yearbook August 2012 - May 2013
Visual Resource Center August 2011 - May 2013
Association for Craft Producers May 2012 - August 2012
Goelzer Investment Management May 2010 - August 2010
Skills
InDesign, Photoshop, Illustrator, Adobe Creative Suite, Graphic Design, PowerPoint, Microsoft Office, Dreamweaver, Social Media, Web Design, Microsoft Word, Photography, Typography, Research, Mac
Education
University of Notre Dame
Bachelor of Arts
Fundación de Ortega y Gaset
Notre Dame Summer Program, Toledo, Spain
Goelzer Investment Management September 2013 - August 2015
Goelzer Investment Management August 2011 - August 2015
Priority Capital Management June 2010 - May 2011
Indiana University Bloomington June 2008 - May 2011
Skills
Financial Analysis, Bloomberg, Portfolio Management, Statistics, Series 7, Strategic Financial..., Russian, Investments, @Risk, Research, Financial Modeling, Finance, Visual Basic, Portfolio Optimization, Zephyr, Matlab, Java, Python, Financial Planning, Microsoft Office, Financial Risk, Microsoft Excel, Analysis
Education
Indiana University Bloomington 2015 — 2018
Bachelor of Science (B.S.), Physics and Mathematics
Indiana University - Kelley School of Business 2007 — 2011
B.S. in Business, Finance & Intl. Business (majors), Econ (minor)
Somerset CPAs, P.C. October 2011 - Present
BKD, LLP June 2007 - February 2008
Goelzer Investment Management 1998 - 2007
Skills
Mergers & Acquisitions, Valuation, Business Valuation, Financial Modeling, Litigation Support, Financial Analysis, Mergers, Financial Reporting, Due Diligence, Investments, Finance, Management Consulting, Risk Management, Cash Flow, Financial Accounting, Private Equity, Forecasting, People Skills, GAAP
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Finance
University of Notre Dame 1982 — 1986
Bachelor of Arts, Political Science / Business
Chaminade College Prep 1979 — 1982
St. Matthew Day School 1970 — 1978
Goelzer Investment Management 1981 - Present
Education
Indiana University Bloomington
BA
JPMorgan Chase & Co. April 2014 - Present
J.P. Morgan July 2012 - April 2014
Eli Lilly and Company May 2011 - August 2011
First Miami Student Credit Union August 2009 - January 2011
Goelzer Investment Management June 2010 - August 2010
Skills
Leadership, Recruiting, Microsoft Excel, Process Improvement, Analysis, Social Media, Microsoft Word
Education
Miami University 2008 — 2012
Bachelor of Science, Finance
Brebeuf Jesuit Preparatory School 2004 — 2008
Bedel Financial Consulting January 2005 - Present
Goelzer Investment Management March 2004 - January 2005
Local Family Office March 1999 - March 2004
Oxford Financial Group, Ltd. January 1991 - March 1999
Education
Purdue University 1986 — 1990
BS, Personal Financial Planning and Counseling
Goelzer Investment Management May 2007 - Present
JPMorgan 2004 - 2007
Merrill Lynch 1998 - 2002
Skills
Portfolio Management, Management, Investments, Strategic Financial..., Asset Allocation, Series 7, Financial Analysis, Business Development, Asset Management, Wealth Management, Alternative Investments, Investment Strategies, Series 63, Licensed International..., Strategic Sales...
Education
Purdue University 1989 — 1993
Goelzer Investment Management March 2012 - Present
JP Morgan July 2002 - March 2012
JPMorgan Chase March 1992 - July 2002
Skills
Investments, Portfolio Management, Finance, Financial Advisory, Fixed Income, Wealth Management, Financial Modeling, Options, Valuation, Asset Allocation, Equities, Hedge Funds, Series 7, Asset Management, Alternative Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1997
MBA, Finance
Miami University 1987 — 1991
BA, Finance
goelzer investment management Portfolio MgrGoelzer Investment Management2005 - 2015
Education
University of Notre Dame 1976 — 1980
bba, Accounting
Goelzer Investment Management 1989 - 2005
Collett and Company 1975 - 1989
Paine, Webber, Jackson and Curtis 1965 - 1975
Skills
Multi Engine Airplane..., Several Keel Boat...
Education
Butler University - College of Business Administration 1970 — 1973
Master of Business Administration (M.B.A.)
Vanderbilt University 1959 — 1963
Bachelor of Arts (B.A.), Major: Latin American History, Russian History Minor: Business
Vanderbilt University 1959 — 1963
Bachelor's degree, Russian Studies, Latin American History, Business Adm
Culver Military Academy 1957 — 1959
High School
Culver Military Academy 1956 — 1959
High School