goelzer investment management

Description

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

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goelzer investment management Employees

Employee
Years
Job
Industry
Brett McKamey Brett McKamey Indianapolis, Indiana Area Details
Brett McKamey's goelzer investment management Experience 1990 - Present
Job President & COO at Goelzer Investment Management
Industry Investment Management
Experience
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

Stephen Carr, CFA Stephen Carr, CFA Indianapolis, Indiana Area Details
Stephen Carr, CFA's goelzer investment management Experience May 2002 - June 2005
Job Partner & Director of Research at Peloton Wealth Strategists
Industry Investment Management
Experience
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

Elizabeth Maurath Elizabeth Maurath Indianapolis, Indiana Area Details
Elizabeth Maurath's goelzer investment management Experience May 2010 - August 2010
Job Product Developer at adidas Group
Industry Graphic Design
Experience
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

Evgueni Alexeev, CFA Evgueni Alexeev, CFA Bloomington, Indiana Details
Evgueni Alexeev, CFA's goelzer investment management Experience September 2013 - August 2015
Job Student at Indiana University, Physics & Mathematics
Industry Research
Experience
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)

Chris Hirschfeld Chris Hirschfeld Indianapolis, Indiana Area Details
Chris Hirschfeld's goelzer investment management Experience 1998 - 2007
Job Business Consultant / Business Appraiser
Industry Accounting
Experience
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

Greg Goelzer Greg Goelzer Indianapolis, Indiana Area Details
Greg Goelzer's goelzer investment management Experience 1981 - Present
Job Chief Executive Officer
Industry Financial Services
Experience
Goelzer Investment Management   1981 - Present

Education
Indiana University Bloomington
BA

Nick Malatestinic Nick Malatestinic Columbus, Ohio Area Details
Nick Malatestinic's goelzer investment management Experience June 2010 - August 2010
Job Audit Associate at JPMorgan Chase & Co.
Industry Banking
Experience
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

Kathryn Hower Kathryn Hower Indianapolis, Indiana Area Details
Kathryn Hower's goelzer investment management Experience March 2004 - January 2005
Job Wealth Advisor at Bedel Financial Consulting
Industry Financial Services
Experience
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

Don Hutchinson Don Hutchinson Indianapolis, Indiana Area Details
Don Hutchinson's goelzer investment management Experience May 2007 - Present
Job Senior VicePresident at Golezer Investment Management
Industry Investment Management
Experience
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

Brian Pyne, CFA Brian Pyne, CFA Indianapolis, Indiana Area Details
Brian Pyne, CFA's goelzer investment management Experience March 2012 - Present
Job Senior Investment Advisor at Goelzer Investment Management
Industry Financial Services
Experience
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

thomas maurath thomas maurath Indianapolis, Indiana Area Details
thomas maurath's goelzer investment management Experience Portfolio MgrGoelzer Investment Management2005 - 2015
Job sr. portfolio manager at goelzer investment management
Industry Investment Management
Experience
goelzer investment management   Portfolio MgrGoelzer Investment Management2005 - 2015

Education
University of Notre Dame   1976 — 1980
bba, Accounting

Frederick Cuthbert II Frederick Cuthbert II Sea Island, Georgia Details
Frederick Cuthbert II's goelzer investment management Experience 1989 - 2005
Job Retired
Industry Investment Management
Experience
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