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Charles Samuel Gofen

Portfolio Manager at Gofen & Glossberg LLC
Overview
Relationships
In The News
Paths
Family Members
Education
Career History
Boards & Committees
Political Donations
Awards & Honors

Charles Samuel Gofen

Portfolio Manager at Gofen & Glossberg LLC

Overview

Awards
2
Board Seats
4
Number of Relationships
This person is connected to 270 people.

Relationships See Details


Trustee Liaison, Dean of Multicultural Affairs at The Latin School of Chicago

Treasurer & Trustee at Children’s Home + Aid

Managing Director at Savills Studley, Inc.

President at NNP Residential

Chair, Women's Board Steering Committee at The University of Chicago

Former Marketing Director at Kraft Foods

Senior Vice President & Managing Partner at Strategy&

Co-Founder at Clean Energy Trust

Former President & Chief Investment Officer at NorthWest Healthcare Properties

General Counsel at Gofen & Glossberg LLC
See 260 more listings with RelSci Professional.

In The News See More

Slate Magazine
July 5, 2015

Paths to Charles Samuel Gofen

Charles Samuel Gofen
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Connections via Relationship Science
Charles Samuel Gofen
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Family Members

Parent

Investment Advisor at Gofen & Glossberg LLC
Gofen & Glossberg manages customized portfolios of bonds, stocks and other marketable securities. The firm offers investment advice on the following types of investments: (1) exchange-traded equities (2) OTC equities (3) foreign issuers (4) warrants (5) corporate bonds (6) commercial paper (7) CDs (8) municipal bonds (9) mutual funds (10) annuities (11) US Government securities (12) securities options (13) investment partnerships including real estate, retailing, financial services and venture capital and (14) private placements.Gofen & Glossberg prefers to buy and own high quality, growing companies with distinctive franchises. They seek to build equity portfolios of 30-40 stocks that outperform the broader market over a market cycle. They typically have a low turnover of stocks in a portfolio, preferring to minimize transaction costs and make changes only when warranted. The firm manages risk within the individual stock portion of portfolios not just by selecting which stocks to own but also through diversification, which includes avoiding oversized positions in any stock or significant overweighting in a particular sector.Gofen & Glossberg employs a fairly conservative fixed income investment approach using bonds to generate income, provide stability of returns, and preserve capital. They seek to achieve a risk-adjusted return consistent with a client’s long-term objectives. They do not take excessive risk with bonds (bonds with poor ratings or very long maturities) because they don't feel the potential incremental returns are commensurate with the risk. The firm typically employs a buy-and-hold strategy and “ladders” maturities to minimize exposure to reinvestment rate risk. They seek to add value by diversifying the holdings, minimizing event risk, limiting exposure to interest rate risk and reinvestment risk, comparing the relative value of different kinds of bonds and, to a lesser extent, anticipating the direction of interest rates.

Educational Background

Master Degree in Public Policy 
Class of 1991 
The Women and Public Policy Program of Harvard Kennedy School closes gender gaps in economic opportunity, political participation, health and education by creating knowledge, training leaders and informing public policy and organizational practices. Our research provides evidence-based insights on the role of gender in shaping economic, political and social opportunities available to individuals. We identify successful interventions and measure their impact on women, men, and society, then share recommendations on what policies, organizational practices and leadership techniques help close involuntary gaps.
BA in Political Science 
Class of 1987 
Stanford University, located between San Francisco and San Jose in the heart of California's Silicon Valley, is one of the world's leading teaching and research universities. Since its opening in 1891, Stanford has been dedicated to finding solutions to big challenges and to preparing students for leadership in a complex world.
Attendee 
Class of 1983 
Latin School was formed in 1888 when a group of parents in Chicago enlisted Mabel Slade Vickery, a teacher from the East Coast to take charge of a new, parent-owned school. The first class consisted of 10 boys approximately 10 years old. The school was designed to provide students with a rigorous college-preparatory education in the classical tradition, with a curriculum that was heavily influenced by Classical studies and the study of the Greek and Latin languages, hence the name “Latin School."

Career History

Portfolio Manager
1997 - Current
Gofen & Glossberg manages customized portfolios of bonds, stocks and other marketable securities. The firm offers investment advice on the following types of investments: (1) exchange-traded equities (2) OTC equities (3) foreign issuers (4) warrants (5) corporate bonds (6) commercial paper (7) CDs (8) municipal bonds (9) mutual funds (10) annuities (11) US Government securities (12) securities options (13) investment partnerships including real estate, retailing, financial services and venture capital and (14) private placements.Gofen & Glossberg prefers to buy and own high quality, growing companies with distinctive franchises. They seek to build equity portfolios of 30-40 stocks that outperform the broader market over a market cycle. They typically have a low turnover of stocks in a portfolio, preferring to minimize transaction costs and make changes only when warranted. The firm manages risk within the individual stock portion of portfolios not just by selecting which stocks to own but also through diversification, which includes avoiding oversized positions in any stock or significant overweighting in a particular sector.Gofen & Glossberg employs a fairly conservative fixed income investment approach using bonds to generate income, provide stability of returns, and preserve capital. They seek to achieve a risk-adjusted return consistent with a client’s long-term objectives. They do not take excessive risk with bonds (bonds with poor ratings or very long maturities) because they don't feel the potential incremental returns are commensurate with the risk. The firm typically employs a buy-and-hold strategy and “ladders” maturities to minimize exposure to reinvestment rate risk. They seek to add value by diversifying the holdings, minimizing event risk, limiting exposure to interest rate risk and reinvestment risk, comparing the relative value of different kinds of bonds and, to a lesser extent, anticipating the direction of interest rates.

Boards & Committees

Corporate Boards ▾
Member, Executive Committee
Current
Gofen & Glossberg manages customized portfolios of bonds, stocks and other marketable securities. The firm offers investment advice on the following types of investments: (1) exchange-traded equities (2) OTC equities (3) foreign issuers (4) warrants (5) corporate bonds (6) commercial paper (7) CDs (8) municipal bonds (9) mutual funds (10) annuities (11) US Government securities (12) securities options (13) investment partnerships including real estate, retailing, financial services and venture capital and (14) private placements.Gofen & Glossberg prefers to buy and own high quality, growing companies with distinctive franchises. They seek to build equity portfolios of 30-40 stocks that outperform the broader market over a market cycle. They typically have a low turnover of stocks in a portfolio, preferring to minimize transaction costs and make changes only when warranted. The firm manages risk within the individual stock portion of portfolios not just by selecting which stocks to own but also through diversification, which includes avoiding oversized positions in any stock or significant overweighting in a particular sector.Gofen & Glossberg employs a fairly conservative fixed income investment approach using bonds to generate income, provide stability of returns, and preserve capital. They seek to achieve a risk-adjusted return consistent with a client’s long-term objectives. They do not take excessive risk with bonds (bonds with poor ratings or very long maturities) because they don't feel the potential incremental returns are commensurate with the risk. The firm typically employs a buy-and-hold strategy and “ladders” maturities to minimize exposure to reinvestment rate risk. They seek to add value by diversifying the holdings, minimizing event risk, limiting exposure to interest rate risk and reinvestment risk, comparing the relative value of different kinds of bonds and, to a lesser extent, anticipating the direction of interest rates.
Non-Profit Boards ▾
Senior Member, Board of Trustees
Current
Latin School was formed in 1888 when a group of parents in Chicago enlisted Mabel Slade Vickery, a teacher from the East Coast to take charge of a new, parent-owned school. The first class consisted of 10 boys approximately 10 years old. The school was designed to provide students with a rigorous college-preparatory education in the classical tradition, with a curriculum that was heavily influenced by Classical studies and the study of the Greek and Latin languages, hence the name “Latin School."
Vice Chairman
Current
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.
Member, Board of Directors
Current
HIGH JUMP IS A TUITION FREE, TWO YEAR ENRICHMENT PROGRAM FOR TALENTED AND MOTIVATED PUBLIC AND PAROCHIAL MIDDLE SCHOOL STUDENTS WITH LIMITED FAMILY INCOME. THE STUDENTS ATTEND CLASSES TWO SATURDAYS A MONTH DURING THE SCHOOL YEAR AND WEEK DAY CLASSES DURING THE SUMMER.

Political Donations

$1,000
2009
Former Representative from the 11th District at Illinois House of Representatives
$500
2008
Former President of United States
$500
2007
Former President of United States
$1,000
2006
Attorney General at Illinois Office of the Attorney General
$1,000
2004
Attorney General at Illinois Office of the Attorney General
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Awards & Honors

Professional Certification
CFA (Chartered Financial Analyst)
Sponsored by
Professional Certification
Certified Investment Counselor

Other Affiliations

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