Charles Samuel Gofen

Portfolio Manager at Gofen & Glossberg LLC

Charles Samuel Gofen

Charles Samuel Gofen

Portfolio Manager at Gofen & Glossberg LLC

Overview
RelSci Relationships

269

Number of Boards

4

Number of Awards

2

Relationships
RelSci Relationships are individuals Charles Samuel Gofen likely has professional access to. A relationship does not necessarily indicate a personal connection.

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

Relationship likelihood: Strong

Treasurer & Trustee at Children’s Home + Aid

Relationship likelihood: Strong

Managing Director at Savills Studley, Inc.

Relationship likelihood: Strong

President at NNP Residential

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Former Marketing Director at Kraft Foods

Relationship likelihood: Strong

Senior Vice President & Managing Partner at Strategy&

Relationship likelihood: Strong

Co-Founder at Clean Energy Trust

Relationship likelihood: Strong

Former President & Chief Investment Officer at NorthWest Healthcare Properties

Relationship likelihood: Strong

General Counsel at Gofen & Glossberg LLC

Relationship likelihood: Strong

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Charles Samuel Gofen
Portfolio Manager at Gofen & Glossberg LLC
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.

Education
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
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.

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

Awards & Honors
CFA (Chartered Financial Analyst)
Certified Investment Counselor
Other Affiliations