Marshall Greenwald
Founder at Symmetry Investment Advisors, Inc.
Profile
Mr. Marshall L.
Greenwald, CPA CFA, is a Principal at Symmetry Investment Advisors, Inc. He is also co-founder of Symmetry Investment Advisors.
Prior to co-founding Symmetry Investment Advisors in 2003, Mr. Greenwald spent more than 17 years with Kemper Financial Services and its successor organizations (KFS was acquired by Zurich Financial, merged with Scudder Stevens and Clark and the combined entity was then sold to Deutsche Asset Management).
From 1981 until joining Kemper in 1985, he was part of First Chicago Investment Advisors venture capital group making partnership and direct investments for the firm’s commingled venture capital fund.
He began his investment career in 1977 at FCIA as a public equity analyst,covering a variety of industries, including semiconductors, electrical equipment, healthcare, biotechnology, retailing and consumer products.
Mr. Greenwald received a B.S.
in accounting from The Pennsylvania State University and a M.B.A.
in finance from Indiana University.
He is a CFA and a CPA.
Marshall Greenwald active positions
Companies | Position | Start |
---|---|---|
Symmetry Investment Advisors, Inc.
Symmetry Investment Advisors, Inc. Investment ManagersFinance Symmetry Investment Advisors, Inc (Symmetry Invt Advisors) is a venture capital/private equity firm founded in 2003 by Larry Russell Wonnacott and Marshall Lee Greenwald. The firm is headquartered in Glencoe, Illinois. | Founder | 2002-12-31 |
Former positions of Marshall Greenwald
Companies | Position | End |
---|---|---|
Kemper Financial Services, Inc.
Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Corporate Officer/Principal | - |
Graystone Corp. | Corporate Officer/Principal | 1984-12-30 |
FCIA Management Co., Inc. | Corporate Officer/Principal | - |
Training of Marshall Greenwald
Indiana University | Masters Business Admin |
The Pennsylvania State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Kemper Financial Services, Inc.
Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Finance |
Graystone Corp. | Finance |
Symmetry Investment Advisors, Inc.
Symmetry Investment Advisors, Inc. Investment ManagersFinance Symmetry Investment Advisors, Inc (Symmetry Invt Advisors) is a venture capital/private equity firm founded in 2003 by Larry Russell Wonnacott and Marshall Lee Greenwald. The firm is headquartered in Glencoe, Illinois. | Finance |
FCIA Management Co., Inc. |
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