Robert Goldrich
Director/Board Member at SOURCE CAPITAL, INC.
Profile
Robert F.
Goldrich is currently a Director at Source Capital, Inc., a Trustee at FPA New Income, Inc., Investment Managers Series Trust III, Bragg Capital Trust, FPA Crescent Fund, FPA Flexible Fixed Income Fund, and FPA U.S.
Core Equity Fund, Inc. He is also a Senior Vice President-Strategic Initiatives at Cmw Strategies LLC.
In the past, he served as a Director at ULURU, Inc. and as a Director at the New York City Industrial Development Agency.
He was also a Director at Settlement Housing Fund, Inc. and a Principal at Morgan Stanley & Co. LLC.
Additionally, he was the President & Chief Financial Officer at Leon Levy Foundation from 2015 to 2022.
Robert Goldrich active positions
| Companies | Position | Start |
|---|---|---|
| SOURCE CAPITAL, INC. | Director/Board Member | 2021-12-31 |
| FPA New Income, Inc. | Director/Board Member | 2021-12-31 |
| Investment Managers Series Trust III | Director/Board Member | 2021-12-31 |
| FPA Crescent Fund | Director/Board Member | 2021-12-31 |
FPA U.S. Core Equity Fund, Inc.
 FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance FPA U.S. The private company is based in Lutherville-Timonium, MD. Core Equity Fund, Inc. is an investment fund. | Director/Board Member | 2021-12-31 |
| FPA Flexible Fixed Income Fund | Director/Board Member | 2021-12-31 |
| Bragg Capital Trust | Director/Board Member | 2021-12-31 |
| Cmw Strategies LLC | Corporate Officer/Principal | 2021-12-31 |
Former positions of Robert Goldrich
| Companies | Position | End |
|---|---|---|
Leon Levy Foundation
 Leon Levy Foundation Investment Trusts/Mutual FundsMiscellaneous Leon Levy Foundation engages in the granting of Jewish causes, New York-based institutions, neuroscience research, and support archeological ventures. It also offers human rights portfolio that makes grants to left-of-center organizations that support looser immigration laws and legal abortion. The company was founded by Shelby White and Elizabeth Moynihan in 2004 and is headquartered in New York City, NY. | Director of Finance/CFO | 2021-12-31 |
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Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| ULURU INC. | Health Technology |
| Private companies | 12 |
|---|---|
| FPA New Income, Inc. | Miscellaneous |
Source Capital, Inc.
 Source Capital, Inc. Investment Trusts/Mutual FundsMiscellaneous Source Capital, Inc. operates as a diversified mutual fund and closed-end investment trust. Its investment objective is to seek maximum total return for shareholders from both capital appreciation and investment income to the extent consistent with protection of invested capital. The company was founded on June 1, 1968 and is headquartered in Milwaukee, WI. | Miscellaneous |
| Investment Managers Series Trust III | Miscellaneous |
Leon Levy Foundation
Leon Levy Foundation Investment Trusts/Mutual FundsMiscellaneous Leon Levy Foundation engages in the granting of Jewish causes, New York-based institutions, neuroscience research, and support archeological ventures. It also offers human rights portfolio that makes grants to left-of-center organizations that support looser immigration laws and legal abortion. The company was founded by Shelby White and Elizabeth Moynihan in 2004 and is headquartered in New York City, NY. | Miscellaneous |
| Bragg Capital Trust | Miscellaneous |
| FPA Crescent Fund | Miscellaneous |
| FPA Flexible Fixed Income Fund | Miscellaneous |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
| New York City Industrial Development Agency (New York) | Government |
Settlement Housing Fund, Inc.
 Settlement Housing Fund, Inc. HomebuildingConsumer Durables Settlement Housing Fund, Inc. was founded in 1969 and creates and sustains high quality affordable housing and programs, building strong and economically diverse neighborhoods throughout an unspecified location. The non-profit company is based in New York, NY. Get In Touch Anyeri Caro, Resident Engagement Program Director acaro@shfinc.org. | Consumer Durables |
FPA U.S. Core Equity Fund, Inc.
FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance FPA U.S. The private company is based in Lutherville-Timonium, MD. Core Equity Fund, Inc. is an investment fund. | Finance |
| Cmw Strategies LLC |
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