Andy Goodwin

Founder at

Optimum Investment Advisors LLC

81 year

84 connections

Finance

Consumer Services

Miscellaneous

Profile

Mr. Andrew J.
Goodwin is a Vice Chairman & Portfolio Manager at Optimum Investment Advisors LLC.
He is on the Board of Directors at Zazove Convertible Securities Fund, Inc. He founded Optimum Investment Advisors with Steel Bokhof in 1989.
He is also a member of the Investment Committee.
He has been actively involved in Chicago's investment and business community for over 40 years.
He is a Director of bible publisher Biblica, Inc and serves as Chairman of the Biblica Ministries Foundation.
Mr. Goodwin began his career at Smith Barney, and prior to co-founding the predecessor firm to Optimum Investment Advisors in 1989, spent ten years in Institutional Equity Sales with The First Boston Corporation.
He received his BA from Princeton University in 1966 and received his MBA from Northwestern University’s Kellogg School of Management, 1968.

Andy Goodwin active positions

Companies	Position	Start
Optimum Investment Advisors LLC Optimum Investment Advisors LLC Investment ManagersFinance OIA uses several methods of investment analysis and investment strategies to provide services to their clients. Their methods of analysis include fundamental analysis; technical analysis; and valuation analysis. The firm monitors economic and corporate issues, both domestic and international, for events, changes or trends which might affect the financial markets or particular economic sectors as part of their equity and balanced approach. They review individual stocks based on the fundamental operating conditions of the issuing company with particular emphasis on consistency and momentum of earnings growth, return on equity, conservativeness of debt structure, improvements in cash flow , valuation of the stock and the level and growth of dividends. OIA reviews bonds based on the ratings assigned to the particular bond by the bond rating agencies, the structure of the yield curve and spreads among various bond classes, the financial fundamentals of the bond issuer, and other factors for their fixed income analysis. The firm’s investment strategies include long-term purchases; short-term purchases; short-term trading; and stock options.	Founder	01/01/1989
Zazove Convertible Securities Fund, Inc. Zazove Convertible Securities Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Director/Board Member	-

All active positions of Andy Goodwin

Former positions of Andy Goodwin

Companies	Position	End
First Boston Corp. First Boston Corp. Real Estate Investment TrustsFinance Operates as real estate investment trusts	Corporate Officer/Principal	31/12/1988
Smith Barney Asset Management Smith Barney Asset Management Investment ManagersFinance Provides investment services	Corporate Officer/Principal	-

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Linked companies

Private companies	6
First Boston Corp. First Boston Corp. Real Estate Investment TrustsFinance Operates as real estate investment trusts	Finance
Zazove Convertible Securities Fund, Inc. Zazove Convertible Securities Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Smith Barney Asset Management Smith Barney Asset Management Investment ManagersFinance Provides investment services	Finance
Optimum Investment Advisors LLC Optimum Investment Advisors LLC Investment ManagersFinance OIA uses several methods of investment analysis and investment strategies to provide services to their clients. Their methods of analysis include fundamental analysis; technical analysis; and valuation analysis. The firm monitors economic and corporate issues, both domestic and international, for events, changes or trends which might affect the financial markets or particular economic sectors as part of their equity and balanced approach. They review individual stocks based on the fundamental operating conditions of the issuing company with particular emphasis on consistency and momentum of earnings growth, return on equity, conservativeness of debt structure, improvements in cash flow , valuation of the stock and the level and growth of dividends. OIA reviews bonds based on the ratings assigned to the particular bond by the bond rating agencies, the structure of the yield curve and spreads among various bond classes, the financial fundamentals of the bond issuer, and other factors for their fixed income analysis. The firm’s investment strategies include long-term purchases; short-term purchases; short-term trading; and stock options.	Finance
Northwestern University Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Princeton University Princeton University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services