Bill Gofen

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Consumer Services

Finance

Profile

William Harold Gofen served as Chairman at DePaul University and Spertus Institute for Jewish Learning & Leadership.
He worked as an Investment Advisor at Gofen & Glossberg LLC from 1956 to 2022.
Gofen earned an MBA from Harvard University and an undergraduate degree from the University of Wisconsin.

Former positions of Bill Gofen

Companies	Position	End
Gofen & Glossberg LLC Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg manages customized portfolios of bonds, stocks and other marketable securities and generally employs long-term strategies, where appropriate they also employ short-term trading, short sales, margin transactions, and options strategies. The firm prefers to buy and own high quality, growing companies with distinctive franchises. They aim to build and manage equity portfolios of 30-40 stocks that outperform the broader market over a market cycle. Gofen & Glossberg typically have a low turnover of stocks in a portfolio, preferring to minimize transaction costs and make changes only when warranted. Their research analysts combine fundamental qualitative analysis with a quantitative overlay. The firm uses bonds to generate income, provide stability of returns, and preserve capital. Their approach to fixed income investing is conservative and aims to achieve a risk-adjusted return consistent with a client’s long-term objectives.	Portfolio Manager-Equities	04/01/2022
DePaul University DePaul University Other Consumer ServicesConsumer Services Functions as a College/University	Chairman	-
Spertus Institute for Jewish Learning & Leadership Spertus Institute for Jewish Learning & Leadership Other Consumer ServicesConsumer Services Functions as a College/University	Chairman	-

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Private companies	5
Gofen & Glossberg LLC Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg manages customized portfolios of bonds, stocks and other marketable securities and generally employs long-term strategies, where appropriate they also employ short-term trading, short sales, margin transactions, and options strategies. The firm prefers to buy and own high quality, growing companies with distinctive franchises. They aim to build and manage equity portfolios of 30-40 stocks that outperform the broader market over a market cycle. Gofen & Glossberg typically have a low turnover of stocks in a portfolio, preferring to minimize transaction costs and make changes only when warranted. Their research analysts combine fundamental qualitative analysis with a quantitative overlay. The firm uses bonds to generate income, provide stability of returns, and preserve capital. Their approach to fixed income investing is conservative and aims to achieve a risk-adjusted return consistent with a client’s long-term objectives.	Finance
Harvard University Harvard University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
DePaul University DePaul University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Spertus Institute for Jewish Learning & Leadership Spertus Institute for Jewish Learning & Leadership Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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