Goelzer Investment Management
Umesh Nathani, CFA is currently working as a Senior Portfolio Manager at Goelzer Investment Management. Prior to this, Umesh held positions such as Assistant Portfolio Manager at Oberweis Asset Management, Inc. and Cozad Asset Management. Umesh has a background in finance, holding a Master's degree in Finance from the University of Illinois Urbana-Champaign. Additionally, Umesh has experience as a Project Analyst at Stifel Nicolaus/University of Illinois Equity Research Partnership and as a Data Analyst at the National Stock Exchange of India Limited, where Umesh implemented a Fixed Asset Management System.
Goelzer Investment Management
With over 50 years of experience and more than $3 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.