Parkwood LLC is a private financial services company based in Cleveland, Ohio.  Employing more than 60 employees, Parkwood and its wholly-owned subsidiary, the Parkwood Trust Company, serves the interest of the Jack, Joseph and Morton Mandel families, their associated trusts, partnerships, foundations and other entities.  

Parkwood LLC and Parkwood Trust Company offer a full array of trust services including investment management, trust administration, charitable planning, multi-generational tax and estate planning, accounting, tax return preparation, assistance with legal matters, and other professional services.  This complex client base requires a diversified and sophisticated set of services, well beyond the level of work typically seen at many trust companies.  

Parkwood was incorporated to oversee the investments of three successful Cleveland-based business partners. Leadership for the investment process initially came from the partners themselves and several key advisors.  Over the years, Parkwood has developed a professional, effective means of selecting, qualifying, and working with experienced asset managers in a variety of investment fields.  Our results have continuously exceeded relevant benchmarks.

Finance

Investment Management

Parkwood LLC

Adam B. Langsam

Erika B. Rudin - Luria

Jim Fox

Steven Schindler

Steven D. Schindler

Jonathan Mccloskey

James R. Fox

Ellen J. Ellison

Brady J. Hively

Bradley S. Smith

The Investment and Financial Management team at Parkwood LLC is responsible for overseeing the investment portfolios, managing financial strategies, and ensuring robust financial health for the Jack, Joseph, and Morton Mandel families and their associated entities. This team identifies and collaborates with experienced asset managers, engages in private equity and real estate investments, conducts comprehensive investment research, and ensures seamless financial operations and treasury management. Their goal is to continuously exceed relevant benchmarks through sophisticated and diversified investment tactics.

Investment and Financial Management

Leadership Team

Accounting and Tax Team

Investment and Financial Management

About

Team members

Other teams at Parkwood LLC

Leadership Team

Accounting and Tax Team