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 Leadership Team at Parkwood LLC is responsible for setting the strategic direction of the company, overseeing asset management, ensuring operational efficiency, and leading philanthropic initiatives. Comprised of top executives such as the CEO, CFO, CIO, and other key officers, this team manages high-level decision-making and coordinates efforts to meet the complex needs of the Mandel families and associated entities. Their expertise ensures the company consistently exceeds investment benchmarks while maintaining robust trust and financial services.

Leadership Team

Investment and Financial Management

Accounting and Tax Team

Leadership Team

About

Team members

Other teams at Parkwood LLC

Investment and Financial Management

Accounting and Tax Team