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Ivan Gelfand

Ivan Gelfand, American investment advisor.

Background

  • Gelfand, Ivan was born on March 29, 1927 in Cleveland. Son of Samuel and Sarah (Kruglin) Gelfand.

  • Education

    • Bachelor of Science, Miami University, Oxford, Ohio, 1950. Postgraduate, Case Western Reserve University, 1951. Graduate, Columbia University Bank Management Program, 1968.

      Certs., American Institute Banking, 1957.

    Career

    • Accountant Center National Bank Cleveland, 1950-1953, vice president, manager bank and corporation investments, 1957-1975. Chief accountant Stars & Stripes newspaper, Darmstadt, Germany, 1953-1955. Account executive Merrill, Lynch, Pierce, Fenner & Smith, Inc., Cleveland, 1955-1957.

      Chairman, Chief Executive Officer Gelfand, Quinn & Associates, Inc., 1975-1983. Vice president, managing director Prudential-Bache Securities, Inc., 1983-1985. President Lindow, Gelfand and Quinn, Inc., 1976-1983.

      Co-editor Gelfand-Quinn/Liquidity Portfolio Manager Newsletter, 1978-1981, Gelfand-Quinn Analysis/Money Market Techniques, 1981-1984. Money market columnist National Thrift News, 1976-1978, guest money market columnist, 1982-1985. President Ivan Gelfand & Associates, Inc., 1985-1990.

      Senior vice president Prescott, Ball & Turben, Inc., 1986-1988. Vice president, director fixed income investments Roulston & Company, 1988-1990. Chief executive officer Gelfand Partners Asset Management, Cleveland, 1990-1997.

      Chairman Maxus Investment Group, Inc., since 1997, Gelfand Maxus Asset Management, since 1997. Instructor investments adult division Cleveland Board Education, 1956-1958, American Institute Banking, 1958-1968. Talk show host Station WERE, Cleveland, 1993-1995, station financial analyst, since 1997.

      Lecturer economics, finance institution portfolio management, cash management, since 1972. Guest lecturer, speaker national and local television and radio stations. Finance advisor, commentator ABC/television Station WEWS Channel 5, Cleveland, 1996-1997.

    Membership

    Member investment committee United Torch Cleveland, 1972-1974. Study-review team captain Lake Erie Regional Transportation Authority, 1973-1977. Trustee Mount Sinai Medical Center, Cleveland, 1983-1992, 93-96, treasurer, 1986-1989, chairman investment committee, 1989-1992.

    Trustee Cleveland College Jewish Studies, 1988-1993, Retired Senior Volunteer Program, since 1996, vice president since 1999, chairman investment committee, since 1998. Member bond committee Jewish Community Federation, Cleveland, 1979-1991, finance committee, 1981-1985, trustee, 1986-1989, 90-92. Member Cuyahoga County Republican Finance Committee, 1978-1982, executive committee Cuyahoga County Republican Organization, since 1982.

    Trustee National Multiple Sclerosis Society, Cleveland Center Northern Ohio Reg., 1991-1996, Laurelwood Hospital, Cleveland, 1994-1997. With Army of the United States, 1945-1947. Member National Association Business Economics, Cleveland Society Security Analysts, Les Politiques, Oakwood Club, Union Club, Cleveland Economic Club (president 1991-1992), Thursday Economic Club, Masons.

    Connections

    • Married Suzanne Frank, September 23, 1956. Children: Dennis Scott, Andrew Steven.
    • father: Samuel Gelfand
    • mother: Sarah (Kruglin) Gelfand
    • spouse: Suzanne Frank
    • children: Dennis Scott Gelfand
    • Andrew Steven Gelfand
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    Born March 29, 1927
    Nationality
    • 1950
      Miami University
    • 1951
      Case Western Reserve University
    • 1968
      Columbia University Bank Management Program
    • 1957
      American Institute Banking
    • 1953 - 1955
      chief accountant, Stars & Stripes newspaper
      Darmstadt, Hessen, Germany, Hessen, Germany, Germany
    • 1955 - 1957
      account executive, Merrill
      Lynch, Nebraska, United States
    • 1975 - 1983
      chairman, Gelfand
    • 1975 - 1983
      Chief Executive Officer, Gelfand
    • 1976 - 1983
      president, Lindow
    • 1976 - 1978
      money market columnist National Thrift News
    • 1978 - 1981
      co-editor Gelfand-Quinn/Liquidity Portfolio Manager, Newsletter
    • 1981 - 1984
      co-editor Gelfand-Quinn/Liquidity Portfolio Manager, Newsletter
    • 1982 - 1985
      money market columnist National Thrift News
    • 1983 - 1985
      vice president, Prudential-Bache Securities
    • 1983 - 1985
      managing director, Prudential-Bache Securities
    • 1985 - 1990
      president, Ivan Gelfand & Associates
    • 1986 - 1988
      senior, vice president Prescott
    • 1988 - 1990
      vice president, fixed income investments Roulston & Company
    • 1988 - 1990
      director, fixed income investments Roulston & Company
    • 1990 - 1997
      chief executive, officer Gelfand Partners Asset Management
      Cleveland, Ohio, United States
    • 1997
      chairman, Maxus Investment Group
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