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Ivan Gelfand Edit Profile

investment advisor

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, Center National Bank Cleveland, 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., Cleveland, 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;co-editor, Gelfand-Quinn Analysis/Money Market Techniques, 1981-1984;money market columnist, National Thrift News, 1976-1978;guest money market columnist, National Thrift News, 1982-1985;president, Ivan Gelfand & Associations, 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;chairman, 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.

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