Top 5 Investment Management Companies in Cleveland

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Below is the list of Top 5 Investment Management Companies in Cleveland ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Cleveland

1. Boyd Watterson Asset Management

Industry: Investment Management

Location: Cleveland, Ohio

Website: boydwatterson.com

Company Founded: 1928

Company Size: 51-200

Company Address: 1301 East 9th Street, Cleveland, Ohio, United States

Boyd Watterson Asset Management Contact Details

Name Title LinkedIn Phone Email
Ryan Willis Institutional Sales - Support
Jeff Hurvitz Assistant Vice President, Asset Management
Mark Montgomery Manager, Construction
Steve Riley Assistant Vice President
Patricia Jamieson Chief Financial Officer
Patricia Jamieson Chief Financial Officer
Patricia Jamieson Chief Financial Officer
Requires/Intent and 6 more Employees
Web Development
Institutional Asset Management
AI-Based Credit Risk Assessment
M&A Advisory
and more

2. Rockwood Equity Partners

Industry: Investment Management

Location: Cleveland, Ohio

Website: rockwoodequity.com

Company Founded: 1999

Company Size: 1-10

Company Address: 3201 Enterprise Parkway, Cleveland, Ohio, United States

Rockwood Equity Partners Contact Details

Name Title LinkedIn Phone Email
Hunter Allen Senior Analyst
Nils Holum Principal
Bob Franken Chief Executive Officer
Requires/Intent
AI Chatbots
M&A Advisory
Automation
Private Wealth Management
Investor Relations & Reporting
and more

3. Klopp Investment Management Llc

Industry: Investment Management

Location: Cleveland, Ohio

Website: kloppinvestment.com

Company Founded: 1975

Company Size: 1-10

Company Address: 1801 East 9th Street, Cleveland, Ohio, United States

Klopp Investment Management Llc Contact Details

Name Title LinkedIn Phone Email
John Klopp Ceo, Portfolio Manager
John Klopp Ceo, Portfolio Manager
John Klopp Ceo, Portfolio Manager
Requires/Intent
Customer Relationship Management
M&A Advisory
ERP Solutions
and more

4. Gries Financial

Industry: Investment Management

Location: Cleveland, Ohio

Website: gries.com

Company Founded: 1978

Company Size: 11-50

Company Address: 1801 East Ninth Street, Cleveland, Ohio, United States

Gries Financial Contact Details

Name Title LinkedIn Phone Email
Ken Brodkowitz Investor
Ashley Edmunds Receptionist
Ashley Edmunds Receptionist
Ashley Edmunds Receptionist
Requires/Intent
Customer Relationship Management
Smart Contracts For Investment
Cybersecurity Solutions
and more

5. The Cleveland Group

Industry: Investment Management

Location: Cleveland, Ohio

Website: theclevelandgroup.com

Company Founded: 1998

Company Size: 1-10

Company Address: 29225 Chagrin Boulevard, Cleveland, Ohio, United States

The Cleveland Group Contact Details

Name Title LinkedIn Phone Email
Greg Marshall General Manager
Greg Marshall General Manager
Greg Marshall General Manager
Requires/Intent
Data Security
FinTech Solutions For Investment Firms
and more
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Cleveland Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Ryan Willis Boyd Watterson Asset Management Institutional Sales - Support
2 Jeff Hurvitz Boyd Watterson Asset Management Assistant Vice President, Asset Management
3 Mark Montgomery Boyd Watterson Asset Management Manager, Construction
4 Steve Riley Boyd Watterson Asset Management Assistant Vice President
5 Patricia Jamieson Boyd Watterson Asset Management Chief Financial Officer
6 Patricia Jamieson Boyd Watterson Asset Management Chief Financial Officer
7 Patricia Jamieson Boyd Watterson Asset Management Chief Financial Officer
8 Hunter Allen Rockwood Equity Partners Senior Analyst
9 Nils Holum Rockwood Equity Partners Principal
10 Bob Franken Rockwood Equity Partners Chief Executive Officer
11 John Klopp Klopp Investment Management Llc Ceo, Portfolio Manager
12 John Klopp Klopp Investment Management Llc Ceo, Portfolio Manager
13 John Klopp Klopp Investment Management Llc Ceo, Portfolio Manager
14 Ken Brodkowitz Gries Financial Investor
15 Ashley Edmunds Gries Financial Receptionist
16 Ashley Edmunds Gries Financial Receptionist
17 Ashley Edmunds Gries Financial Receptionist
18 Greg Marshall The Cleveland Group General Manager
19 Greg Marshall The Cleveland Group General Manager
20 Greg Marshall The Cleveland Group General Manager

Investment Management companies in different cities of Ohio

No. Industry Number of Contacts Download
1 Investment Management Companies in Cincinnati 1495
2 Investment Management Companies in Columbus 460
3 Investment Management Companies in Dayton 690