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Goelzer Investment Management Employee Directory

Investment ManagementIndiana, United States11-50 Employees

Goelzer Investment Management is an investment advisory firm in the investment management industry, located at 10 East Main Street Suite 110 in Carmel, Indiana, United States. The firm reports over 50 years of experience and more than $4 billion in assets under advisement, offering proprietary investment and financial planning strategies to help families and institutions. The organization employs 11 to 50 people. Leadership changes were announced in 2025, including Chris W. Cotterill becoming President effective January 2, 2025, and Rebecca W. Jacklin joining as Managing Director of Institutional Advisory Services. The firm has been recognized as a Best Place to Work in Indiana, with acknowledgments in 2022.

Find Goelzer Investment Management employees' phone numbers or email addresses

Goelzer Investment Management Global Highlights

Location
Employees

North America
49

Minus sign iconPlus sign icon
  • United States Of America
    49

Goelzer Investment Management's Leadership

  • Senior Vice President And Portfolio Manager at Goelzer Investment Management
    C. R.
    Senior Vice President And Portfolio Manager
    Mobile Phone
  • Chiefexecutive at Goelzer Investment Management
    D. F.
    Chiefexecutive
    Mobile Phone
  • Designer/Assistant Manager at Goelzer Investment Management
    A. G.
    Designer/Assistant Manager
    Mobile Phone
  • Portfolio Manager at Goelzer Investment Management
    J. C.
    Portfolio Manager
    Mobile Phone
  • Client Services Manager at Goelzer Investment Management
    S. G.
    Client Services Manager
    Mobile Phone
  • Senior Wealth Advisor at Goelzer Investment Management
    K. F.
    Senior Wealth Advisor
    Mobile Phone
  • Senior Wealth Advisor at Goelzer Investment Management
    D. A.
    Senior Wealth Advisor
    Mobile Phone
  • Client Services Associate at Goelzer Investment Management
    A. M.
    Client Services Associate
    Mobile Phone

Goelzer Investment Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Information Technology
  • Legal
  • Other
  • Business Development
  • Finance
  • Accounting
  • Consultant

Contact profiles from Goelzer Investment Management

Name
Title
Contact
Location
Last Update
  • Senior Vice President And Portfolio Manager at Goelzer Investment Management
    C. R.
    Senior Vice President And Portfolio Manager
    Mobile Phone
    Oct 22, 2024
  • Chiefexecutive at Goelzer Investment Management
    D. F.
    Chiefexecutive
    Mobile Phone
    Oct 18, 2024
  • Designer/Assistant Manager at Goelzer Investment Management
    A. G.
    Designer/Assistant Manager
    Mobile Phone
    Oct 21, 2024
  • Portfolio Manager at Goelzer Investment Management
    J. C.
    Portfolio Manager
    Mobile Phone
    Sep 13, 2024
  • Client Services Manager at Goelzer Investment Management
    S. G.
    Client Services Manager
    Mobile Phone
    Oct 22, 2024
  • Senior Wealth Advisor at Goelzer Investment Management
    K. F.
    Senior Wealth Advisor
    Mobile Phone
    Aug 07, 2026
  • Senior Wealth Advisor at Goelzer Investment Management
    D. A.
    Senior Wealth Advisor
    Mobile Phone
    Jun 08, 2026
  • Client Services Associate at Goelzer Investment Management
    A. M.
    Client Services Associate
    Mobile Phone
    Feb 12, 2026
  • Institutional Investment Advisor at Goelzer Investment Management
    E. B.
    Institutional Investment Advisor
    Mobile Phone
    Jul 07, 2026
  • Institutional Investment Advisor at Goelzer Investment Management
    J. C.
    Institutional Investment Advisor
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Goelzer Investment Management known for?

Minus sign iconPlus sign iconGoelzer Investment Management was founded in 1969 and operates in the Investment Management industry. You can contact Goelzer Investment Management's main corporate office by phone at
+1-317-264-****
. Explore Goelzer Investment Management's company overview page for more information.

What is Goelzer Investment Management's most common email format?

Minus sign iconPlus sign iconGoelzer Investment Management employees' email format typically follows the pattern of FLast@goelzerinc.com. Trying to find reliable and up-to-date employee contact data? Find more Goelzer Investment Management email formats with LeadIQ.

How many employees does Goelzer Investment Management have currently?

Minus sign iconPlus sign iconGoelzer Investment Management has approximately 37 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Goelzer Investment Management's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Goelzer Investment Management's key employees include:

  • Senior Vice President And Portfolio Manager: C. R.
  • Chiefexecutive: D. F.
  • Designer/Assistant Manager: A. G.
  • Portfolio Manager: J. C.
  • Client Services Manager: S. G.

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