Menu

Goodwood Client References

FIVE STARS FOR A REASON!
GOODWOOD EXCEEDED ALL EXPECTATIONS

"We engaged Goodwood Consulting to help us redesign our lackluster websites and reengineer our sales and marketing workflows. We had used other firms in the past with mixed results. Ryan and the Goodwood Consulting team came in with a strong proposal follow up by strong execution and great ideas. The communication throughout the process was consistent and effective. They went above and beyond what we were expecting. Enhanced branding, revamping our marketing brochures and creating intelligent workflows, Goodwood delivered within the budget and timeframe outlined in the proposal. We've already recommended them to some of our partners and clients.
Five stars indeed."

HubSpot Agency Partner

Diamond_Badge-4

HubSpot Diamond Partners represent the top decile of all Agency Partners. Within this elite group, Goodwood is one of only 20 firms that serves the financial services industry and the ONLY firm to focus on it exclusively. 

Brentview Investment Management

  • $500 million asset manager focused on dividend growth investing for individuals and institutions
  • Goodwood client since January 2020

Goodwood Services Include:

  • HubSpot Marketing Pro & Sales Starter Build Out and Implementation
  • Website Design & Build
  • Materials Build & Update
  • Ongoing Marketing & Consulting Services
  • Webinar Production & Hosting

Reference:

https://www.brentviewim.com

John Gomez
Brentview Investment Management
525 West Monroe Street, Suite 2360
Chicago, IL 60661
Office: (312) 283-4450

Crawford Investment Counsel

  • $7 billion asset management firm offering private client services, separate accounts and mutual funds to institutions and financial advisors.
  • Goodwood Client since December 2020

Goodwood Services Include:

  • HubSpot Marketing Pro & Build Out and Implementation
  • Website Design & Build 
  • Ongoing Marketing & Consulting Services

Reference:

https://www.crawfordinvestment.com/

Kensington Asset Management

  • $350 million asset manager focused on data-driven, quantitative decision models that apply to equity and fixed income markets
  • Goodwood client since January 2020

Goodwood Services Include:

  • HubSpot Marketing Pro & Sales Starter Build Out and Implementation
  • Website Design & Build
  • Materials Build & Update
  • Ongoing Marketing & Consulting Services
  • Webinar Production & Hosting

Reference:

www.kensingtonassetmanagement.com

William Bower
3811 Bee Caves Rd, Ste 210
Austin, TX 78746
Office: (877) 891-1222

Overlay Shares

  • Asset Manager focused on managing liquid, absolute return strategies via SMAs, Mutual Funds, and ETFs
  • Goodwood client since October 2019

Goodwood Services Include:

  • HubSpot Marketing Pro & Sales Starter Build Out and Implementation
  • Website Design & Build
  • Automated Fund Data Feeds into Website Pages
  • Ongoing Marketing & Consulting Services
  • Webinar Production & Hosting

Reference:

http://www.overlayshares.com

Megan Delaney
Liquid Strategies, LLC
350 Lenox Road NE, Suite 2550
Atlanta, GA 30326
Office: (770) 350-8717
Cell: (256) 572-4258

Semper Capital Management, L.P.

  • $2 billion asset management firm offering private funds and mutual funds to institutions and financial advisors.
  • Goodwood Client since October 2020

Goodwood Services Include:

  • HubSpot Marketing Pro & Build Out and Implementation
  • Website Design & Build
  • Ongoing Marketing & Consulting Services
  • Webinar Production & Hosting

Reference:

https://www.sempercap.com/

Maria Carlin
Semper Capital Management, L.P.
52 Vanderbilt Avenue
Suite 401
New York, NY 10017

CrossingBridge Advisors/Cohanzick Management

  • $2 billion New York-based asset manager with multiple fixed income mutual fund products
  • Goodwood Client since February 2019

Goodwood Services Include:

  • HubSpot Marketing Pro & Sales Starter Build Out and Implementation
  • Ongoing Marketing & Consulting Services
  • Webinar Production & Hosting

Reference:

https://www.crossingbridgefunds.com/
https://www.cohanzick.com/

John Conner
CrossingBridge Advisors, LLC
Cohanzick Management, LLC
427 Bedford Road, Suite 230
Pleasantville, NY 10570
Cell: (609) 703-2162
Office: (914) 741-9600

Deep Field Asset Management

  • California-based Hedge Fund
  • Goodwood Client since June 2019

Goodwood Services Include:

  • HubSpot Marketing Pro & Sales Starter Build Out and Implementation
  • Website Design & Build
  • Secure Investor Portal
  • Ongoing Marketing & Consulting Services

Reference:

https://www.deepfieldam.com/

Jeff Farroni
9355 Wilshire Blvd, Suite 350
Beverly Hills, CA 90210
Office: (310) 456-0374

Christina Development

  • California-based Real Estate Private Equity Sponsor
  • Goodwood Client since March 2020

Goodwood Services Include:

  • HubSpot Marketing Pro & Sales Starter Build Out and Implementation
  • Website Design & Build
  • Secure Investor Data Room
  • Ongoing Marketing & Consulting Services

Reference:

https://www.christinala.com/

Liza Killian
22653 Pacific Coast Highway, Suite 1-8
Malibu, CA 90265
Office: (310) 728-1791

Timber Point Capital Management

  • $100 million New York-based asset manager providing alternative and multi-asset solutions through separate accounts and mutual funds
  • Goodwood Client since January 2020

Goodwood Services Include:

  • HubSpot Marketing Pro & Sales Starter Build Out and Implementation
  • Website Design & Build
  • Materials Build & Update
  • Ongoing Marketing & Consulting Services
  • Webinar Production & Hosting

Reference:

www.timberpointcapital.com

David Cleary, CFA
Timber Point Capital Management, LLC
555 Pleasantville Road, Suite N202
Briarcliff Manor, NY 10510
Cell: (646) 541-1691
Office: (914) 579-2456

South Street Securities

  • South Street Securities is a FINRA-regulated broker/dealer that concentrates on Repo Cash Investment and Repo Security Financing Services
  • Goodwood Client since September 2020

Goodwood Services Include:

  • HubSpot Marketing Pro & Build Out and Implementation
  • Website Design & Build
  • Ongoing Marketing & Consulting Services

Reference:

https://www.southstreetsecurities.com/

Stephen Mellert
1155 Avenue of the Americas
14th Floor
New York, NY 10036

Matrix Applications

  • Matrix is A fintech service bureau providing technology and operational solutions for the capital markets
  • Goodwood Client since September 2020

Goodwood Services Include:

  • HubSpot Marketing Pro & Build Out and Implementation
  • Website Design & Build
  • Ongoing Marketing & Consulting Services

Reference:

https://www.matrixapps.com/

Stephen Mellert
Matrix
1155 Avenue of the Americas
14th Floor
New York, NY 10036

BP Capital 

  • Boone Pickens' asset management arm offering separate accounts and mutual funds to institutions and financial advisors.
  • Goodwood Client since March 2020

Goodwood Services Include:

  • HubSpot Marketing Pro & Sales Starter Build Out and Implementation
  • Website Design & Build
  • Materials Build & Update
  • Ongoing Marketing & Consulting Services
  • Webinar Production & Hosting

Reference:

https://www.bpcfunds.com/

Toby Loftin
BP Capital Fund Advisors
1722 Routh Street
Suite 800
Dallas, TX 75201

Goodwood Consulting

4750 Bluebonnet Blvd
Suite B
Baton Rouge, LA 70809

info@goodwood-consulting.com

 
Goodwood Governance 
Hubspot-Academy-Accreditation

Drop us a line

Copyright © | Goodwood Consulting | All Rights Reserved.