Michael Goodman
Amministratore Delegato presso Wealthstream Advisors, Inc.
Profilo
Mr. Michael E.
Goodman is a President at Wealthstream Advisors, Inc. As the company’s leader, he spearheads business development, designs and implements the firm’s strategic direction, and builds and manages client relationships.
His passion is helping Wealthstream’s clients articulate their financial goals, then helping them find solutions and build plans in order to reach those goals.
Mr. Goodman was previously employed as a Senior Accountant by Margolin, Winer & Evens LLP and a Senior Accountant by KPMG Peat Marwick LLP.
He graduated from the State University of New York at Buffalo with degrees in communication and business administration.
Posizioni attive di Michael Goodman
Società | Posizione | Inizio |
---|---|---|
Wealthstream Advisors, Inc.
Wealthstream Advisors, Inc. Investment ManagersFinance Wealthstream Advisors, Inc. (Wealthstream) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Michael E. Goodman in 2004. Wealthstream provides personalized financial planning and independent investment advice to individuals and high net worth clients. | Amministratore Delegato | 01/01/2004 |
Precedenti posizioni note di Michael Goodman
Società | Posizione | Fine |
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Margolin, Winer & Evens LLP
Margolin, Winer & Evens LLP Miscellaneous Commercial ServicesCommercial Services Part of Baker Tilly US LLP, Margolin, Winer & Evens LLP is a company that provides accounting and business advisory services. Margolin, Winer & Evens LLP is based in Uniondale, NY. Margolin, Winer & Evens was acquired by Baker Tilly US LLP on November 01, 2021. The company was founded in 1946. | Corporate Officer/Principal | 01/08/1995 |
KPMG Peat Marwick LLP | Corporate Officer/Principal | - |
Formazione di Michael Goodman
State University of New York at Buffalo | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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KPMG Peat Marwick LLP | Commercial Services |
Wealthstream Advisors, Inc.
Wealthstream Advisors, Inc. Investment ManagersFinance Wealthstream Advisors, Inc. (Wealthstream) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Michael E. Goodman in 2004. Wealthstream provides personalized financial planning and independent investment advice to individuals and high net worth clients. | Finance |
Margolin, Winer & Evens LLP
Margolin, Winer & Evens LLP Miscellaneous Commercial ServicesCommercial Services Part of Baker Tilly US LLP, Margolin, Winer & Evens LLP is a company that provides accounting and business advisory services. Margolin, Winer & Evens LLP is based in Uniondale, NY. Margolin, Winer & Evens was acquired by Baker Tilly US LLP on November 01, 2021. The company was founded in 1946. | Commercial Services |
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