![Rich Goldstein](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Rich Goldstein
Gestore di Portafoglio-Azioni presso
Mercer Global Advisors, Inc.
Profilo
Mr. Richard M.
Goldstein, CPA, is a Senior Wealth Advisor at Mercer Global Advisors, Inc.
Mr. Goldstein was previously employed as a President & Chief Compliance Officer by Goldstein Munger + Associates.
He has a Bachelor of Arts in Accounting from San Francisco State University.
He also graduated from Golden Gate University with master’s degrees in taxation and Personal Financial Planning.
Posizioni attive di Rich Goldstein
| Società | Posizione | Inizio |
|---|---|---|
Mercer Global Advisors, Inc.
 Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Advisors' approach to portfolio construction centers on building risk-appropriate, globally diversified portfolios that diversified both across and within asset classes. The firm takes a systematic, long-term approach to investing and building wealth. | Gestore di Portafoglio-Azioni | - |
Precedenti posizioni note di Rich Goldstein
| Società | Posizione | Fine |
|---|---|---|
Goldstein Munger + Associates
 Goldstein Munger + Associates Investment ManagersFinance GM+A utilizes a combination of fundamental, technical and cyclical analysis. These methods of analysis are used as part of a long-term, buy and hold strategy based on academic research and historical evidence. The firm primarily selects low cost mutual fund and exchange traded index fund vehicles in their portfolio. They also use actively managed mutual funds and exchange traded funds when they expect the fund to outperform the fund’s index equivalent on an after tax basis over a long period of time. | Amministratore Delegato | - |
Formazione di Rich Goldstein
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
2
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Golden Gate University
 Golden Gate University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
San Francisco State University
 San Francisco State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mercer Global Advisors, Inc.
Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Advisors' approach to portfolio construction centers on building risk-appropriate, globally diversified portfolios that diversified both across and within asset classes. The firm takes a systematic, long-term approach to investing and building wealth. | Finance |
Goldstein Munger + Associates
Goldstein Munger + Associates Investment ManagersFinance GM+A utilizes a combination of fundamental, technical and cyclical analysis. These methods of analysis are used as part of a long-term, buy and hold strategy based on academic research and historical evidence. The firm primarily selects low cost mutual fund and exchange traded index fund vehicles in their portfolio. They also use actively managed mutual funds and exchange traded funds when they expect the fund to outperform the fund’s index equivalent on an after tax basis over a long period of time. | Finance |
