Michael Goodman
Algemeen Directeur bij Wealthstream Advisors, Inc.
Profiel
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.
Actieve functies van Michael Goodman
Bedrijven | Functie | Begin |
---|---|---|
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. | Algemeen Directeur | 01-01-2004 |
Eerdere bekende functies van Michael Goodman
Bedrijven | Functie | Einde |
---|---|---|
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 | - |
Opleiding van Michael Goodman
State University of New York at Buffalo | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 3 |
---|---|
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 |