![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
Portefeuillebeheerder-Aandelen bij
Mercer Global Advisors, Inc.
Profiel
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.
Actieve functies van Rich Goldstein
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | - |
Eerdere bekende functies van Rich Goldstein
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Algemeen Directeur | - |
Opleiding van Rich Goldstein
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
52
Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
