![Mike W. Goldman](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>)
Profil
Mr. Mike W.
Goldman is Marketing Director & Partner at WestEnd Advisors LLC.
Mr. Goldman began his career in 1995 with Wheat, First Securities as a financial advisor to high net worth individuals, families and small businesses.
In 1998, he joined J.C.
Bradford & Co. to continue to build his investment consulting and financial planning practice.
In December of 2000, he earned the highest designation in the financial planning industry, the CFP® and in 2001 he formed with Staunton Harkins the Goldman Harkins Financial Group at UBS (which acquired J.C.
Bradford & Co.) to provide better service and expand the expertise being offered to clients.
Mr. Goldman is a graduate of the University of Richmond.
Anciens postes connus de Mike W. Goldman
| Sociétés | Poste | Fin |
|---|---|---|
First Union Capital Markets Corp.
 First Union Capital Markets Corp. Investment ManagersFinance Investment management | Corporate Officer/Principal | 31/12/1997 |
J. C. Bradford & Co., Inc.
 J. C. Bradford & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage and investment management services | Corporate Officer/Principal | - |
UBS Capital Americas LLC
 UBS Capital Americas LLC Investment ManagersFinance UBS Capital focuses on making investments in middle market LBOs, recapitalizations and growth financings. Their investment strategy is opportunistic but disciplined. They seek to identify industries or companies undergoing positive structural changes with above average top line growth prospects. UBS Capital looks to acquire a platform company with strong market position and excellent management team and to create value through the execution of growth business plans, strategic acquisitions and access to financial and strategic resources | Corporate Officer/Principal | - |
WestEnd Advisors LLC
 WestEnd Advisors LLC Investment ManagersFinance WestEnd implements a sector-driven macroeconomic approach. The firm’s Exchange Traded Fund (ETF) portfolios are typically invested in four to six US equity sectors at any given time, and their evolving outlook provides a guidepost amid short-term volatility and shifts in market sentiment. | Sales & Marketing | - |
Formation de Mike W. Goldman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
10
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
WestEnd Advisors LLC
WestEnd Advisors LLC Investment ManagersFinance WestEnd implements a sector-driven macroeconomic approach. The firm’s Exchange Traded Fund (ETF) portfolios are typically invested in four to six US equity sectors at any given time, and their evolving outlook provides a guidepost amid short-term volatility and shifts in market sentiment. | Finance |
UBS Capital Americas LLC
UBS Capital Americas LLC Investment ManagersFinance UBS Capital focuses on making investments in middle market LBOs, recapitalizations and growth financings. Their investment strategy is opportunistic but disciplined. They seek to identify industries or companies undergoing positive structural changes with above average top line growth prospects. UBS Capital looks to acquire a platform company with strong market position and excellent management team and to create value through the execution of growth business plans, strategic acquisitions and access to financial and strategic resources | Finance |
J. C. Bradford & Co., Inc.
J. C. Bradford & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage and investment management services | Finance |
First Union Capital Markets Corp.
First Union Capital Markets Corp. Investment ManagersFinance Investment management | Finance |
University of Richmond
 University of Richmond Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
