![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
Gestionnaire de Portefeuille-Actions chez
Mercer Global Advisors, Inc.
Profil
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.
Postes actifs de Rich Goldstein
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Rich Goldstein
| Sociétés | Poste | Fin |
|---|---|---|
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. | Directeur Général | - |
Formation de Rich Goldstein
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
50
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
