Josh Goldman
Gestionnaire de Portefeuille-Actions chez Mariner LLC
Profil
Joshua Daniel Goldman is currently working as a Director & Senior Wealth Advisor at Mariner LLC since 2022.
Prior to this, he worked as a Partner & Director of Research at Taylor Wealth Management Partners LLC from 2014 to 2022 and as an Equity Analyst at J&E Davy from 2010 to 2014.
He completed his undergraduate degree from McGill University in 2004 and his graduate and doctorate degrees from Albert Einstein College of Medicine, Inc. in 2007 and 2010 respectively.
Postes actifs de Josh Goldman
| Sociétés | Poste | Début |
|---|---|---|
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Gestionnaire de Portefeuille-Actions | 01/07/2022 |
Anciens postes connus de Josh Goldman
| Sociétés | Poste | Fin |
|---|---|---|
Taylor Wealth Management Partners LLC
 Taylor Wealth Management Partners LLC Investment ManagersFinance Part of Mariner Wealth Advisors LLC, Taylor Wealth Management Partners LLC provides investment advice. The company is based in Boston, MA. The company was founded in 2014. Hugh Russell Taylor has been the CEO of the company since 2014. Taylor Wealth Management Partners was acquired by Mariner Wealth Advisors LLC on June 01, 2022. | Directeur de la Recherche - Actions | 01/07/2022 |
J&E Davy
 J&E Davy Investment Banks/BrokersFinance J&E Davy is a brokerage firm headquartered in Dublin, Ireland. The firm was founded in 1926 and is owned by J & E Davy Holdings, which is a subsidiary of Bank of Ireland Group Plc (LON: BIRG). J&E Davy delivers world class outcomes to corporate and institutional clients through research and insights, expert execution and their strong access to distribution networks. They provide expert equity, debt, strategic and sustainability advice with a deep understanding of global markets, innovative capital raising solutions and specialist advisory capabilities. Their Capital Markets advisory team focuses on Irish and UK corporates with distribution and access to institutional investors across the globe. | Analyst-Equity | 01/03/2014 |
Formation de Josh Goldman
| McGill University | Undergraduate Degree |
| Albert Einstein College of Medicine, Inc. | Doctorate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
J&E Davy
J&E Davy Investment Banks/BrokersFinance J&E Davy is a brokerage firm headquartered in Dublin, Ireland. The firm was founded in 1926 and is owned by J & E Davy Holdings, which is a subsidiary of Bank of Ireland Group Plc (LON: BIRG). J&E Davy delivers world class outcomes to corporate and institutional clients through research and insights, expert execution and their strong access to distribution networks. They provide expert equity, debt, strategic and sustainability advice with a deep understanding of global markets, innovative capital raising solutions and specialist advisory capabilities. Their Capital Markets advisory team focuses on Irish and UK corporates with distribution and access to institutional investors across the globe. | Finance |
Taylor Wealth Management Partners LLC
Taylor Wealth Management Partners LLC Investment ManagersFinance Part of Mariner Wealth Advisors LLC, Taylor Wealth Management Partners LLC provides investment advice. The company is based in Boston, MA. The company was founded in 2014. Hugh Russell Taylor has been the CEO of the company since 2014. Taylor Wealth Management Partners was acquired by Mariner Wealth Advisors LLC on June 01, 2022. | Finance |