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. | Corporate Officer/Principal | 31/12/1997 |
| J. C. Bradford & Co., Inc. | Corporate Officer/Principal | - |
UBS Capital Americas LLC
 UBS Capital Americas LLC Investment ManagersFinance Spun out of UBS AG (NYSE: UBS) in 2000, UBS Capital Americas LLC is a private equity firm based in New York City | Corporate Officer/Principal | - |
WestEnd Advisors LLC
 WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs. | Sales & Marketing | - |
Formation de Mike W. Goldman
| University of Richmond | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
WestEnd Advisors LLC
WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs. | Finance |
| J. C. Bradford & Co., Inc. | Finance |
UBS Capital Americas LLC
UBS Capital Americas LLC Investment ManagersFinance Spun out of UBS AG (NYSE: UBS) in 2000, UBS Capital Americas LLC is a private equity firm based in New York City | Finance |
| First Union Capital Markets Corp. | Finance |
