Rich Goldstein
Gestionnaire de Portefeuille-Actions chez Mercer Global Advisors, Inc.
Postes actifs de Rich Goldstein
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Mercer Global Advisors, Inc.
 Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Gestionnaire de Portefeuille-Actions | - | - |
Historique de carrière de Rich Goldstein
Anciens postes connus de Rich Goldstein
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Goldstein Munger + Associates
 Goldstein Munger + Associates Investment ManagersFinance Goldstein Munger + Associates (GM+A) is a SEC-registered investment advisor and wealth management firm headquartered in San Ramon, California. The firm was founded in 1995 by Richard Goldstein and Robert Munger. In 2022, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. GM+A provides investment management services to individuals and families. | Directeur Général | 01/01/1995 | - |
| Directeur en chef des Investissements | 01/01/1995 | - | |
| Compliance Officer | 01/01/1995 | - | |
| Fondateur | 01/01/1995 | - | |
| Gestionnaire de Portefeuille-Actions | 01/01/1995 | - | |
| President | 01/01/1995 | - | |
| Responsable de la banque privée | 01/01/1995 | - |
Formation de Rich Goldstein
| San Francisco State University | Undergraduate Degree |
| Golden Gate University | Graduate Degree |
Statistiques
Internationale
| Etats-Unis | 5 |
Opérationnelle
| Portfolio Manager-Equities | 2 |
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
Sectorielle
| Finance | 3 |
| Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Goldstein Munger + Associates
Goldstein Munger + Associates Investment ManagersFinance Goldstein Munger + Associates (GM+A) is a SEC-registered investment advisor and wealth management firm headquartered in San Ramon, California. The firm was founded in 1995 by Richard Goldstein and Robert Munger. In 2022, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. GM+A provides investment management services to individuals and families. | Finance |
Mercer Global Advisors, Inc.
Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Finance |
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