Scott Goldsmith
Plus aucun poste en cours
Profil
Mr. Scott Goldsmith is a Portfolio Operations Associate at Bingham Osborn & Scarborough LLC.
He joined BOS as a Portfolio Operations Associate in 2011.
His responsibilities in this role include setting up and maintaining client account information on the firm’s client management and portfolio accounting systems.
Prior to joining Bingham, Osborn & Scarborough, he worked at Mercer Advisors in Santa Barbara as an Investment Associate.
There, he was in charge of trading for many of the firm’s bond portfolios as well as performing tasks related to portfolio administration and database maintenance.
Mr. Goldsmith holds a Series 65 license and earned a B.S.
in Financial Mathematics and Statistics from University of California, Santa Barbara.
Originally from the East Bay, Scott is currently living in Alameda.
Anciens postes connus de Scott Goldsmith
| Sociétés | Poste | Fin |
|---|---|---|
Mercer Advisors, Inc.
 Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Corporate Officer/Principal | 31/12/2010 |
Bingham, Osborn & Scarborough LLC
 Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Corporate Officer/Principal | - |
Formation de Scott Goldsmith
| University of California, Berkeley | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Finance |
Mercer Advisors, Inc.
Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Finance |
