Michael Goodman
Chief Executive Officer en Wealthstream Advisors, Inc. .
Perfil
Mr. Michael E.
Goodman is a President at Wealthstream Advisors, Inc. As the company’s leader, he spearheads business development, designs and implements the firm’s strategic direction, and builds and manages client relationships.
His passion is helping Wealthstream’s clients articulate their financial goals, then helping them find solutions and build plans in order to reach those goals.
Mr. Goodman was previously employed as a Senior Accountant by Margolin, Winer & Evens LLP and a Senior Accountant by KPMG Peat Marwick LLP.
He graduated from the State University of New York at Buffalo with degrees in communication and business administration.
Cargos activos de Michael Goodman
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Wealthstream Advisors, Inc.
Wealthstream Advisors, Inc. Investment ManagersFinance Wealthstream Advisors, Inc. (Wealthstream) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Michael E. Goodman in 2004. Wealthstream provides personalized financial planning and independent investment advice to individuals and high net worth clients. | Chief Executive Officer | 01/01/2004 |
Antiguos cargos conocidos de Michael Goodman.
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Margolin, Winer & Evens LLP
Margolin, Winer & Evens LLP Miscellaneous Commercial ServicesCommercial Services Part of Baker Tilly US LLP, Margolin, Winer & Evens LLP is a private company that provides accounting and business advisory services. Margolin, Winer & Evens LLP is based in Uniondale, NY. Margolin, Winer & Evens was acquired by Baker Tilly US LLP on November 01, 2021. The company was founded in 1946. | Corporate Officer/Principal | 01/08/1995 |
KPMG Peat Marwick LLP | Corporate Officer/Principal | - |
Formación de Michael Goodman.
State University of New York at Buffalo | Undergraduate Degree |
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Empresas privadas | 3 |
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KPMG Peat Marwick LLP | Commercial Services |
Wealthstream Advisors, Inc.
Wealthstream Advisors, Inc. Investment ManagersFinance Wealthstream Advisors, Inc. (Wealthstream) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Michael E. Goodman in 2004. Wealthstream provides personalized financial planning and independent investment advice to individuals and high net worth clients. | Finance |
Margolin, Winer & Evens LLP
Margolin, Winer & Evens LLP Miscellaneous Commercial ServicesCommercial Services Part of Baker Tilly US LLP, Margolin, Winer & Evens LLP is a private company that provides accounting and business advisory services. Margolin, Winer & Evens LLP is based in Uniondale, NY. Margolin, Winer & Evens was acquired by Baker Tilly US LLP on November 01, 2021. The company was founded in 1946. | Commercial Services |
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