Rich Goldstein
Gestor de Cartera-Acciones en Mercer Global Advisors, Inc. .
Cargos activos de Rich Goldstein
| Empresas | Cargo | Inicio | 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. | Gestor de Cartera-Acciones | - | - |
Historial de carrera de Rich Goldstein
Antiguos cargos conocidos de Rich Goldstein.
| Empresas | Cargo | Inicio | 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. | Director Ejecutivo | 01/01/1995 | - |
| Director de Inversiones | 01/01/1995 | - | |
| Oficial de Cumplimiento | 01/01/1995 | - | |
| Fundador | 01/01/1995 | - | |
| Gestor de Cartera-Acciones | 01/01/1995 | - | |
| Presidente | 01/01/1995 | - | |
| Jefe de Banca Privada | 01/01/1995 | - |
Formación de Rich Goldstein.
| San Francisco State University | Undergraduate Degree |
| Golden Gate University | Graduate Degree |
Estadísticas
Internacional
| Estados Unidos | 5 |
Operativa
| Portfolio Manager-Equities | 2 |
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
Sectorial
| Finance | 3 |
| Consumer Services | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 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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