Benjamin S. Goldstein
Director/Board Member at YMCA of the Triangle Area, Inc.
Profile
Benjamin S.
Goldstein is the founder of Advisory Group LLC, which was founded in 1997.
He held the title of President in 2010.
Mr. Goldstein is currently the Director at YMCA of the Triangle Area, Inc. and a Member-Leadership Council at Wake Education Partnership since 2013.
Mr. Goldstein has held former positions as an Independent Director at Barings BDC, Inc. from 2011 to 2018, a Director at Paragon Commercial Bank, the Chief Financial Officer at Carolina Securities Corp., and the Head-Carolina Securities Division at Thomson McKinnon Securities, Inc. He was also the President & Managing Partner at Roanoke Properties LP.
Mr. Goldstein obtained his undergraduate degree from The University of North Carolina at Charlotte.
Benjamin S. Goldstein active positions
| Companies | Position | Start |
|---|---|---|
| Wake Education Partnership | Corporate Officer/Principal | 2013-06-27 |
YMCA of the Triangle Area, Inc.
 YMCA of the Triangle Area, Inc. Movies/EntertainmentConsumer Services YMCA of the Triangle Area, Inc. organizes programs to build healthy spirit, mind and body. It offers child care, overnight camps, fitness and wellness, sports, swimming, mentoring and family support services. The company was founded in 1857 and is headquartered in Raleigh, NC. | Director/Board Member | - |
Former positions of Benjamin S. Goldstein
| Companies | Position | End |
|---|---|---|
| BARINGS BDC, INC. | Director/Board Member | 2018-08-01 |
| Advisory Group LLC | Founder | 2009-12-31 |
| Thomson McKinnon Securities, Inc. | Corporate Officer/Principal | - |
Carolina Securities Corp.
 Carolina Securities Corp. Miscellaneous Commercial ServicesCommercial Services Carolina Securities Corp. is a private company based in Beaufort, SC. | Director of Finance/CFO | - |
| Roanoke Properties LP | President | - |
Training of Benjamin S. Goldstein
| The University of North Carolina at Charlotte | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Barings BDC, Inc.
 Barings BDC, Inc. Investment ManagersFinance Barings BDC, Inc., a traded fund, seeks investment opportunities in middle-market companies located in the United States with an EBITDA ranging from $5 - $75 million and revenues between $20 and $300 million. The fund targets companies operating in energy minerals, distribution services, health services, consumer services, transportation and communication. It provides financing in the form of debt, mezzanine and equity for debt, mezzanine, growth, buyout, LBO and MBO capital requirements with an investment size ranging from $5 - $50 million. It acts as co-investor and takes minority interest. The company is headquartered in Charlotte, NC. | Finance |
| Wake Education Partnership | |
Paragon Commercial Bank
 Paragon Commercial Bank Regional BanksFinance Paragon Commercial Bank is a company based in Raleigh, NC. Paragon Commercial Bank was founded by Robert C. Hatley. | Finance |
| Roanoke Properties LP | |
Carolina Securities Corp.
Carolina Securities Corp. Miscellaneous Commercial ServicesCommercial Services Carolina Securities Corp. is a private company based in Beaufort, SC. | Commercial Services |
| Thomson McKinnon Securities, Inc. | Finance |
| Advisory Group LLC | |
YMCA of the Triangle Area, Inc.
YMCA of the Triangle Area, Inc. Movies/EntertainmentConsumer Services YMCA of the Triangle Area, Inc. organizes programs to build healthy spirit, mind and body. It offers child care, overnight camps, fitness and wellness, sports, swimming, mentoring and family support services. The company was founded in 1857 and is headquartered in Raleigh, NC. | Consumer Services |
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