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Michael Scott Goldberg
Investment Committee Member at
BBR Partners LLC
Profile
Mr. Michael S.
Goldberg is a Partner, Director of Portfolio & Wealth Advisory at BBR Partners LLC.
He joined BBR Partners in 2003 and working with clients to develop and implement an overall financial strategy, managing their investments, and executing their wealth management plans.
He has extensive experience implementing a vast array of investment and planning techniques for families and individuals with complicated financial structures.
He is also a member of BBR’s Investment and Charitable Committees.
Prior to joining BBR, he was a Senior Associate at CMS Companies, an alternative investment and wealth transfer advisory firm for high-net-worth families.
Prior to CMS, he was a Trust Officer at CoreStates Trust & Investment Group.
He received an MBA with a concentration in Finance and a BA with a dual concentration in Business Law and Marketing, both from Temple University.
Michael Scott Goldberg active positions
| Companies | Position | Start |
|---|---|---|
BBR Partners LLC
 BBR Partners LLC Investment ManagersFinance BBR Partners uses an array of investment strategies and managers to create a diversified portfolio of assets to produce consistent risk-adjusted returns appropriate for a client’s specific objectives and risk/return profile. The firm allocates client investment assets primarily among various equity and fixed income separate accounts managed by third-party investment managers, mutual funds, exchange-traded funds, exchange-traded notes, private investment funds, and the BBR Funds on a discretionary and non-discretionary basis in accordance with the client’s designated investment objective(s). | Investment Committee Member | 2003-07-31 |
Former positions of Michael Scott Goldberg
| Companies | Position | End |
|---|---|---|
CMS Cos.
 CMS Cos. Investment ManagersFinance Alternative investment manager | Corporate Officer/Principal | - |
Training of Michael Scott Goldberg
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
31
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
BBR Partners LLC
BBR Partners LLC Investment ManagersFinance BBR Partners uses an array of investment strategies and managers to create a diversified portfolio of assets to produce consistent risk-adjusted returns appropriate for a client’s specific objectives and risk/return profile. The firm allocates client investment assets primarily among various equity and fixed income separate accounts managed by third-party investment managers, mutual funds, exchange-traded funds, exchange-traded notes, private investment funds, and the BBR Funds on a discretionary and non-discretionary basis in accordance with the client’s designated investment objective(s). | Finance |
CMS Cos.
CMS Cos. Investment ManagersFinance Alternative investment manager | Finance |
Temple University (Pennsylvania)
 Temple University (Pennsylvania) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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