Mitch Goldfeld
Investment Committee Member at RPg Family Wealth Advisory LLC
Profile
Mr. Mitchell A.
Goldfeld is a Senior Managing Director at RPg Family Wealth Advisory LLC.
He has over 20 years of investment and wealth management experience.
Prior to joining RPg Family Wealth Advisory, Mr. Goldfeld spent six years as a Managing Director and Senior Vice-President at Detwiler Fenton Investment Management.
Prior to that, he was a Vice President of Investments at UBS Financial Services Inc. He began his career as an Analyst at Goldman Sachs and later as a Research Analyst at Wellington Management.
He earned a B.S.
in Economics (High Honors) from State University of New York at Binghamton, and earned his MBA in Finance from the Wharton School of Business at the University of Pennsylvania.
In 2008, he earned his Certified Investment Management Analyst designation through the Investment Management Consultants Association and, in 2014, his IMCA Advanced Investment Strategist Certificate in Portfolio Risk Management.
Mitch Goldfeld active positions
| Companies | Position | Start |
|---|---|---|
RPg Family Wealth Advisory LLC
 RPg Family Wealth Advisory LLC Investment ManagersFinance RPg Family Wealth Advisory LLC (FWA) is a registered investment advisor and multi-family office headquartered in Burlington, Massachusetts. Itwas founded by David M. Gatti and Jason A. McGinty in 2011. The firm is a wholly-owned subsidiary of Risk Paradigm Group Holdings LLC. FWA provides customized wealth advisory services to individuals, high net worth individuals, trusts, estates, charities, businesses and retirement plans. | Investment Committee Member | 2015-05-31 |
Former positions of Mitch Goldfeld
| Companies | Position | End |
|---|---|---|
Detwiler Fenton Investment Management LLC
 Detwiler Fenton Investment Management LLC Investment ManagersFinance Detwiler Fenton Investment Management LLC provides tactical advisory and portfolio management services. Its advisory management practice is a holistic application of its institutional research and knowledge-based investing heritage. The firm’s managers oversee a number of core investment models and strategies, some more suited to specific periods in the business and market cycles and more opportunistic strategies are continuously being constructed, allowing customers to gain managed exposure to relevant market opportunity for defined periods of time. The company is headquartered in Boston, MA. | Portfolio Manager-Equities | 2015-05-31 |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - |
Training of Mitch Goldfeld
| State University of New York at Binghamton | Undergraduate Degree |
| University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Detwiler Fenton Investment Management LLC
Detwiler Fenton Investment Management LLC Investment ManagersFinance Detwiler Fenton Investment Management LLC provides tactical advisory and portfolio management services. Its advisory management practice is a holistic application of its institutional research and knowledge-based investing heritage. The firm’s managers oversee a number of core investment models and strategies, some more suited to specific periods in the business and market cycles and more opportunistic strategies are continuously being constructed, allowing customers to gain managed exposure to relevant market opportunity for defined periods of time. The company is headquartered in Boston, MA. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
RPg Family Wealth Advisory LLC
RPg Family Wealth Advisory LLC Investment ManagersFinance RPg Family Wealth Advisory LLC (FWA) is a registered investment advisor and multi-family office headquartered in Burlington, Massachusetts. Itwas founded by David M. Gatti and Jason A. McGinty in 2011. The firm is a wholly-owned subsidiary of Risk Paradigm Group Holdings LLC. FWA provides customized wealth advisory services to individuals, high net worth individuals, trusts, estates, charities, businesses and retirement plans. | Finance |
- Stock Market
- Insiders
- Mitch Goldfeld
