Rich Goldstein

Portfolio Manager-Equities at

Mercer Global Advisors, Inc.

Consumer Services

Finance

Profile

Mr. Richard M.
Goldstein, CPA, is a Senior Wealth Advisor at Mercer Global Advisors, Inc. Mr. Goldstein was previously employed as a President & Chief Compliance Officer by Goldstein Munger + Associates.
He has a Bachelor of Arts in Accounting from San Francisco State University.
He also graduated from Golden Gate University with master’s degrees in taxation and Personal Financial Planning.

Rich Goldstein active positions

Companies	Position	Start
Mercer Global Advisors, Inc. Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Advisors' approach to portfolio construction centers on building risk-appropriate, globally diversified portfolios that diversified both across and within asset classes. The firm takes a systematic, long-term approach to investing and building wealth.	Portfolio Manager-Equities	-

All active positions of Rich Goldstein

Former positions of Rich Goldstein

Companies	Position	End
Goldstein Munger + Associates Goldstein Munger + Associates Investment ManagersFinance GM+A utilizes a combination of fundamental, technical and cyclical analysis. These methods of analysis are used as part of a long-term, buy and hold strategy based on academic research and historical evidence. The firm primarily selects low cost mutual fund and exchange traded index fund vehicles in their portfolio. They also use actively managed mutual funds and exchange traded funds when they expect the fund to outperform the fund’s index equivalent on an after tax basis over a long period of time.	Chief Executive Officer	-

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Linked companies

Private companies	4
Golden Gate University Golden Gate University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
San Francisco State University San Francisco State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Mercer Global Advisors, Inc. Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Advisors' approach to portfolio construction centers on building risk-appropriate, globally diversified portfolios that diversified both across and within asset classes. The firm takes a systematic, long-term approach to investing and building wealth.	Finance
Goldstein Munger + Associates Goldstein Munger + Associates Investment ManagersFinance GM+A utilizes a combination of fundamental, technical and cyclical analysis. These methods of analysis are used as part of a long-term, buy and hold strategy based on academic research and historical evidence. The firm primarily selects low cost mutual fund and exchange traded index fund vehicles in their portfolio. They also use actively managed mutual funds and exchange traded funds when they expect the fund to outperform the fund’s index equivalent on an after tax basis over a long period of time.	Finance