Rich Goldstein
Portfolio Manager-Equities at Mercer Global Advisors, Inc.
Rich Goldstein active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Portfolio Manager-Equities | - | - |
Career history of Rich Goldstein
Former positions of Rich Goldstein
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chief Executive Officer | 1994-12-31 | - |
| Chief Investment Officer | 1994-12-31 | - | |
| Compliance Officer | 1994-12-31 | - | |
| Founder | 1994-12-31 | - | |
| Portfolio Manager-Equities | 1994-12-31 | - | |
| President | 1994-12-31 | - | |
| Head of Private Banking | 1994-12-31 | - |
Training of Rich Goldstein
| San Francisco State University | Undergraduate Degree |
| Golden Gate University | Graduate Degree |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 2 |
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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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