Gene Fitzgerald Goldman
Direktor der Forschung - Eigenkapital bei Cetera Investment Management LLC
Profil
Mr. Gene F.
Goldman, CFA MBA, is a Chief Investment Officer & Director of Research at Cetera Investment Management LLC.
He is responsible for the strategic direction and continued growth of the firm’s research offerings.
His role includes setting the vision for superior capabilities and enabling the delivery of objective investment advice.
He provides day-to-day oversight of Cetera Investment Management, with a focus on providing unbiased research about the economy and financial markets, asset allocation strategies, mutual funds and other investment related topics.
Mr. Goldman also helps oversee the investment committee and their commitment to delivering thought leadership on the economy, financial markets and investment strategies, as well as implementation and practice recommendations for advisors.
He has more than 24 years of experience in the development of investment strategies, money manager research and overseeing investment analysts.
Previously, Mr. Goldman was a vice president and market strategist with LPL Financial, where he helped in the development and articulation of market and investment strategies.
Before this role, he served as lead strategist in the manager strategy group, where he supervised the research and analysis performed by the team’s analysts in the LPL Financial centrally managed and open architecture mutual fund and separately managed account platforms.
Prior to joining LPL Financial in 1996, Mr. Goldman spent two years at Liberty Financial, where he was a mutual fund product analyst within the Research Department.
He received his Bachelor of Science in Engineering from Worcester Polytechnic Institute in Worcester, MA, and his Master of Business Administration with a concentration in finance from Northeastern University in Boston.
He also holds Series 7 and 63 securities registrations and is a Chartered Financial Analyst® (CFA) charterholder.
Aktive Positionen von Gene Fitzgerald Goldman
Unternehmen | Position | Beginn |
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Cetera Investment Management LLC
Cetera Investment Management LLC Investment ManagersFinance Founded in 2012, Tower Square Investment Management LLC (TSIM) is a registered investment advisor located in El Segundo, California. The firm is a subsidiary of Cetera Financial Group, Inc. and their ultimate parent is RCS Capital Corp. (OTCMKTS: RCAP). Tower Square provides services to other investment advisers, broker-dealers, and their clients. They do not contract directly with individual investors. Instead, they are hired by related firms to provide management services to their clients. TSIM's strategies are mostly used as a foundation for another investment advisors' advisory programs. | Direktor der Forschung - Eigenkapital | 01.07.2015 |
Ehemalige bekannte Positionen von Gene Fitzgerald Goldman
Unternehmen | Position | Ende |
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Liberty Financial Group, Inc. (Hatfield, Pennsylvania)
Liberty Financial Group, Inc. (Hatfield, Pennsylvania) Finance/Rental/LeasingFinance Part of United Community Banks, Inc., Liberty Financial Group, Inc. is a company based in Hatfield, PA. The company provides direct financing and leasing for all types of new and used essential commercial equipment. For more information, customers can call 800-422-1844. | Analyst-Equity | 31.12.1995 |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Analyst-Equity | - |
Ausbildung von Gene Fitzgerald Goldman
Northeastern University | Masters Business Admin |
Worcester Polytechnic Institute | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
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Private Unternehmen | 3 |
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Liberty Financial Group, Inc. (Hatfield, Pennsylvania)
Liberty Financial Group, Inc. (Hatfield, Pennsylvania) Finance/Rental/LeasingFinance Part of United Community Banks, Inc., Liberty Financial Group, Inc. is a company based in Hatfield, PA. The company provides direct financing and leasing for all types of new and used essential commercial equipment. For more information, customers can call 800-422-1844. | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Cetera Investment Management LLC
Cetera Investment Management LLC Investment ManagersFinance Founded in 2012, Tower Square Investment Management LLC (TSIM) is a registered investment advisor located in El Segundo, California. The firm is a subsidiary of Cetera Financial Group, Inc. and their ultimate parent is RCS Capital Corp. (OTCMKTS: RCAP). Tower Square provides services to other investment advisers, broker-dealers, and their clients. They do not contract directly with individual investors. Instead, they are hired by related firms to provide management services to their clients. TSIM's strategies are mostly used as a foundation for another investment advisors' advisory programs. | Finance |