Josh Goldman
Portfolio Manager-Aktien bei Mariner LLC
Profil
Joshua Daniel Goldman is currently working as a Director & Senior Wealth Advisor at Mariner LLC since 2022.
Prior to this, he worked as a Partner & Director of Research at Taylor Wealth Management Partners LLC from 2014 to 2022 and as an Equity Analyst at J&E Davy from 2010 to 2014.
He completed his undergraduate degree from McGill University in 2004 and his graduate and doctorate degrees from Albert Einstein College of Medicine, Inc. in 2007 and 2010 respectively.
Aktive Positionen von Josh Goldman
Unternehmen | Position | Beginn |
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Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Portfolio Manager-Aktien | 01.07.2022 |
Ehemalige bekannte Positionen von Josh Goldman
Unternehmen | Position | Ende |
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Taylor Wealth Management Partners LLC
Taylor Wealth Management Partners LLC Investment ManagersFinance Part of Mariner Wealth Advisors LLC, Taylor Wealth Management Partners LLC provides investment advice. The company is based in Boston, MA. The company was founded in 2014. Hugh Russell Taylor has been the CEO of the company since 2014. Taylor Wealth Management Partners was acquired by Mariner Wealth Advisors LLC on June 01, 2022. | Direktor der Forschung - Eigenkapital | 01.07.2022 |
J&E Davy
J&E Davy Investment Banks/BrokersFinance J&E Davy is a brokerage firm headquartered in Dublin, Ireland. The firm was founded in 1926 and is owned by J & E Davy Holdings, which is a subsidiary of Bank of Ireland Group Plc (LON: BIRG). J&E Davy delivers world class outcomes to corporate and institutional clients through research and insights, expert execution and their strong access to distribution networks. They provide expert equity, debt, strategic and sustainability advice with a deep understanding of global markets, innovative capital raising solutions and specialist advisory capabilities. Their Capital Markets advisory team focuses on Irish and UK corporates with distribution and access to institutional investors across the globe. | Analyst-Equity | 01.03.2014 |
Ausbildung von Josh Goldman
Albert Einstein College of Medicine, Inc. | Doctorate Degree |
McGill University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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Taylor Wealth Management Partners LLC
Taylor Wealth Management Partners LLC Investment ManagersFinance Part of Mariner Wealth Advisors LLC, Taylor Wealth Management Partners LLC provides investment advice. The company is based in Boston, MA. The company was founded in 2014. Hugh Russell Taylor has been the CEO of the company since 2014. Taylor Wealth Management Partners was acquired by Mariner Wealth Advisors LLC on June 01, 2022. | Finance |
J&E Davy
J&E Davy Investment Banks/BrokersFinance J&E Davy is a brokerage firm headquartered in Dublin, Ireland. The firm was founded in 1926 and is owned by J & E Davy Holdings, which is a subsidiary of Bank of Ireland Group Plc (LON: BIRG). J&E Davy delivers world class outcomes to corporate and institutional clients through research and insights, expert execution and their strong access to distribution networks. They provide expert equity, debt, strategic and sustainability advice with a deep understanding of global markets, innovative capital raising solutions and specialist advisory capabilities. Their Capital Markets advisory team focuses on Irish and UK corporates with distribution and access to institutional investors across the globe. | Finance |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |