Profil
Mr. Steven Goldman is a Portfolio Manager at Ballentine Partners LLC.
He joined the firm in 2016.
His role involves constructing portfolio trading programs, monitoring cash positions and Investment Policy Statement restrictions, executing trades, and assisting in client onboarding.
While at Brandeis, he was a member of TAMID Investment Group where he consulted, researched, and analyzed startups with a student team to suggest business strategies to Israeli CEO’s.
His responsibilities included building the firm’s Customer Relationship Management system, creating investment manager reports, and analyzing client portfolios.
Mr. Goldman received his Bachelor of Arts in Business from Brandeis University.
Aktive Positionen von Steven Goldman
| Unternehmen | Position | Beginn |
|---|---|---|
Ballentine Partners LLC
 Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Trading-Equity | 01.01.2016 |
Ausbildung von Steven Goldman
| Brandeis University | Undergraduate Degree |
Erfahrungen
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Börsennotierte Unternehmen
Private Unternehmen
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Beziehungen ersten Grades
Unternehmen ersten Grades
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Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Finance |
