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Brett Goldstein

Brett Goldstein

Senior Vice President of Wealth Management | Vanderbilt Financial Group

New York, United States

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Brett Goldstein

Summary

Brett Goldstein is a seasoned financial services professional with nearly two decades of experience, currently serving as the Senior Vice President of Wealth Management at Vanderbilt Financial Group. His expertise lies in asset allocation, risk management, and relationship management, particularly within fixed income and tax-advantaged strategies. Brett distinguishes himself through his commitment to building strong personal relationships with clients, ensuring that their financial goals are met with tailored strategies. He holds an M.B.A. in International Business from Quinnipiac University, which complements his extensive practical knowledge in the industry. Brett's career path includes significant roles at notable firms such as UBS Financial Services and Oppenheimer, showcasing his deep-rooted expertise in wealth management. He is passionate about financial planning and believes it should be accessible to everyone. His leadership in the financial sector reflects a dedication to both client success and industry innovation.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Brett Goldstein

Work Experience

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Senior Vice President of Wealth Management at

Vanderbilt Financial Group

April 2019 - Present

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Senior Vice President - Wealth Management at

UBS Group AG

February 2009 - April 2019

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Senior Vice President at

Crystal Bay Cafe

January 2003 - January 2009

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Senior Vice President at

CIBC Capital Markets

October 1998 - January 2003

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Brett Goldstein

Education

Frequently Asked Questions about Brett Goldstein

What is Brett Goldstein email address?

Brett Goldstein's primary email address is **********@vanderbiltsecurities.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Brett Goldstein work for?

Brett Goldstein is a Senior Vice President of Wealth Management at Vanderbilt Financial Group, a company specializing in Functions related to depository banking.

Where Brett Goldstein graduated from?

Brett Goldstein holds a degree in International Business from Quinnipiac University.

How can I directly contact Brett Goldstein?

To contact Brett Goldstein directly, you can use the email address **********@vanderbiltsecurities.com. Complete contact information is available upon registration with Muraena.

Who is Brett Goldstein?

Brett Goldstein is a seasoned financial services professional with nearly two decades of experience, currently serving as the Senior Vice President of Wealth Management at Vanderbilt Financial Group. His expertise lies in asset allocation, risk management, and relationship management, particularly within fixed income and tax-advantaged strategies. Brett distinguishes himself through his commitment to building strong personal relationships with clients, ensuring that their financial goals are met with tailored strategies. He holds an M.B.A. in International Business from Quinnipiac University, which complements his extensive practical knowledge in the industry. Brett's career path includes significant roles at notable firms such as UBS Financial Services and Oppenheimer, showcasing his deep-rooted expertise in wealth management. He is passionate about financial planning and believes it should be accessible to everyone. His leadership in the financial sector reflects a dedication to both client success and industry innovation.

Brett`s contact details

mail

**********@vanderbiltsecurities.com

**********@joinvanderbilt.com

Colleagues

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Daniel Antenor

Chief Operating Officer

Ellen Meyerson

Wealth Manager, Senior Vice President

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Heidi Distante

Chief Executive Officer

Israel Harman

Vice President

Valentina Solomita

Senior Vice President

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