GUEST:
Gene Goldman, CFA – Chief Investment Officer and Director of Research, Cetera Investment Management
Gene Goldman 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. Mr. Goldman 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.
Gene Goldman, CFA – Chief Investment Officer and Director of Research, Cetera Investment Management
Gene Goldman 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. Mr. Goldman 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.
ABOUT CETERA® INVESTMENT MANAGEMENT
Cetera Investment Management LLC is an SEC-registered investment adviser owned by Cetera Financial Group®. Cetera Investment Management provides market perspectives, portfolio guidance and other investment advice that can help you advance your business and client relationships. For more information, please reference the Cetera Investment Management LLC.
