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Todd Goldman
Portefeuillebeheerder-Aandelen bij Westmount Asset Management LLC
Profiel
Mr. Todd A.
Goldman is a Senior Advisor at Westmount Asset Management LLC.
He brings his sharp intellect and diverse experience to bear on behalf of clients, helping them plan business exits, philanthropic giving, and preparing the next generation for their wealth.
Mr. Goldman started his career as an engineer at NASA, then worked as a creative executive in television.
In 2003, he entered the financial services industry.
He spent six years at City National in their entertainment division, serving as managing partner of a six-member wealth management team that served the needs of high-net-worth and ultra-high-net-worth families.
Mr. Goldman received his degree in mechanical engineering from the University of Maryland.
Actieve functies van Todd Goldman
Bedrijven | Functie | Begin |
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Westmount Asset Management LLC
![]() Westmount Asset Management LLC Investment ManagersFinance Westmount Asset Management LLC (Westmount) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Robert A. Berliner and James E. Berliner in 1990. Westmount provides various investment advisory services to pension and profit-sharing plans, non-profits, estates and trusts, corporations, partnerships and individuals. | Portefeuillebeheerder-Aandelen | 01-02-2016 |
Eerdere bekende functies van Todd Goldman
Bedrijven | Functie | Einde |
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iCapital Alternative Investments LLC
![]() iCapital Alternative Investments LLC Investment ManagersFinance iCapital Alternative Investments LLC (iCapital) is an alternative investment management firm headquartered in New York City. The firm was founded in 1986 and formerly known as Merrill Lynch Alternative Investments LLC. They are a subsidiary of Institutional Capital Network, Inc. iCapital offers access to a variety of hedge funds, including single and multi-strategy funds for advisors, their high-net-worth client base, asset managers, and banks. | Corporate Officer/Principal | 02-01-1990 |
NASA Glenn Research Center | Corporate Officer/Principal | - |
Steven Bochco Productions, Inc.
![]() Steven Bochco Productions, Inc. BroadcastingConsumer Services Steven Bochco Productions, Inc. produces and broadcast television programs. It works on contract with Touchstone Television, Twentieth Century Fox Television, etc. The company was founded by Steven Bochco in 1987 and is headquartered in Los Angeles, CA. | Corporate Officer/Principal | - |
City National Bank (Los Angeles, California)
![]() City National Bank (Los Angeles, California) Major BanksFinance City National Bank engages in the provision of banking services. It offers commercial, private, preferred, wealth management, international banking, treasury management, and real estate services. The company was founded on January 4, 1954 and is headquartered in Los Angeles, CA. | Corporate Officer/Principal | - |
Telemus Capital LLC
![]() Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. | Corporate Officer/Principal | - |
Opleiding van Todd Goldman
University of Maryland | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 6 |
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Westmount Asset Management LLC
![]() Westmount Asset Management LLC Investment ManagersFinance Westmount Asset Management LLC (Westmount) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Robert A. Berliner and James E. Berliner in 1990. Westmount provides various investment advisory services to pension and profit-sharing plans, non-profits, estates and trusts, corporations, partnerships and individuals. | Finance |
Telemus Capital LLC
![]() Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. | Finance |
City National Bank (Los Angeles, California)
![]() City National Bank (Los Angeles, California) Major BanksFinance City National Bank engages in the provision of banking services. It offers commercial, private, preferred, wealth management, international banking, treasury management, and real estate services. The company was founded on January 4, 1954 and is headquartered in Los Angeles, CA. | Finance |
iCapital Alternative Investments LLC
![]() iCapital Alternative Investments LLC Investment ManagersFinance iCapital Alternative Investments LLC (iCapital) is an alternative investment management firm headquartered in New York City. The firm was founded in 1986 and formerly known as Merrill Lynch Alternative Investments LLC. They are a subsidiary of Institutional Capital Network, Inc. iCapital offers access to a variety of hedge funds, including single and multi-strategy funds for advisors, their high-net-worth client base, asset managers, and banks. | Finance |
Steven Bochco Productions, Inc.
![]() Steven Bochco Productions, Inc. BroadcastingConsumer Services Steven Bochco Productions, Inc. produces and broadcast television programs. It works on contract with Touchstone Television, Twentieth Century Fox Television, etc. The company was founded by Steven Bochco in 1987 and is headquartered in Los Angeles, CA. | Consumer Services |
NASA Glenn Research Center | Government |