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Cfp® Russell Goldstein
Institutional Client Advisor at U.S. Trust, Bank of America
Russell Goldstein, CFP®, CAP®, CSRIC™, is a Senior Vice President and Private Client Advisor at Bank of America Private Bank.1 He also serves as an Institutional Client Advisor, specializing in working with institutions and foundations.2
With over 21 years of experience at Bank of America, Goldstein has established himself as a prominent figure in the banking and financial advisory sector.3 His expertise lies in providing financial guidance to both private clients and institutional entities.
Goldstein holds several professional certifications, including:
- CFP® (Certified Financial Planner)
- CAP® (Chartered Advisor in Philanthropy)
- CSRIC™ (Chartered SRI Counselor)
These certifications demonstrate his comprehensive knowledge in financial planning, philanthropic advising, and sustainable, responsible, and impact investing.1
Based in Arizona, Goldstein is known for his passion for working with institutions and foundations, leveraging his expertise to provide tailored financial solutions.2 His role involves advising clients on various aspects of wealth management, investment strategies, and institutional financial planning.
