Brian Goldman

Managing Director, Senior Wealth Advisor

Brian Goldman is an experienced financial professional with a strong background in alternative investments and wealth advisory services. Goldman held the position of Partner in Alternative Investments at C.E. Unterberg, Towbin from 1996 to 2001 and served as Director at Schroders from 1994 to 1996. Since 2002, Goldman has been the Managing Member at Lanx Management, LLC. In October 2024, Goldman will assume the role of Managing Director and Senior Wealth Advisor at GenTrust. Additionally, Goldman worked as a Representative at Alex Brown & Sons from 1990 to 1993. Goldman holds a degree in Finance and Financial Management Services from Syracuse University and attended the Gilman School from 1981 to 1985.

Location

New York, United States

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