Matt Goldstein

Matt Goldstein is a seasoned financial professional with extensive experience in financial planning, advisory services, and wealth management. Currently serving as Managing Director and Private CFO at oXYGen Financial since March 2021, Matt Goldstein previously held key positions at U.S. Bancorp Investments, Inc. from April 2012 to March 2021, including Wealth Management Advisor and Vice President of Wealth Management/Regional Director for the Rocky Mountain Region. Prior roles include Branch Manager and Financial Advisor at Ameriprise Financial Services, Inc. from February 2011 to April 2012, as well as Southeast Regional Director from June 1995 to March 2009. Matt Goldstein holds an Executive Leadership degree from The Wharton School and a Bachelor of Science in Finance and Multinational Business from Florida State University.