Ron Goldstein

As CFO, Ron Goldstein ensures that the flow of money through Relevant and its flagship product, Relevant EquityWorks, meets the latest and highest accounting standards. He is passionate about deploying the most efficient processes and technologies available. For example, Ron personally oversees audit and SOC 2 certification effort from the American Institute of CPAs (AICPA).

Ron is an analytical thinker with the ability to develop both strategic and tactical plans. Before joining Relevant, he was CFO for several private and venture-backed firms. In one instance, he brought a $3m startup to a nearly $1b business listed on the NYSE. That experience, coupled with having run his own successful CPA practice, gives him the accounting background and business acumen critical to the growth of Relevant and private equity and real estate clientele.

Highly connected throughout the Boston-area CPA community, he is a member of the Massachusetts Society of CPAs as well as the AICPA.

He graduated from Boston University with degrees in Accounting and Business Administration, as well as, an MBA - Finance.