Brad Goldstein

Brad Goldstein began their work experience in 2014 as a Staff Auditor at Deloitte & Touche LLP. Brad then transitioned to the role of Audit Senior before leaving in February 2018. In 2018, Brad joined Piper Sandler as an Investment Banking Analyst, where they worked until August 2019. Brad then moved to TM Capital Corp., where they started as an Investment Banking Analyst in September 2019. Brad progressed to the role of Investment Banking Associate, working until December 2022. Currently, they serve as an Investment Banking Vice President at TM Capital Corp. starting from January 2023.

Brad Goldstein completed their education at the University of Georgia - Terry College of Business. Brad earned a Bachelor of Arts (B.A.) in Accounting from 2009 to 2013. Brad further pursued their education at the same institution and obtained a Master's degree in Accounting from 2013 to 2014. Additionally, they passed Level I of the CFA Program but did not provide specific details regarding the start and end years or the associated degree. Brad also obtained the CPA certification from the VBOA - Virginia Board of Accountancy in March 2016.