David Jaffa, CFP®
Kevin Elbinger, CFP®

Office & Technology Updates

Gene Goldman, CFA

Panel Q&A 

Gene Goldman is responsible for the strategic direction and continued growth of the firm’s research offerings. His role includes setting the vision for superior capabilities and enabling the delivery of objective investment advice. He provides day-to-day oversight of Cetera Investment Management, with a focus on providing unbiased research about the economy and financial markets, asset allocation strategies, mutual funds and other investment related topics. Mr. Goldman also helps oversee the investment committee and their commitment to delivering thought leadership on the economy, financial markets and investment strategies, as well as implementation and practice recommendations for advisors.

Mr. Goldman has more than 24 years of experience in the development of investment strategies, money manager research and overseeing investment analysts. Previously, he was a vice president and market strategist with LPL Financial, where he helped in the development and articulation of market and investment strategies. Before this role, Mr. Goldman served as lead strategist in the manager strategy group, where he supervised the research and analysis performed by the team’s analysts in the LPL Financial centrally managed and open architecture mutual fund and separately managed account platforms. Prior to joining LPL Financial in 1996, he spent two years at Liberty Financial, where he was a mutual fund product analyst within the Research Department.

Mr. Goldman received his Bachelor of Science in engineering from Worcester Polytechnic Institute in Worcester, MA, and his Master of Business Administration with a concentration in finance from Northeastern University in Boston.

He also holds Series 7 and 63 securities registrations and is a Chartered Financial Analyst® (CFA) charterholder.