Graham Goldberg, CFP, CFA

Graham has over 25 years’ experience in investment management. He began his career with Bank of America managing investments received through on loan restructurings and bankruptcy reorganizations. After Bank of America Graham joined Clarium Capital Management, a global macro hedge fund, where he served as Director of Equity Research. 

Graham received his BA from Lehigh University is a holder of both the Certified Financial Planner (CFP™) and Chartered Financial Analyst (CFA^®) designations. 

Graham lives in Westchester County, New York where he enjoys reading, entertaining and hiking.

CFP™ certification is the standard of excellence in financial planning. CFP^® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

The CFA^® designation is the highest distinction in the investment management profession. The Chartered Financial Analyst credential is held by 147,000 professionals worldwide. The charter gives a strong understanding of advanced investment analysis and real-world portfolio management skills. The CFA Program is a graduate-level program divided into three levels of six hour exams. In addition to successful completion on of the examinations, four years of professional work experience in the investment decision-making process and at least two investment professional references are necessary before receiving the Charter. Charterholders must submit ethics verifications annually.