Russell Goldstein is senior vice president and private client advisor for U.S. Trust, Bank of America’s Private Wealth Management subsidiary. His responsibility as a private client advisor is to provide comprehensive wealth-management services to the bank’s ultra-affluent clientele in the Pacific Southwest region, including individuals, families, and public and private foundations. He has over fifteen years of experience as a financial consultant, the last seven of which have been with U.S. Trust as a private client advisor.
Goldstein received his bachelor of arts degree from the State University of New York at Stony Brook. He is a Certified Financial Planner (CFP®) and holds a certificate in financial planning from Boston University. He has completed several executive-education and capstone courses in investment management and finance at the Wharton School of the University of Pennsylvania. He is currently enrolled in the certificate program for Chartered Advisor in Philanthropy at the American College of Financial Services.
Among his community-service activities, Goldstein sits on the advisory boards of the Salvation Army, Phoenix Fashion Week, and Planned Giving Round Table of Arizona (PGRTAZ). He is a member of the Central Arizona Estate Planning Council (CAEPC), Arizona Costume Institute (in support of the Phoenix Art Museum’s Fashion Design Department), and Fashion Group International–Arizona. Aside from serving on the advisory board of the Musical Instrument Museum, he has spearheaded efforts for the creation of MIM’s planned-giving program and is a loyal Circle of Friends donor.