Brian Goodstadt, CFA
Managing Partner, Private Wealth Advisor
With over 30 years of experience in the investment industry and over 15 years of working directly with individual clients, I've learned that building a personal connection is just as important as managing assets. That's why I make sure to always ensure that my advice is honest and objective.
I aim to develop relationships with clients to help optimize their financial future and I am committed to upholding the highest ethical standards, so you can trust that my advice is always in your best interest. I provide investment management, tax planning, retirement planning, and other wealth management services, and I'd be happy to help you make informed decisions about your financial future.
I earned my bachelor’s degree from Boston University and my MBA from Columbia University. I am a past President of the CFA Society of Colorado, and I currently serve as a volunteer on the CFA Institute's Disciplinary Review Committee. When I'm not in the office, you can usually find me out in nature with my wife Laney, and our dog Sunrise. Hiking, skiing, and being outdoors are my passions, but I also love to sit inside with a good book, whether it's fiction or nonfiction. I grew up in Queens, NY, and lived in Manhattan for a decade, but I have called the beautiful mountain town of Evergreen, Colorado my home since 2002.