Robert M. Goldman, CFA

Robert M. Goldman, CFA

Founder and President

Director of Research, Head of U.S. Equities, and Head of Global Emerging Markets at major international banks. Several time Institutional Investor All America Research Analyst.


  • Years in capital markets and banking – 26
  • Industry/sector expertise – healthcare, industrials, energy, mining
  • Geographic experience – Worldwide
  • Firms – Citigroup (Smith Barney), Morgan Stanley (Dean Witter Reynolds), BNP Paribas (Banque Paribas), Credit Agricole (Credit Lyonnais)
  • Positions – Head of U.S. Equities, Head of Global Emerging Markets, Head of Investment Banking, Director of Research, Research Analyst
  • Education – MBA (Harvard), BS Chemical Engineering (Rensselaer Polytechnic Institute)
  • Awards – Institutional Investor All America research analyst for U.S. healthcare and Latin America conglomerates.
  • Licenses/Certifications – CFA, FINRA 7, 9, 10, 16, 24, 63, 87

Robert M. Goldman, CFA, our Founder and President, has built credibility with the world’s most sophisticated investors in an investment career spanning three decades. He knows how to enunciate a company’s story and how to leverage his own credibility for the benefit of his clients. Bob has served as Head of U.S. Equities (research, institutional sales, and trading) for Credit Agricole (Credit Lyonnais), Head of Global Emerging Markets (research and institutional sales) and a member of the Global Equity Executive Committee for BNP Paribas (Banque Paribas), Director of Research for both BNP Paribas and Credit Agricole, Head of the Internet Development Group at BNP Paribas, and a highly ranked analyst for Citigroup (Salomon Smith Barney) and Morgan Stanley (Dean Witter Reynolds). Bob is the only analyst known to have won Institutional Investor’s All America Research awards for both the U.S. healthcare sector (medical devices and supplies) and the Latin America conglomerates sector (industrials, oil & gas, mining) – both while a Managing Director at Citigroup. He was also ranked as the #1 pharmaceutical stock picker in the Wall Street Journal’s inaugural Best of the Street rankings – while at Morgan Stanley. During his career, Bob initiated and ran the healthcare banking efforts for a healthcare boutique sell-side firm, where he sourced and closed a variety of private and public deals with companies based in the U.S., Europe, and Australia. Early in his career, Bob served as the Manager of New Business Development for what became the bioscience division of Baxter International, a process engineer for General Electric, and a consultant for Arthur D. Little. Bob took a brief sabbatical to become a member of Americorps (the National Community Service Corporation) and served as a math teacher to inner city students. He holds an MBA from Harvard, a BS in Chemical Engineering from Rensselaer Polytechnic Institute., and is a member of the he national engineering and chemistry honorary societies . Bob holds FINRA series 7, 9, 10, 16, 24, 63, and 87 licenses.