Gene Goldman, CFA

Responsible for the strategic direction and continued growth of firm’s research offerings to advisors and clients. Role includes setting the vision for superior research capabilities and enabling the delivery of objective investment advice. Provides day to day oversight of the Cetera research team which focuses on providing unbiased research about the economy and financial markets, asset allocation strategies, mutual funds and other investment related topics. Portfolio manager of two sets of multi-asset class portfolios utilizing mutual funds and ETFs. Chairs firm's investment committee. Helped to establish Cetera Investment Management.