Russell Goldstein is a Private and Institutional Client Advisor at Bank of America Private Bank in Scottsdale, Arizona. He has a passion for working with philanthropists, foundations, and nonprofit organizations, who are committed to making a difference in their communities. He leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies that provide financial and philanthropic clarity for impact focused individuals and organizations.   He has more than 20 years of experience at Bank of America.

Russell joined the Private Bank (formerly U.S. Trust) in 2002. He is a CERTIFIED FINANCIAL PLANNER^™ professional and holds the Chartered Advisor in Philanthropy^® and the Chartered SRI Counselor^™ designations. A graduate of the social impact strategy program at the University of Pennsylvania School for Social Policy and Practice, he also earned a master’s degree in sustainability leadership at Arizona State University (ASU). 

Russell is BoardSource Certified Governance Trainer and a frequent presenter at national conferences focused on planned giving, philanthropy and building exceptional boards. He serves on the national board of SEEDSPOT, a social entrepreneur incubator. He also serves on the Advisory Board of the National Park Trust. In the community, he serves on boards with ASU School of Sustainability alumni and the Center for Jewish Philanthropy. He also serves on the advisory boards of Phoenix Fashion Week and the Intentional Endowment Network working group. Russell is a past president and advisory board member of the Planned Giving Roundtable of Arizona.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^® and CERTIFIED FINANCIAL PLANNER^™ in the U.S.

The CAP^® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.

Chartered SRI Counselor^™, CSRIC^® and the CSRIC^® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.