Russell S Goldstein

Senior Vice President, Private Client Advisor

Institutional Client Advisor

Professional Profile

Russell Goldstein CFP®, CAP® is a Private Client Advisor and Institutional Client Advisor at Bank of America Private Bank with over 18 years of experience in financial services. In his role, he is responsible for identifying the needs and advising philanthropists, foundations and nonprofits. He provides guidance and sets the strategic direction for individuals and organizations focused on the community. This experience consists of education, advice, implementation, execution and monitoring focused on their needs and mission.

He holds the Chartered Advisor in Philanthropy (CAP®) designation and a graduate of the Social Impact Strategy program at UPenn through the School for Social Policy and Practice. He also has a Masters in Sustainability Leadership from Arizona State University.

He is a National Board member of SeedSpot, a social entrepreneur incubator. Russell serves as President Elect of the Arizona State University School of Sustainability Alumni Board. He is also President Elect of the Arizona Community Foundation Professional Advisory Board. He currently serves as Advisory Board for Scottsdale Museum of Contemporary Art as well as Humanity Chair and Advisory Board Member for Phoenix Fashion Week. He also serves on the Phoenix Art Museum and SARRC, as well as a Committee Member of the Bank of America Charitable Foundation in Arizona. Russell is the Past President and Advisory Board Member of Planned Giving Roundtable of Arizona.

He is a frequent presenter at national conferences focused on planned giving, philanthropy and building exceptional boards. Most recently Russ presented at The Planned Giving Roundtable, The Sanford Institute of Philanthropy at National University and The Harold Grinspoon Life and Legacy Conference in Springfield, MA. 



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

*Chartered Advisor in Philanthropy and the CAP® mark are the property of the American College, which reserves the sole rights to its use, and is used by permission.

*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

David Schumacher

Portfolio Manager

480.624.0587

Todd C. Holsapple

Portfolio Manager

480.624.0390

Michele L Elliott

Private Client Manager

480.624.0376

Paul Williams

Private Client Manager

480.624.0641

Sarah L. Giles

Senior Trust Officer

480.624.0366

John W Ostler

Philanthropic Client Director

213.861.5183

Michael Wagschal

Senior Institutional Sales Director

949.721.7229

Edward M Blake

Senior Trust Officer

240.380.1084

Robert P Goodman

Wealth Strategies Advisor

480.624.0385

Key Contacts

Elizabeth A Stulic

480.624.0585

Tanya Newman

480.624.0407

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (Private Bank) has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.