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.
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. In the community, he is president of the ASU School of Sustainability alumni board and the Center for Jewish Philanthropy professional advisory network. 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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) 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.
- Arizona State University School of Sustainability
- Stony Brook University
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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
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
For more than 200 years, Bank of America 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.