Russell S Goldstein

Senior Vice President, Private Client Advisor

Institutional Client Advisor

Professional Profile

Russell Goldstein is a Private Client Advisor and Institutional Client Advisor at Bank of America Private Bank in Scottsdale, Arizona. He has a passion for working with institutions, foundations and nonprofit organizations, as well as individuals, who are committed to making a difference in their communities. Russell guides clients in setting strategic direction to pursue their philanthropic and social responsibility goals. He has more than 18 years of experience providing education and working closely with clients to execute and monitor strategies that focus on their needs and mission.   

Russell joined the Private Bank (formerly U.S. Trust) in 2002. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds the Chartered Advisor in Philanthropy® (CAP®) and Chartered SRI Counselor™ (CSRIC™) 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 Arizona Community Foundation professional advisory board. He also serves on the advisory boards of the Scottsdale Museum of Contemporary Art and Phoenix Fashion Week. Russell is a past president and advisory board member of the Planned Giving Roundtable of Arizona.

 


*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.

*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.

*CSRIC™ / Chartered SRI Counselor™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

EDUCATION

  • Arizona State University School of Sustainability
  • Stony Brook University

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

David M Wentland

Portfolio Manager

480.624.0637

Michele L Elliott

Private Client Manager

480.624.0376

Paul Williams

Private Client Manager

480.624.0641

Tim Polson

Private Client Manager

480.624.0658

Sarah L. Giles

Senior Trust Officer

480.624.0366

Gregory Cygan

Senior Trust Officer

480.624.0361

Edward M Blake

Senior Trust Officer

240.380.1084

Robert P Goodman

Wealth Strategies Advisor

480.624.0385

John W Ostler

Philanthropic Client Director

213.861.5183

Michael Wagschal

Senior Institutional Sales Director

949.721.7229

Joseph (Joe) H Bui

Institutional Sales Director

310.785.6042

Key Contacts

Elizabeth (Liz) A Stulic

Private Banking Associate I

480.624.0585

Tanya Newman

Private Banking Associate I

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 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.