Russell S Goldstein
Russell Goldstein CFP®, CAP®, CSRIC® is Managing Director, Private and Institutional Client Advisor at Bank of America Private Bank with over 25 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 client 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 the CSRIC® or Chartered SRI Counselor™ designation. He is 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. Russ is also a Certified BoardSource Governance Trainer. Russell also serves on the Intentional Endowment Network Working Group on Policy and Governance.
He is a National Board member of SeedSpot, a social entrepreneur incubator. He currently serves on the advisory board of the National Park Trust, Teach for America and Phoenix Fashion Week. Russell is the Past President and Advisory Board Member of 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.
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 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 interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.