Gene Goldman, CFA

Chief Investment Officer & Director of Research

Gene Goldman is responsible for the strategic direction and continued growth of the firm’s research offerings. His role includes setting the vision for superior capabilities and enabling the delivery of objective investment advice. He provides day-to-day oversight of Cetera Investment Management, with a focus on providing unbiased research about the economy and financial markets, asset allocation strategies, mutual funds and other investment related topics. He also leads the investment committee and their commitment to delivering superior investment oversight.

Gene has more than 26 years of experience in the development of investment strategies, money manager research and overseeing investment analysts. Prior to joining Cetera, he served in a variety of roles at LPL Financial including market strategist and lead strategist of the manager strategy group. Earlier in his career, has was a mutual fund product analyst at Liberty Financial.

Gene is frequently cited in a range of national media outlets including The Wall Street Journal, Bloomberg News, The New York Times, Forbes, and Reuters and he is a regular guest on high-profile news networks including CNBC and Fox Business News. He has been a featured or keynote speaker at dozens of industry events.

Gene earned his Bachelor of Science in engineering from Worcester Polytechnic Institute and his Master of Business Administration with a concentration in finance from Northeastern University. He also holds Series 7 and 63 securities registrations and is a Chartered Financial Analyst® (CFA).