Spencer Goldstein has over 20 years’ experience in the financial services industry and leads OneDigital’s Institutional Asset Management business. Spencer’s team is at the forefront of helping organizations navigate the complex aspects of managing institutional assets to align with core missions, objectives, liabilities, and liquidity needs.
Spencer holds a Series 66 registration and is a CFA Charter holder. Spencer earned his Master of Finance and BS in Management from Tulane University’s A.B. Freeman School of Business in New Orleans, LA.
