Educator, investment banker and author – Richard Goldberg has been an authority on the global financial sector since the early 1980’s.
Richard has advised a number of the world’s leading financial institutions including commercial and investment banks, finance companies, hedge funds as well as insurers in cross border mergers & acquisitions. He has worked with a vast array of financial decision makers at, and not limited to, Allianz, Bank of America, DE Shaw, GE Capital, HSBC, JP Morgan Chase, Morgan Stanley and UBS. His Wall Street career included senior positions at Lehman Brothers, Lazard and Wasserstein Perella.
In addition to Richard’s investment banking experience, he has been involved with the asset/wealth management sector. Specifically, he was partner at BlackRock and has served as a co-CEO and board member at the publicly traded manager, Manning & Napier. He has also advised growth companies and their investors as a senior advisor at Needham & Company.
On the academic front, Richard is a member of the faculty and Advisory Board of Columbia University’s School of International and Public Affairs. He teaches an award-winning class on the international financial services industry, and has served as a faculty advisor to the School’s Finance Society.
Furthermore, Richard has authored a best selling list book, “The Battle for Wall Street” (publisher: Wiley), taught graduate courses at Brandeis University’s International Business School as a Senior Lecturer, provided industry commentary on Bloomberg TV and NPR, and guest lectured at prominent USA and European universities.
- M.B.A., University of Pennsylvania, Wharton Business School
- B.S., Mathematics, Boston College