Richard Goldberg

Richard Goldberg is an educator, investment banker (M&A), and author with extensive expertise in the global financial sector since the early 1980s.

He has advised leading financial institutions on cross-border mergers and acquisitions totaling over $100 billion, working with organizations such as Bank of America, DE Shaw, HSBC, JP Morgan Chase, Morgan Stanley, and UBS. His Wall Street career includes senior roles at BlackRock, Lehman Brothers, and Lazard.

Beyond investment banking, Richard has been active in asset management and growth companies, serving as co-CEO and board member of a former publicly traded (NYSE) asset manager, advising growth companies as a senior advisor at Needham & Company, and currently sitting on the boards of two early-stage financial technology firms.

In academia, Richard is a faculty member at Columbia University’s School of International and Public Affairs (SIPA) and School of Professional Studies, teaching courses on the international financial services industry and convergence of banking and technology (fintech). He is an emeritus member of the SIPA Advisory Board.

He is also the author of the best-selling book The Battle for Wall Street (Wiley), has taught graduate courses at Brandeis University’s International Business School as a senior lecturer, and provides industry commentary on Bloomberg TV and NPR, with guest lectures at leading universities in the U.S. and Europe.