Barry Goldstein
About Barry Goldstein
Barry Goldstein serves as the Senior Vice President of Investments at UBS Financial Services Inc., where he has worked since 2007. With over 23 years of experience at Morgan Stanley Smith Barney and a legal education from the University of Miami, he is a seasoned professional in the wealth management sector based in San Francisco.
Work at UBS
Barry Goldstein has been employed at UBS Financial Services Inc. as a Senior Vice President of Investments since 2007. His tenure at UBS spans over 17 years, reflecting a sustained commitment to the firm and the wealth management sector. He operates from the UBS office located at 555 California Street, San Francisco, CA 94104. In this role, he focuses on providing investment strategies and wealth management solutions to clients, leveraging his extensive experience in the financial industry.
Previous Experience at Morgan Stanley Smith Barney
Prior to joining UBS, Barry Goldstein worked at Morgan Stanley Smith Barney for 23 years, from 1984 to 2007. During his time there, he held the position of Senior Vice President of Investments. This long tenure contributed to his deep understanding of investment strategies and client management within the wealth management sector.
Education and Expertise
Barry Goldstein earned his Juris Doctor (JD) degree from the University of Miami School of Law, where he studied from 1972 to 1975. He also holds a Bachelor of Arts in Political Science from Kent State University, where he studied from 1968 to 1972. His educational background provides a solid foundation for his expertise in investments and wealth management.
Licenses and Certifications
Barry Goldstein is licensed to practice in multiple states, including Arizona, Colorado, Florida, Massachusetts, Missouri, New Mexico, Nevada, New York, Pennsylvania, and Texas. This wide range of licenses allows him to serve a diverse clientele across various regions, enhancing his ability to provide tailored investment solutions.
Background
Based in San Francisco, California, Barry Goldstein contributes to the wealth management sector in one of the major financial hubs in the United States. His extensive career in finance, combined with his legal education, positions him as a knowledgeable professional in the field of investments.