Senior Operations Associate
“Our mission is to preserve and grow client assets to protect their present and enable their future.”
- Joined Polen Capital: 2021
- Education: B.A. in Economics from Yeshiva University
- Primary Responsibility: Is a member of the Operations team and is responsible for providing operational support for all Polen Capital retail and institutional clients
- Special Interests: Spending time with family, playing basketball, and cooking
Mr. Goldstein joined Polen Capital in 2021. Prior to joining Polen Capital, Mr. Goldstein was Assistant Controller at NuVerse Advisors, where he spent seven years in various Trading and Operations roles. Mr. Goldstein received his B.A. in Economics from Yeshiva University.
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