Dan's mom was in the bond business for over 30 years. Following in her footsteps, Dan joined Goldstein Capital in 2018. Clients love working with Dan since he is so personable. In addition to client service, Dan oversees operations and provides broad investment management support. On the investment side, he is very involved with our separate accounts, particularly asset allocation.
Dan grew up on Long Island. He earned a bachelor's degree in finance from Hofstra University. He enjoys golf, skiing, basketball and traveling.
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Andy put his career on hold to stay home and raise his three children. We are thrilled that he has chosen Goldstein Capital as a place to resume his professional career. Andy's life experience, great organizational skills and technology background are a big help to Goldstein Capital and our clients.
Andy grew up in northern New Jersey. He earned a bachelor's degree from Rutgers University in Computer Science and Hebraic Studies with a minor in Economics. Andy volunteers for several non-profits and is still involved in raising his family.