Gene Goldman — SPARQNOW

At-a-Glance

Serves as a Chief Investment Officer and Portfolio Manager.
Specializes in financial markets and investment strategy, including asset allocation.
Manages multi-asset class portfolios of mutual funds and ETFs.
Conducts due diligence and analysis for mutual funds and separately managed accounts.
Performs individual equity analysis.
Articulates research processes, initiatives, and other investment topics.

Biography

Gene Goldman, CFA, serves as a Chief Investment Officer and Portfolio Manager. His expertise lies in financial markets and investment strategy, encompassing asset allocation, equities, fixed income, and alternative investments.

He is responsible for managing multi-asset class portfolios, which include mutual funds and ETFs. Goldman also conducts due diligence and analysis for mutual funds and separately managed accounts, alongside performing individual equity analysis.