People Moves

US Wealth Firm Hires Family Office Man To Boost This Business Area

Eliane Chavagnon Editor Americas 27 May 2014

US Wealth Firm Hires Family Office Man To Boost This Business Area

Manchester Capital Management has hired Daniel Goldstein as a senior managing director in Montecito, CA, tasked with advising clients on wealth management and family office services.

The firm said Goldstein’s experience running a single family office will allow the firm to offer a broader range of related services.

Founded in 1993, MCM is a boutique wealth management firm with a 33-strong team advising wealthy families across the US. The firm has offices in Manchester, Vermont, Montecito, California, Charlottesville, Virginia, and New York.

For 20 years prior to joining, Goldstein advised ultra high net worth families across Europe and in the US on their liquid investments, businesses, structuring, direct real estate investments, family dynamics, yachts, concierge services and philanthropy.

For 15 years, he was a director of a global single family office principally located in Europe, with activities spanning Europe, the US, Africa and India. Previously, he was the investment analyst on a two-person team managing a $1.25 billion portfolio for a US family foundation.    

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