Steve Goodman, CFA, CMT
Stephen D. Goodman, CFA, CMT is Vice President, Planner Strategist in the Wealth Planning and Advisory Group. Steve has held positions of responsibility in the investment industry
since 1993, including Financial Planner, Credit Analyst, Fixed Income Analyst, Senior Research Analyst, Mutual Fund Portfolio Manager, Investment Director for a Registered Investment Advisory Firm in Bloomfield Hills, and the Chief Investment Officer for a Registered Investment Advisory Firm in Auburn Hills. His responsibilities included directing the investment management process, overseeing the client investment reporting process, trade executions, and providing counsel to clients on the financial markets.
Stephen is your main point of contact, focusing on your entire financial picture and responsible for having the most complete understanding of your overall objectives and needs. If you have questions, your Relationship Officer will either have the answers or know where to find them, working closely with the other members of your client services team.
He holds a B.B.A. in finance from Eastern Michigan University and an M.S. in finance from Walsh College. Steve holds the Chartered Financial Analyst (CFA) and Chartered Market
Technician (CMT) designations.