Wealth Management

Meet Stephen Goodman

Monroe Bank & Trust Wealth Management

Stephen D. Goodman, CFA, CMT is Vice President, Planner Strategist in the Wealth Management 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.

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.

contact Stephen

or call 800-321-0032 for more information.

 

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