Rothstein Kass has appointed Kevin M Goldstein as a director in the firm’s business advisory services practice in its New York City office.
With more than two decades of experience developing strategic planning, business development and technology solutions for many of the industry’s largest financial institutions, Goldstein will advise clients, including hedge funds, funds of funds, mutual funds, private equity managers, broker-dealers, RIAs and family offices, on matters such as business strategy, new product development, infrastructure, technology assessments and more.
“Kevin is well-respected in the alternative investments space and has a proven track record of developing innovative but practical solutions for a wide range of companies,” says Jeff Kollin, principal in the financial services advisory practice at Rothstein Kass. “His wealth of knowledge and diverse experience will help give our clients the critical competitive edge that helps them stay one step ahead of their competition. He’s a great example of the kind of individual that drives this firm forward, and we are excited to have someone like Kevin join our team.”
Prior to joining Rothstein Kass, Goldstein was the co-founder and CEO of Auxia Partners, a provider of virtual and cloud technology solutions primarily to alternative investments firms. Previously, he was partner/global head of strategy and business development for NorthPoint Solutions, a technology consulting firm, where he developed and managed the financial services practice with a focus on alternative asset managers. Goldstein also previously held a senior position in institutional fixed income sales and trading at Citicorp Securities.
“Rothstein Kass has earned its reputation as one of the premier leaders in the alternative investments space because of its high caliber employees and the experiences they bring,” says Goldstein. “I look forward to working in an environment that values and fosters collaboration with each other as well as clients. I am excited to bring my own perspectives, insights and skills to the team.”