People - Michael S. Goldberg

Michael is a Director of Portfolio and Wealth Advisory at BBR Partners and a Partner of the firm. He joined the firm in 2003 and works with clients to develop an overall financial strategy, managing their investments and executing their wealth management plans. Michael has extensive experience implementing a vast array of investment and planning techniques for families and individuals with complicated financial structures. Prior to joining BBR, Michael was a Senior Associate at CMS Companies, an alternative investment and wealth transfer advisory firm for high-net-worth individuals. Prior to CMS, he was a Trust Officer at CoreStates Trust & Investment Group.

Michael received an MBA with a concentration in Finance and a BA with a dual concentration in Business Law and Marketing, both from Temple University. Michael has been a Chairperson of the Finance Committee and a member of the Board of Directors of Ohev Shalom Synagogue, and he was a member of the Board of Directors of Perelman Jewish Day Schools. He is actively involved in the United Cerebral Palsy Foundation.