David I. Goodfriend
Profile
Mr. David I.
Goodfriend is Founding Member & Vice President at Sunrise Equity Partners.
He co-founded the firm in October 2003.
He has also held various roles at Sunrise Securities Corp.
since February 2002 and is presently a Vice President of Investment Banking.
Mr. Goodfriend has been working in corporate finance and investment banking in various capacities for nearly a decade with prior New York Stock Exchange and NASD member firms including, Josephthal & Co. Inc. and First Allied Securities, Inc.
Mr. Goodfriend received an accelerated 3-year JD./MBA degree from the Delaware Law School at Widener University, and a BS degree with honors from Widener University.
Former positions of David I. Goodfriend
| Companies | Position | End |
|---|---|---|
First Allied Securities, Inc.
 First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Corporate Officer/Principal | - |
New York Stock Exchange, Inc.
 New York Stock Exchange, Inc. Investment Banks/BrokersFinance New York Stock Exchange, Inc. operates securities exchange market. The company offers services to equity and stock market participants like listed companies, individual and institutional investors, and member firms of the stock exchange. It bring together cash equities and derivatives exchange for listings, trading in cash equities, equity and interest rate derivatives, bonds, and the distribution of market data. New York Stock Exchange was founded in 1792 and is headquartered in New York City, NY | Corporate Officer/Principal | - |
| Josephthal & Co (Broker) | Corporate Officer/Principal | - |
Sunrise Equity Partners
 Sunrise Equity Partners Investment ManagersFinance Sunrise Equity Partners is a private equity firm founded in 2003 by Marilyn Adler, Nathan Low, and Amnon Mandelbaum. The firm is headquartered in New York. | Founder | - |
Training of David I. Goodfriend
| Widener University | Graduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 4 |
|---|---|
Sunrise Equity Partners
Sunrise Equity Partners Investment ManagersFinance Sunrise Equity Partners is a private equity firm founded in 2003 by Marilyn Adler, Nathan Low, and Amnon Mandelbaum. The firm is headquartered in New York. | Finance |
New York Stock Exchange, Inc.
New York Stock Exchange, Inc. Investment Banks/BrokersFinance New York Stock Exchange, Inc. operates securities exchange market. The company offers services to equity and stock market participants like listed companies, individual and institutional investors, and member firms of the stock exchange. It bring together cash equities and derivatives exchange for listings, trading in cash equities, equity and interest rate derivatives, bonds, and the distribution of market data. New York Stock Exchange was founded in 1792 and is headquartered in New York City, NY | Finance |
| Josephthal & Co (Broker) | Finance |
First Allied Securities, Inc.
First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Finance |
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