Robert Peter Goodman
Analyst-Equity at Strategic Advisors LLC (New York)
Profile
Mr. Robert P.
Goodman is a Senior Portfolio Manager & Analyst at Strategic Advisors LLC (New York).
He joined the firm in December 2015.
Mr. Goodman began his career in finance in 1985, trading US Treasury Securities at Bank of Montreal in London.
He also served as a Fixed Income Portfolio Manager & Analyst for the British Petroleum Company in Cleveland, OH as well as a Fixed Income and Equity Portfolio Manager & Analyst / Director of Investments at Fairport Asset Management, which he helped found in 2001.
After returning to New York City and prior to joining Strategic, Mr. Goodman spent 2 years at Edward Jones as a Brooklyn Branch Associate Manager and SAM Advisors as a Senior Portfolio Manager.
He received his B.A.
in Cultural Studies / Economics from the State University of New York at Empire State College and has been a regular member of the CFA Institute since 2002 and the New York Society of Security Analysts since 2013.
Robert Peter Goodman active positions
| Companies | Position | Start |
|---|---|---|
Strategic Advisors LLC (New York)
 Strategic Advisors LLC (New York) Investment ManagersFinance Strategic Advisors LLC, dba Strategic Wealth Management Group (SWMG), is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lawrence May in 1999. SWMG provides investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations. | Analyst-Equity | 30/11/2015 |
Former positions of Robert Peter Goodman
| Companies | Position | End |
|---|---|---|
Edward D. Jones & Co. LP (Investment Management)
 Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Corporate Officer/Principal | 31/12/2010 |
Fairport Asset Management LLC
 Fairport Asset Management LLC Investment ManagersFinance Fairport Asset Management LLC is a registered investment advisor located in Cleveland, Ohio. The firm is a subsidiary of Wealthtrust Holdings LLC. They manage assets for individuals and institutions and serve as the advisor of the Fairport family of mutual funds. | Corporate Officer/Principal | 31/12/2008 |
B.P. Britches, Inc.
 B.P. Britches, Inc. Apparel/FootwearConsumer Non-Durables B.P. Britches, Inc. Owns and operates men's and boy's clothing and apparel stores. The company was founded in 1989 and is headquartered in Cleveland, OH. | Corporate Officer/Principal | 31/12/2008 |
BMO Capital Markets Corp. (Broker)
 BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Trading-Fixed Income | 31/12/1989 |
SAM Advisors LLC
 SAM Advisors LLC Investment ManagersFinance Founded in 1997 by William B. Smith, SAM Advisors LLC is a registered investment advisor located in New York City. The firm was formerly the registered investment advisory unit of Smith Asset Management, Inc. | Portfolio Manager-Equities | - |
Training of Robert Peter Goodman
| The State University of New York | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
SAM Advisors LLC
SAM Advisors LLC Investment ManagersFinance Founded in 1997 by William B. Smith, SAM Advisors LLC is a registered investment advisor located in New York City. The firm was formerly the registered investment advisory unit of Smith Asset Management, Inc. | Finance |
B.P. Britches, Inc.
B.P. Britches, Inc. Apparel/FootwearConsumer Non-Durables B.P. Britches, Inc. Owns and operates men's and boy's clothing and apparel stores. The company was founded in 1989 and is headquartered in Cleveland, OH. | Consumer Non-Durables |
Fairport Asset Management LLC
Fairport Asset Management LLC Investment ManagersFinance Fairport Asset Management LLC is a registered investment advisor located in Cleveland, Ohio. The firm is a subsidiary of Wealthtrust Holdings LLC. They manage assets for individuals and institutions and serve as the advisor of the Fairport family of mutual funds. | Finance |
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Finance |
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Finance |
Strategic Advisors LLC (New York)
Strategic Advisors LLC (New York) Investment ManagersFinance Strategic Advisors LLC, dba Strategic Wealth Management Group (SWMG), is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lawrence May in 1999. SWMG provides investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations. | Finance |
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