President of Wealthspire Institutional @ Wealthspire (November 2025 - Present)
President and Managing Partner @ (May 2024 - Present)
Managing Partner @ (September 2020 - May 2024)
Advisory Board Member @ (November 2023 - Present)
Advisory Board Member @ (December 2020 - Present)
Executive Vice President and co-founder @ Fiduciary Investment Advisors (April 2006 - December 2020)
Senior Vice President @ (October 1994 - April 2006)
Michael Goss Education
Boston College
BA
1988-1992
Portsmouth Abbey School 1984-1988
Babson College
MBA
2002
Michael Goss Skills
401k
Alternative Investments
Asset Allocation
Asset Management
Bloomberg
Defined Benefit
Defined Contribution
Endowments
Equities
Fiduciary
Financial Analysis
Financial Modeling
Investments
Mutual Funds
Pensions
Portfolio Management
Retirement
Retirement Planning
Series 63
Series 7
Leadership
Team Building
Sales
Process Improvement
Strategy
Wealth Management
Microsoft Office
Services
Investment Management
Michael Goss Summary
Michael Goss, based in Sunapee, NH, US, is currently a Chief Revenue Officer (CRO) at Wealthspire. Michael Goss brings experience from previous roles at Wealthspire, Fiducient Advisors and Abstract Ice. Michael Goss holds a 1988 - 1992 BA @ Boston College. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Asset Management, Bloomberg and more. Michael Goss has 3 emails and 2 mobile phone numbers on RocketReach.
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