Independent, objective research and guidance to assist your financial professional in designing the investment strategy that's right for you.
Cetera Investment Management delivers a wealth of independent, objective research and guidance designed to make sense out of the complex, often-changing economic landscape. They provide the insight, foresight, and perspective on the financial markets your financial professional needs to keep you on track to pursuing greater financial well-being. Together with your financial professional, they’re your partner for acquiring a deeper understanding of the economic landscape, maintaining a forward-looking focus on market trends and performance, and creating solutions designed to help you capitalize on that perspective—so you can feel more confident you are on the path to your investment goal.
Gene Goldman is responsible for the strategic direction and continued growth of the firm’s research offerings. His role includes setting the vision for superior capabilities and enabling the delivery of objective investment advice. He provides day-to-day oversight of Cetera Investment Management, with a focus on providing unbiased research about the economy and financial markets, asset allocation strategies, mutual funds and other investment related topics. He also leads the investment committee and their commitment to delivering superior investment oversight.
Gene has more than 26 years of experience in the development of investment strategies, money manager research and overseeing investment analysts. Prior to joining Cetera, he served in a variety of roles at LPL Financial including market strategist and lead strategist of the manager strategy group. Earlier in his career, has was a mutual fund product analyst at Liberty Financial.
Gene is frequently cited in a range of national media outlets including The Wall Street Journal, Bloomberg News, The New York Times, Forbes, and Reuters and he is a regular guest on high-profile news networks including CNBC and Fox Business News. He has been a featured or keynote speaker at dozens of industry events.
Gene earned his Bachelor of Science in engineering from Worcester Polytechnic Institute and his Master of Business Administration with a concentration in finance from Northeastern University. He also holds Series 7 and 63 securities registrations and is a Chartered Financial Analyst® (CFA).
Shannon OtterbeckDirector, Research Strategy and Development
Collin Martin, CFAMarket Strategist
Milton Hadinoto, CFASenior Investment Analyst
Vaishali KothariSenior Investment Analyst
Neel Hasan, CFASenior Investment Analyst