Alexander Goldsmith

Institutional Sales and Relationship Manager

 

Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

goldsmitha@pfmam.com
267.318.3514 office

Education
B.A. in Economics
Yale University

Professional Designations or Licenses
FINRA Series 6 and 63 licenses

Started in the Field: 2008

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Alexander Goldsmith is an Institutional Sales and Relationship Manager supporting the firm’s Outsourced Chief Investment Officer (OCIO) product. Based in Philadelphia, he supports public retirement plans across Pennsylvania and the northeastern United States, including defined-benefit pension plans and post-employment benefit (OPEB) trusts for counties, cities, authorities, and municipalities. His work spans a range of institutional sectors, including government entities, public agencies, and other tax-exempt organizations. Alex helps align investment strategies with client objectives and coordinates with internal teams to deliver customized portfolio solutions.

He began his financial industry career in 2008 and joined the firm in 2012. Alex earned a Bachelor of Arts in Economics from Yale University.

 

Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

goldsmitha@pfmam.com
267.318.3514 office

Education
B.A. in Economics
Yale University

Professional Designations or Licenses
FINRA Series 6 and 63 licenses

Started in the Field: 2008

Print/Save as PDF

Download Vcard