- Daniel will be working closely with clients and Ted Cronin to advise on wealth management and family office services
- Founded in 1993, MCM is a boutique wealth management firm with 33 professionals advising wealthy families across the United States
Manchester Capital Management (MCM) announced that Daniel Goldstein has joined MCM as a Senior Managing Director based out of its Montecito office.
In his role, Daniel will be working closely with clients and Ted Cronin, CEO of MCM, to advise on wealth management and family office services. Daniel's extensive experience with the many varied aspects of running a single family office will complement the skills of the MCM team, allowing the firm to offer a more comprehensive array of services.
Founded in 1993, MCM is a boutique wealth management firm with 33 professionals advising wealthy families across the United States. The firm maintains offices in Manchester, VT, Montecito, CA, Charlottesville, VA and New York, NY.
For twenty years prior to joining the firm, Mr. Goldstein was advising ultra high-net-worth families across Europe and in the United States on their liquid investments, businesses, structuring, direct real estate investments, family dynamics, yachts, concierge services and philanthropy. For 15 years he was a director of a global single family office principally located in Europe, with activities ranging across Europe, the U.S., Africa and India. Previously he was the investment analyst on a two-person team managing a $1.25B portfolio for a U.S. family foundation. He has spoken at and chaired numerous family office, investment, family business and philanthropy events around the world.
As a Board member, he has helped found and develop several international non-profit organizations. Before entering the family office field, Daniel worked in finance in both the private and public sectors in the U.S. He earned a B.A. in Fine Arts from Colgate University, as well as an M.B.A. in Finance and an M.S. in Science and Technology Studies from Rensselaer Polytechnic Institute, both with honors.