Profile
Mr. Steve M.
Goodman, CFA, is Chairman, Investment Director & Head Trader at Capelli Financial Services, Inc. He joined Capelli Financial Services Inc. in February 2008.
As the Investment Director, he is responsible for investment research and strategy development for both equities and alternative investments.
As the chairman of the Investment Committee, Mr. Goodman oversees investment policy and asset allocation decisions.
He also serves as the head trader, monitoring and rebalancing client portfolios, and maintaining the integrity of system data and portfolio management models.
Mr. Goodman has been in the investment industry since 1993.
He holds a BBA in finance from Eastern Michigan University and an MS in finance from Walsh College.
He holds the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations.
Former positions of Steve M. Goodman
| Companies | Position | End |
|---|---|---|
Capelli Financial Services, Inc.
 Capelli Financial Services, Inc. Investment ManagersFinance Founded by Marilyn Capelli Dimitroff, Capelli Financial Services, Inc. is a registered investment advisor located in Bloomfield Hills, Michigan. | Chairman | 01/09/2012 |
H&R Block Financial Advisors
 H&R Block Financial Advisors Investment Banks/BrokersFinance Founded in 1971, H&R Block Financial Advisors is a broker/dealer headquartered in Detroit, Michigan. The firm utilizes sector-based proprietary research that includes market research, in-depth studies of industry sectors and company specific research | Analyst-Equity | 31/03/2005 |
Training of Steve M. Goodman
| Eastern Michigan University | Undergraduate Degree |
| Walsh College | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
H&R Block Financial Advisors
H&R Block Financial Advisors Investment Banks/BrokersFinance Founded in 1971, H&R Block Financial Advisors is a broker/dealer headquartered in Detroit, Michigan. The firm utilizes sector-based proprietary research that includes market research, in-depth studies of industry sectors and company specific research | Finance |
Capelli Financial Services, Inc.
Capelli Financial Services, Inc. Investment ManagersFinance Founded by Marilyn Capelli Dimitroff, Capelli Financial Services, Inc. is a registered investment advisor located in Bloomfield Hills, Michigan. | Finance |
- Stock Market
- Insiders
- Steve M. Goodman
