/People

Charles Goldman

Angel

California

Writes $5K – $50K checks · typically $25K

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About

Charles Goldman serves as Chairperson of the Board at First Eagle Investments, Executive Chair of Orion Advisor Solutions, and Chair of Cerity Partners, and holds board director positions at Mercer Advisor, ACA Global, and AmeriLife. His earlier career included roles as President and CEO of AssetMark, Inc., President of Fidelity Investments' Custody & Clearing division, head of Schwab Institutional, and President of both Paramount Farms, Inc. and Paramount Citrus Association. Goldman holds a Bachelor of Science in finance from the University of Southern California and an MBA in general management from the University of California, Los Angeles.

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Frequently asked questions

Who is Charles Goldman?
Charles Goldman serves as Chairperson of the Board at First Eagle Investments, Executive Chair of Orion Advisor Solutions, and Chair of Cerity Partners, and holds board director positions at Mercer Advisor, ACA Global, and AmeriLife. His earlier career included roles as President and CEO of AssetMark, Inc., President of Fidelity Investments' Custody & Clearing division, head of Schwab Institutional, and President of both Paramount Farms, Inc. and Paramount Citrus Association. Goldman holds a Bachelor of Science in finance from the University of Southern California and an MBA in general management from the University of California, Los Angeles.
What check size does Charles Goldman write?
Charles Goldman typically writes checks of $5K – $50K.

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