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Scott Goldsmith

Financial Technology Associate at Bingham, Osborn & Scarborough LLC
Overview
Relationships
Paths
Education
Career History

Scott Goldsmith

Financial Technology Associate at Bingham, Osborn & Scarborough LLC

Overview

Number of Relationships
This person is connected to 76 people.

Relationships See Details


Portfolio Associate at Bingham, Osborn & Scarborough LLC

Portfolio Administrator at Bingham, Osborn & Scarborough LLC

Portfolio Administrator at Bingham, Osborn & Scarborough LLC

Portfolio Administrator at Bingham, Osborn & Scarborough LLC

Portfolio Associate at Bingham, Osborn & Scarborough LLC

Portfolio Administrator at Bingham, Osborn & Scarborough LLC

Portfolio Administrator at Bingham, Osborn & Scarborough LLC

Former Finance Assistant at Bingham, Osborn & Scarborough LLC

Portfolio Operations & Technology Manager at Bingham, Osborn & Scarborough LLC

Finance & Business Manager at Bingham, Osborn & Scarborough LLC
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Educational Background

 
University of California Berkeley National rankings: In a National Research Council analysis of 212 doctoral programs at American universities, 48 Berkeley programs place among the top 10 nationwide. Faculty awards and honors: There are 8 Nobel Laureates, 32 MacArthur Fellows, and 4 Pulitzer Prize winners among the current faculty. History of UC Berkeley: Historical highlights, arranged by topic, following the campus's development — from UC's founding in 1868 to a turn-of-the-century building boom, a research explosion in the 1930s, the Free Speech Movement of the '60s, and Berkeley's key role today in science and technology revolutions. Timeline of discoveries and contributions by UC Berkeley scholars. Traditions of Cal: Who was the Angel of Death? What's with the "Big C" up there in the hills — and why is it sometimes green? Who wears Oski's jolly bear head and size 54 yellow sweater? Tours and webcams: Check out what's happening on Sproul Plaza, the campus's true heart. See stunning live views of the Bay Area from the Lawrence Hall of Science's perch in the Berkeley hills. Chancellor and administration: Information on Chancellor Robert Birgeneau, Executive Vice Chancellor and Provost George W. Breslauer, and how the university is organized. Organizational charts are included. UC System overview and links: On the campuses, laboratories, and medical centers that comprise UC's public educational system, as well as UC's K-12 partnerships, economic impact, and agriculture and environmental resources.

Career History

Financial Technology Associate
Current
Bingham, Osborn & Scarborough's (BOS) investment approach starts with careful consideration of each client's financial goals, constraints, and risk tolerance. The firm then develops tailored investment strategies with the goals of generating competitive long-term returns and moderating risk. They prefer low-cost investment vehicles and emphasize an investment selection process that avoids conflicts-of-interest. BOS diversifies portfolios among major investment markets that may include: U.S. dollar cash instruments; high-quality short to intermediate term U.S. dollar bonds and notes; foreign bonds and notes; specialty U.S. common stocks such as technology and real estate; large company U.S. common stocks; small company U.S. common stocks; foreign stocks (including emerging markets); and commodities (including precious metals such as gold and silver).In general, when BOS recommends the purchase of securities, they recommend purchases of managed portfolios, such as mutual funds, ETFs, fixed/variable annuities, and separately managed accounts of individual stocks or bonds (e.g., Breckinridge Capital Advisers, SNW Asset Management, Aperio Group). BOS may recommend alternative investments, such as limited partnerships, private placements and hedge funds, although they are not the predominant portion of BOS-managed client portfolios.
Investment Associate
Prior - 2010
Mercer Advisors, Inc. provides financial planning and asset management services. It offers investment management, asset protection and risk management, estate and tax planning, wealth forecasting, and real estate and family business planning. The company was founded by Kendrick Mercer and Gene Dongieux in 1985 and is headquartered in Santa Barbara, CA.

Other Affiliations

Scott Goldsmith is affiliated with Bingham, Osborn & Scarborough LLC, Mercer Advisors, Inc..

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