Bruce H. Goldstein is a Registered Investment Advisor Representative with Southport Capital. He works closely with individual and business clients to understand their financial condition and objectives for the purpose of recommending investments to achieve their financial goals and to help clients distribute funds in an efficient manner.
He is compassionate and detail oriented with deep knowledge of the debt and equity capital markets gained over numerous business and interest rate cycles. He uses this experience to keep clients focused on their long term objectives while being mindful of the negative impact short term market conditions can have on the client’s emotions and expectations.
Prior to joining Southport Capital, Bruce was a registered advisor with Edward Jones and was a managing director at SunTrust Robinson Humphrey in the Capital Markets area. He started his career as a CPA after earning a BSBA degree in Professional Accounting from the American University. Bruce also has an MBA degree from the University of Kansas.
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