Adam Goldberg
Founder at Dumont & Blake Investment Advisors LLC
Profile
Mr. Adam Goldberg is a Managing Director at Dumont & Blake Investment Advisors LLC.
He has over 20 years of investment management experience.
He co-founded Dumont and Blake Investment Advisors in 1999, running the equity and fixed income trading desks, managing the fixed income portfolios and overseeing the portfolio management.
Mr. Goldberg is also a member of the Investment Policy Committee
He started his career in the investment business in 1992 with PaineWebber and in 1995, he joined Matrix Asset Advisors as the Fixed Income Trader and Portfolio Manager.
Mr. Goldberg graduated Cum Laude from Towson State University.
Adam Goldberg active positions
| Companies | Position | Start |
|---|---|---|
Dumont & Blake Investment Advisors LLC
 Dumont & Blake Investment Advisors LLC Investment ManagersFinance Dumont & Blake Investment Advisors LLC (Dumont & Blake) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Morley Goldberg and Adam Goldberg in 1999. Dumont & Blake manages investments primarily for individuals, pension and profit-sharing plans, trusts, and business entities, in accordance with the investment objective(s) of the client on a fee-only basis. | Founder | 1998-12-31 |
Former positions of Adam Goldberg
| Companies | Position | End |
|---|---|---|
Matrix Asset Advisors, Inc.
 Matrix Asset Advisors, Inc. Investment ManagersFinance Matrix Asset Advisors, Inc. (Matrix) is an independent registered investment advisor headquartered in White Plains, New York. The firm was founded by David A. Katz in 1986. Matrix manages money for individuals, families, endowments, foundations, and retirement plans. | Corporate Officer/Principal | 1998-12-30 |
| Painewebber Group, Inc. | Corporate Officer/Principal | 1994-12-30 |
Training of Adam Goldberg
| Towson University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Dumont & Blake Investment Advisors LLC
Dumont & Blake Investment Advisors LLC Investment ManagersFinance Dumont & Blake Investment Advisors LLC (Dumont & Blake) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Morley Goldberg and Adam Goldberg in 1999. Dumont & Blake manages investments primarily for individuals, pension and profit-sharing plans, trusts, and business entities, in accordance with the investment objective(s) of the client on a fee-only basis. | Finance |
| Painewebber Group, Inc. | Finance |
Matrix Asset Advisors, Inc.
Matrix Asset Advisors, Inc. Investment ManagersFinance Matrix Asset Advisors, Inc. (Matrix) is an independent registered investment advisor headquartered in White Plains, New York. The firm was founded by David A. Katz in 1986. Matrix manages money for individuals, families, endowments, foundations, and retirement plans. | Finance |
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