Rich Golinski
Investment Committee Member at Cerity Partners LLC
Profile
Mr. Richard T.
Golinski, CFA, is a Partner at Cerity Partners LLC.
He is responsible for providing investment advice, portfolio design, and financial planning to individuals and families.
He uses his deep knowledge of investment strategy alongside his comprehensive investing experience to guide his clients on how to optimize and grow their wealth to meet their short- and long-term financial objectives.
He also serves as a member of Cerity Partners’ Investment Committee.
Prior to joining Cerity Partners, he was a Principal and the Chief Investment Officer at BOS where he performed research and analysis relating to market trends and the numerous investment vehicles available to clients.
He also oversaw the firm’s full array of investment activities including the development of asset allocation strategies and portfolio construction methodologies.
Since entering the investment field in 1983, His experience has included Financial Analyst positions at both First Boston and NationsBank, where he served as Vice President.
Mr. Golinski received his undergraduate degree from The Wharton School of the University of Pennsylvania.
Rich Golinski active positions
Companies | Position | Start |
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Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Investment Committee Member | 2021-11-22 |
Former positions of Rich Golinski
Companies | Position | End |
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Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Chief Investment Officer | 2021-11-22 |
Food Bank of Contra Costa & Solano
Food Bank of Contra Costa & Solano Services to the Health IndustryHealth Services Food Bank of Contra Costa & Solano distributes perishable and non-perishable food items to those who cannot afford to keep enough food. It also offers its inventory for other non-profit organizations such as emergency food pantries, soup kitchens, shelters, and daycares. The company was founded by Linda Locke and Larry Sly in 1975 and is headquartered in Concord, CA. | Director/Board Member | - |
First Boston, Inc. | Corporate Officer/Principal | - |
NationsBank Corp. | Analyst-Equity | - |
Training of Rich Golinski
The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Finance |
NationsBank Corp. | Finance |
First Boston, Inc. | Finance |
Food Bank of Contra Costa & Solano
Food Bank of Contra Costa & Solano Services to the Health IndustryHealth Services Food Bank of Contra Costa & Solano distributes perishable and non-perishable food items to those who cannot afford to keep enough food. It also offers its inventory for other non-profit organizations such as emergency food pantries, soup kitchens, shelters, and daycares. The company was founded by Linda Locke and Larry Sly in 1975 and is headquartered in Concord, CA. | Health Services |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Finance |
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