Spencer Goldstein Email & Phone Number

Spencer Goldstein

Principal & CIO at StoneStreet Equity, LLC. | White Plains, New York, United States

Spencer Goldstein Socials
About Spencer Goldstein

As Principal and Chief Investment Officer at StoneStreet Equity, LLC, Spencer Goldstein brings over two decades of extensive experience in the financial services industry, specializing in pension risk transfer and defined benefit plan management. Following the acquisition of StoneStreet Equity by OneDigital in June 2023, Spencer has played a pivotal role in integrating the firm’s innovative strategies into OneDigital’s broader financial services offerings. His leadership is characterized by a commitment to helping defined benefit plan sponsors navigate the intricate landscape of pension risk management, ensuring they are equipped to make informed decisions regarding de-risking and plan termination.

Spencer's expertise encompasses a wide array of skills, including portfolio management, valuation, and due diligence, which are critical in assessing the viability and performance of pension plans. His team is at the forefront of developing tailored solutions that address the unique challenges faced by plan sponsors, utilizing advanced investment strategies and trading techniques to optimize outcomes. By leveraging his deep understanding of private wealth management and equities, Spencer ensures that clients receive comprehensive support throughout the pension risk transfer process.

In his current role, Spencer is also focused on fostering strong relationships with stakeholders, ensuring that they are well-informed about market trends and regulatory changes that may impact their retirement plans. His strategic vision and hands-on approach have positioned StoneStreet Equity as a leader in the defined benefit space, making a significant impact on the financial futures of countless individuals and organizations. Spencer Goldstein’s dedication to excellence and innovation continues to drive the success of his team and the broader mission of OneDigital.

Spencer Goldstein Work
1 experience icon

Principal & CIO at StoneStreet Equity, LLC. in July 2011 to Present

2 experience icon

Senior Vice President at OneDigital in June 2023 to Present

Spencer Goldstein Skills

Defined Benefit Plans

Pension Risk Transfer

Defined Contribution Plans

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About Spencer Goldstein's Current Company
Frequently Asked Questions about Spencer Goldstein

What is Spencer Goldstein email address?

Email Spencer Goldstein at [email protected] and [email protected]. This email is the most updated Spencer Goldstein email found in 2026.

How to contact Spencer Goldstein?

To contact Spencer Goldstein send an email to [email protected] or [email protected]. (updated on October 30, 2024)

What company does Spencer Goldstein work for?

Spencer Goldstein works for StoneStreet Equity, LLC.

What is Spencer Goldstein's role at StoneStreet Equity, LLC.?

Spencer Goldstein is Principal & CIO

What is Spencer Goldstein's Phone Number?

Spencer Goldstein's phone (212) ***-*214

What industry does Spencer Goldstein work in?

Spencer Goldstein works in the Financial Services industry.

Spencer Goldstein Email Addresses

Email Spencer Goldstein at [email protected] and [email protected]. This email is the most updated Spencer Goldstein email found in 2026.

Spencer Goldstein Phone Numbers

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