Spencer Goldstein
Principal & CIO at StoneStreet Equity, LLC. | White Plains, New York, United States
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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.
Principal & CIO at StoneStreet Equity, LLC. in July 2011 to Present
Senior Vice President at OneDigital in June 2023 to Present
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Defined Benefit Plans
Pension Risk Transfer
Defined Contribution Plans
Private Wealth Mgmt.
Equities
Investments
Portfolio Management
Valuation
Trading
Due Diligence
Qualified Retirement Plans
Defined Benefit
Investment Fiduciary Services
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Discover more about StoneStreet Equity, LLC.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
Spencer Goldstein Phone Numbers
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