Ian Goldey – President, A young entrepreneur, Mr. Goldey received his first patent at age 20 and currently holds 3 patents 6 Trademarks. Ian had multiple start-ups prior to joining the financial services industry in 1996. Prior to starting Goldey Capital, Ian had over 14 years experience working as a Private Wealth advisor at major financial firms, UBS Financial Services Inc and Salomon Smith Barney.
His previous experiences include the titles of Senior Portfolio Manager and Senior Consulting Group Associate, the highest internal levels available by his former firms for specialized managed money. He was also on the technology committee for both his prior firms and his current custodian Charles Schwab. Based on this knowledge.and experience the the firm utilizes a variety of custom technology solutions internally to best help our clients.
As a portfolio manager with discretionary authority for two decades Ian he has block traded bonds, stocks, options and ETFs. Mr. Goldey has lived in San Fernando Valley for 48 years, and now resides in Agoura Hills CA with his wife of 15 years and 12 year old son.
Favorite Quote, “I paint so I can afford to garden”, – Monet. Besides gardening Ian enjoys; traveling, museums, science, history, economics, technology, music/ live concerts, classic cars, and hosting dinner parties with items taken from the garden.
His previous experiences include the titles of Senior Portfolio Manager and Senior Consulting Group Associate, the highest internal levels available by his former firms for specialized managed money. He was also on the technology committee for both his prior firms and his current custodian Charles Schwab. Based on this knowledge.and experience the the firm utilizes a variety of custom technology solutions internally to best help our clients.
As a portfolio manager with discretionary authority for two decades Ian he has block traded bonds, stocks, options and ETFs. Mr. Goldey has lived in San Fernando Valley for 48 years, and now resides in Agoura Hills CA with his wife of 15 years and 12 year old son.
Favorite Quote, “I paint so I can afford to garden”, – Monet. Besides gardening Ian enjoys; traveling, museums, science, history, economics, technology, music/ live concerts, classic cars, and hosting dinner parties with items taken from the garden.
Adam Meyers has a passion for finance and taking care of people, having had successful careers as a College Unit Director with Northwestern Mutual and Private Banker with JP Morgan Chase Private Client. Adam focuses his work on individuals and families using the Financial Concierge Model. He is the Go-To person in a clients’ financial life.
A lifelong Californian, he lives in Ventura with his wife Heather, daughters Alanna, Karra and Devin, and their dog, Lucy.
Even with a busy family and career, Adam has also found time to give back to the community. He has volunteered his time to foster children in Ventura County as a Court Appointed Special Advocate and separately for Ventura Charter School.
Adam holds a Bachelor Degree in Business Management and Series 6, 63, 66, 7 and is California Insurance Licensed