Russell S Goldstein

Senior Vice President, Private Client Advisor

Institutional Client Advisor

Professional Profile

Russell Goldstein CFP®, CAP® is a Private Client Advisor and Institutional Client Advisor at U.S. Trust, Bank of America with over 18 years of experience in financial services. In his role, he is responsible for identifying the needs and advising philanthropists, foundations and nonprofits. He provides guidance and sets the strategic direction for individuals and organizations focused on the community. This experience consists of education, advice, implementation, execution and monitoring focused on their needs and mission.

Russell is certified as a BoardSource Certified Governance Trainer. He holds the Chartered Advisor in Philanthropy (CAP®) designation and a graduate of the Social Impact Strategy program at UPenn through the School for Social Policy and Practice. He also has a Masters in Sustainability Leadership from Arizona State University.

He is a National Board member of SeedSpot, a social entrepreneur incubator. Russell serves as President Elect of the Arizona State University School of Sustainability Alumni Board. He is also President Elect of the Arizona Community Foundation Professional Advisory Board. He currently serves as Advisory Board for Scottsdale Museum of Contemporary Art as well as Humanity Chair and Advisory Board Member for Phoenix Fashion Week. He also serves on the Phoenix Art Museum and SARRC, as well as a Committee Member of the Bank of America Charitable Foundation in Arizona. Russell is the Past President and Advisory Board Member of Planned Giving Roundtable of Arizona. 

He is a frequent presenter at national conferences focused on planned giving, philanthropy and building exceptional boards. Most recently Russ presented at The Planned Giving Roundtable, The Sanford Institute of Philanthropy at National University and The Harold Grinspoon Life and Legacy Conference in Springfield, MA



*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and CFP® in the U.S.

*Chartered Advisor in Philanthropy and the CAP® mark are the property of the American College, which reserves the sole rights to its use, and is used by permission.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Kimberly Wright Backus

Senior Institutional Portfolio Strategist

949.760.4581

David Schumacher

Portfolio Manager

480.624.0587

Todd C. Holsapple

Portfolio Manager

480.624.0390

Michele L Elliott

Private Client Manager

480.624.0376

Paul Williams

Private Client Manager

480.624.0641

Sarah L. Giles

Senior Trust Officer

480.624.0366
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John W Ostler

Philanthropic Client Director

213.861.5183
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Michael Wagschal

Senior Institutional Sales Director

949.721.7229

Edward M Blake

Senior Trust Officer

480.624.0361

Robert P Goodman

Wealth Strategies Advisor

480.624.0385

Key Contacts

Brett A Paxman

480.624.0585

Tanya Newman

480.624.0407

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At U.S. Trust, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.