Bruce Goldstein, Managing Partner

Mr. Goldstein has spent his entire 25-year career within financial services where he has served as an investment banker, strategist, and operator. His particular area of focus is the underbanked consumer market, with deep expertise in the specialty lending sector.

Most recently Mr. Goldstein was a founding partner of Middlemarch Partners, a New York boutique merchant banking firm. Earlier in his career, Mr. Goldstein was a Partner at Milestone Advisors, a Managing Director at Keefe, Bruyette & Woods, and one of the initial members of Sandler O’Neill and Partners. Across these three firms, he served as an investment banker advising banks, private equity sponsors, and financial services companies on debt and equity strategies. Among his accomplishments, Mr. Goldstein developed a number of innovative transactions including creating a billion dollar marketplace for assignment of Federal Home Loan Bank Advances between member financial institutions.

Mr. Goldstein also has direct financial services operating experience where he has previously been a founding partner in a MasterCard issued credit card originator, as well as the founder of an online consumer lending business.

Mr. Goldstein received his MBA from Columbia University where he majored in Finance and Accounting. He graduated from Tulane University with a degree in Economics with a minor in Mathematics. He holds Series 7, 63 and 79 FINRA Registrations.

Specialty lending, payments processing, financial services lead generation and bank regulatory and compliance issues.

Phone: (786) 558-4980
Email: [email protected]