Russell Goldstein CFP®, CAP® is an 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 and has been a Mentor in the Arizona Endowment Building Institute program through the Arizona Community Foundation. He is also part the Community Foundation’s Professional Advisory Board. He is also a Chartered Advisor in Philanthropy ( CAP®). He is a graduate of the Social Impact Strategy program at UPenn through the School for Social Policy and Practice.
Russell is the President and Advisory Board Member of Planned Giving Roundtable of Arizona and Chair of their Leave a Legacy program. He is a National Board member of SeedSpot, a social entrepreneur incubator. He currently serves as Advisory Board and the Chair of the Planned Giving Committee for The Musical Instrument Museum. Russell in addition, is the Chair of the Planned Giving Committee and Advisory Board Member of Scottsdale Museum of Contemporary Art as well as Humanity Chair and Advisory Board Member for Phoenix Fashion Week. He also serves as an Advisory Board Member of the Salvation Army, Committee Member of the Bank of America Charitable Foundation in Arizona.