Amy Goldstein, CPA
Chief Financial Officer
Partner, Schulman Lobel Advisors, LLC
Location:
New York, NY
Services:
• Accounting
• Assurance
• Financial Controls & Compliance
• CFO Advisory Services
• Financial Planning & Reporting
• Regulatory Risk Management
• Internal Controls & Process Improvement
• Financial Performance Benchmarking
Industries & Expertise
• Financial Services & Banking
• Asset Management
• Privately Held Companies
• Family Offices
• High-Net-Worth Individuals and Families
• Professional Services Firms
About Amy
Amy Goldstein is the Chief Financial Officer of Schulman Lobel Advisors, LLC. She brings over 30 years of diverse finance and controls experience, including 23 years at JPMorgan Chase. Amy began her career as a CPA in the audit division of Ernst & Young.
At JPMorgan Chase, Amy served in multiple leadership positions in the Asset Management division, most recently in Controls Management where she led control-related projects and regulatory initiatives. She previously ran a team that benchmarked financial performance across various financial institutions, and also served as a CFO responsible for planning, reporting, and financial management.
Education and Licenses
• B.S., Wharton School, University of Pennsylvania
• MBA, Columbia Business School
Achievements and Affiliations
• Licensed Certified Public Accountant (CPA), New York State
• Recognized expertise in Financial Forecasting and Strategic Planning