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Name
Spencer Goldstein, CFA
Title
Senior Vice President, OneDigital Retirement + Wealth
Bio
Spencer Goldstein has over 20 years’ experience in the financial services industry and leads OneDigital’s Defined Benefit Plan & Pension Risk Transfer business. Spencer’s team is at the forefront of helping DB Plan Sponsors navigate the complex aspects of managing, de-risking, and terminating defined benefit pension plans. His team focuses on investment management strategies to reduce funded status volatility, consulting on lump sum offerings, retiree annuity buyouts, and quarterbacking the Plan Termination process including annuity placement services.
