David Goldstone

David Goldstone, CFA, serves as the Manager of Investment Research at Condor Capital Wealth Management, based in Bridgewater, NJ. In this role, he leads research initiatives, constructs and oversees portfolio strategies, and conducts client-specific portfolio analysis. He also supports the financial planning team and works directly with clients to tailor solutions for their long-term financial goals.

Goldstone is a recognized subject matter expert in the digital advice and robo-advisor sector, notably as the manager and co-author of The Robo Report®, which evaluates and tracks the performance of over 50 robo-advisor accounts at more than 30 financial institutions. His investment research spans individual equities, mutual funds, and alternative investments, analyzing sector trends and company fundamentals to construct diversified, performance-driven client portfolios.

His previous experience includes leading research and analytics at Backend Benchmarking, where he specialized in the evaluation of digital investment platforms. Goldstone holds a bachelor’s degree in Biology from Colorado College and has studied Chinese Language at Shanghai University of International Business and Economics and Beijing Foreign Studies University, underscoring his global perspective and analytical acumen. His insights on robo-advice and digital wealth management have been featured in leading industry publications, including Barron's, Wall Street Journal, Money, and Forbes.