Alan Goldman

Alan Goldman is Principal at Cypress Capital, LLC, based in San Francisco, CA, where he plays a key leadership role in investment strategy and client advisory services. He specializes in managing portfolios across a range of asset classes, including equities, fixed income, and alternative investments, with a particular focus on serving high net worth individuals and institutional clients.

Goldman has a strong career background in the investment management industry, holding senior positions at Cypress Capital and previously contributing expertise at other financial firms. He brings decades of experience in portfolio management, asset allocation, and client solutions, with a commitment to delivering tailored investment strategies for complex client needs.

He holds a degree from Stanford University, completed between 1980 and 1985, which underpins his expertise in financial analysis and investment strategy. Throughout his career, Goldman has been recognized for his disciplined approach and professional integrity, making significant contributions to the investment sector's advancement in the San Francisco Bay Area.