Coleman Goldsmith brings a wealth of experience to his clients, as well as the firm, having been in the investment advisory business for more than three decades.
After graduating from the University of Cincinnati with a Bachelor in Business Administration, he began his career with the predecessor firm to Smith Barney and went on to become an Options Market Maker on the Pacific Stock Exchange.
Coleman returned to the Midwest and owned a privately held business in the safety industry, which he sold to an industry leader. After returning to the financial services industry, he spent 17 years at Smith Barney and three years at Raymond James.
Coleman serves on the Presidents Advisory Committee of Xavier University and served on the Student Investment Committee at Xavier University. He is actively involved at The Seven Hills School where he is on the Athletic Boosters Board and coached his children through lower and middle school sports. He served on the Board of Directors of Adath Israel Synagogue, Hebrew Union College Board of Overseers, and the University of Cincinnati Athletic Boosters (UCATS) Board.
Coleman lives in Amberley Village with his wife and three children.