Kelly Goldman

Kelly Goldman serves as an Adjunct Lecturer in the Finance department at Bentley University. A Bentley University alumna with a Master of Science degree, she currently works full-time in the wealth management industry serving high net worth individuals, families, and foundations while sharing her professional expertise with students.

Education

• Master of Science (M.S.) from Bentley University

Professional Expertise

Ms. Goldman specializes in comprehensive wealth management strategies for affluent clients. Her industry experience spans investment management, estate planning, tax-efficient portfolio construction, and multi-generational financial advisory services. She integrates real-world case studies into her teaching to bridge academic theory with practical application in high-net-worth finance.

Awards and Honors

No scientific awards or professional honors were documented in the provided information.

Teaching Practice

As an adjunct faculty member, Kelly Goldman brings current industry practices into the classroom, emphasizing client relationship management and ethical considerations in wealth management. Her teaching focuses on preparing students for careers in financial services through practical skill development and industry insights.