RODNEY L. GOLDSTEIN
Wealth Strategist Partners, LLC
Rodney L. Goldstein is a Senior Advisor to Wealth Strategist Partners, LLC (“WSP”). WSP is a Chicago-based investment advisor to selected families and entrepreneurs specializing in the management of long-term taxable wealth. WSP typically serves as an outsourced Chief Investment Officer, designing and overseeing a unique and comprehensive management program for each client’s total investable wealth. Rod began work with WSP in 2017.
From 2016 until early 2017, Rod served as Managing Partner of Windhorse Capital Management, an investment management firm serving substantial families and selected charities. Prior, Rod spent over 30 years with Frontenac, a Chicago-based private equity firm focused on making investments in, and serving as financial and strategic partner to, family owned businesses. Rod served as the firm’s Managing Partner for 22 years. In his role at Frontenac, Rod served as lead director of numerous companies, many of which competed in the business services and consumer sectors. Rod also was a director of several public companies including Big Lots (NYSE), DeVry, Inc. (NYSE), and AptarGroup (NYSE), serving on the audit and compensation committees of each. Prior to Frontenac, he was a member of the strategy consulting practice at Booz Allen Hamilton. He presently serves as an Independent Director of two large, closely-held companies.
Rod is a graduate of Phillips Academy – Andover (“Andover”), a cum laude graduate of Princeton University where he majored in history, and received a Master’s degree in Business Administration from The Wharton School of the University of Pennsylvania. He is a trustee of the University of Chicago and is immediate past chair of the University of Chicago Medical Center board of trustees, among other current eleemosynary roles. He is a member of the Commercial Club of Chicago, past vice chair of the Economic Club of Chicago, and a past director of the National Venture Capital Association. Rod serves Andover as a member of its investment committee, as he has since 1988; he is a former Andover trustee, as well as of the Berkshire School, and several Chicago based endowed charities focused on inner city youth matters and on the performing arts.