Rodney L. Goldstein

Co-Managing Partner at Wealth Strategist Partners, LLC

Rodney L. Goldstein

Rodney L. Goldstein

Co-Managing Partner at Wealth Strategist Partners, LLC

Overview
Career Highlights

Wealth Strategist Partners, LLC
Windhorse Capital Management LLC

RelSci Relationships

2714

Primary Location

Chicago, IL, United States

Number of Boards

32

Birthday

1952

Age

68

Relationships
RelSci Relationships are individuals Rodney L. Goldstein likely has professional access to. A relationship does not necessarily indicate a personal connection.

Executive Vice President, Biology & Medicine, President of the University of Chicago Health System, Dean, Division of the Biological Sciences & Dean, Pritzker School of Medicine at The University of Chicago

Relationship likelihood: Strong

Executive Chair at The Duchossois Group, Inc.

Relationship likelihood: Strong

Co-Founder at Lake Capital Management LLC

Relationship likelihood: Strong

Of Counsel at Winston & Strawn LLP

Relationship likelihood: Strong

President at The University of Chicago Medical Center

Relationship likelihood: Strong

President at The University of Chicago

Relationship likelihood: Strong

Chief Compliance Officer, Chief Financial Officer at Longford Capital Management LP

Relationship likelihood: Strong

Founder at Mid-Continent Capital LLC

Relationship likelihood: Strong

Chairman at MacLean Fogg Co.

Relationship likelihood: Strong

Managing Director of the Private Investments Group at PSP Capital, Inc.

Relationship likelihood: Strong

In The News
The Cincinnati Enquirer (Ohio)
November 8, 2017
Deaths
The Cincinnati Enquirer (Ohio)
October 11, 2017
Deaths
Paths to Rodney L. Goldstein
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Rodney L. Goldstein
Co-Managing Partner at Wealth Strategist Partners, LLC
Family Members
Spouse
Member, Women's Board at Shirley Ryan AbilityLab

Shirley Ryan AbilityLab is the first ever translational research hospital where clinicians, scientists, innovators and technologists work together in the same space, applying research real time. It also operates a network of alliance hospitals and outpatient and day rehabilitation clinics throughout Illinois and Indiana. Shirley Ryan AbilityLab treats the most complex conditions including cerebral palsy, spinal cord injury, stroke and traumatic brain injury, to the more common, such as arthritis, chronic pain and sports injuries.

Education
Attendee
Class of 1970

Andover is a high school that stands ready to meet, match, and expand the minds and passions of some of the brightest students in the nation and the world. It has a roster of 300 courses, more than 150 electives, and opportunities for pursuing independent study and study abroad projects. Because of its size, Andover offers enormous depth and breadth of activity and opportunity while still feeling like a personal place.

Graduate with Honors, cum laude

Princeton University is a vibrant community of scholarship and learning that stands in the nation's service and in the service of all nations. Chartered in 1746, Princeton is the fourth-oldest college in the United States. Princeton is an independent, coeducational, nondenominational institution that provides undergraduate and graduate instruction in the humanities, social sciences, natural sciences and engineering. As a world-renowned research university, Princeton seeks to achieve the highest levels of distinction in the discovery and transmission of knowledge and understanding. At the same time, Princeton is distinctive among research universities in its commitment to undergraduate teaching. Today, more than 1,100 faculty members instruct approximately 5,000 undergraduate students and 2,500 graduate students. The University's generous financial aid program ensures that talented students from all economic backgrounds can afford a Princeton education.

MBA

The Wharton School is the business school of the University of Pennsylvania, an Ivy League university in Philadelphia, Pennsylvania. Wharton was the world’s first collegiate business school and the first business school in the United States. It was established in 1881 through a donation of Joseph Wharton.

Memberships
Member
Current

The Commercial Club of Chicago resulted from the 1907 merger of two predecessor Chicago clubs: the Merchants Club (organized in 1896) and the Commercial Club (organized in 1877). Its most active members included George Pullman, Marshall Field, Cyrus McCormick, George Armour, Frederic Delano, Sewell Avery, Rufus C. Dawes, and Julius Rosenwald. The club has promoted Chicago's economic development for generations and championed member Daniel Burnham's Plan of Chicago (1909), also known as Burnham's plan. The plan gave the blueprint for the future growth and development of the entire Chicago region.

Career History
Co-Managing Partner
2017 - Current

Wealth Strategist Partners, LLC manages over $1 billion in total assets for some of the nation’s wealthiest families and individuals. WSP evolved out of a single family office, which originated from the sale of a family-controlled business in 1985. Our founding CIOs are members of that family. For more than 15 years, they have managed virtually all of their family’s financial assets, and still do. Over time, they have also put their expertise to work for select additional families. Now, the family’s assets account for a modest proportion of WSP’s total assets under management. WSP is single-minded in its focus on private, taxable investors and their related entities. We live the experience of managing wealth in families: our expertise is investing; our approach is holistic and strategic. WSP is owned entirely by the partners of the firm.

Fund Advisor
2015 - Prior

Windhorse Capital Management LLC provides investment advice services. The firm offers CIO services and commingled funds. The company was founded by Richard M. Salem and is headquartered in Boston, MA.

Managing Director
1981 - Prior

Frontenac Company is a Chicago-based private investment firm founded in 1971. They are currently investing from our tenth equity fund. They invest in high-quality, closely-held companies, primarily in services industries. They work with the owners of mid-sized businesses, almost always families or founders, as they address complex transition issues of liquidity, management enhancement, and growth planning. They have been involved with over 200 ownership transitions in closely-held companies. Through their CEO1ST approach, They partner with proven operating executives to grow these successful, mid-sized companies. They are patient investors, allowing the time for companies to realize their full potential.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$25K - $50K
2018

Ounce of Prevention Fund is a non-profit organization, which provides care and education to children who were born in poverty. It offers childhood education, research, and program models that focus on the physical, social, and emotional development of children from birth to age of five. The company was founded by Irving B. Harris in 1982 and is headquartered in Chicago, IL.

$25K - $50K
2017

Ounce of Prevention Fund is a non-profit organization, which provides care and education to children who were born in poverty. It offers childhood education, research, and program models that focus on the physical, social, and emotional development of children from birth to age of five. The company was founded by Irving B. Harris in 1982 and is headquartered in Chicago, IL.

$25K - $50K
2016

Ounce of Prevention Fund is a non-profit organization, which provides care and education to children who were born in poverty. It offers childhood education, research, and program models that focus on the physical, social, and emotional development of children from birth to age of five. The company was founded by Irving B. Harris in 1982 and is headquartered in Chicago, IL.

Political Donations
$5,000
2013

The National Republican Congressional Committee (NRCC) is the Republican Hill committee which works to elect Republicans to the United States House of Representatives. The NRCC was formed in 1866, when the Republican caucuses of the House and Senate formed a "Congressional Committee". It supports the election of Republicans to the House through direct financial contributions to candidates and Republican Party organizations; technical and research assistance to Republican candidates and Party organizations; voter registration, education and turnout programs; and other Party-building activities.

$5,000
2013
$2,500
2012

Senator at Office of the Senator from Utah, Mitt Romney

Transactions
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Windhorse Capital Management LLC raised money in a private placement transaction

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Windhorse Endeavor LP raised money in a private placement transaction

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Windhorse Horizons LP raised money in a private placement transaction

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