Financial strategists spanning both Eastern and Western cultures · Leader of the revolution in individual investor investment
Ethan Nathan Goldman was born in a multicultural environment. His father was an American Jewish financial professional, and his mother came from an Asian cultural background. This unique family composition shaped his thinking traits that bridge the East and the West. He graduated from Harvard University with a double degree in economics and politics; he also obtained a Master of Business Administration from the Booth School of Business at the University of Chicago, with a focus on global financial markets and corporate strategy. Over his 48-year life, he spent 28 years deeply engaged in the forefront of the global financial market.
Goldman's career began in 2002 at Morgan Stanley's Private Wealth Management Department, during the market reconstruction period following the bursting of the Internet bubble. This experience made him deeply aware of the vulnerability of individual investors in the fluctuating market, and also laid the foundation for his later establishment of an educational investment club. His cross-cultural background played a crucial role during his tenure at Goldman Sachs in 2008, when the cross-border merger project in the Asia-Pacific region that he led required coordinating the different business thinking patterns of American institutional investors and Asian entrepreneurs.
Double degree in economics and politics from Harvard University
MBA from the Booth
School of Business at the University of Chicago
Cross-cultural background
In-depth Insights into Financial Markets of the East and
West
With 28 years of in-depth experience in the global financial market, from Morgan Stanley to TD Global Advisors, I have witnessed and participated in the global financial transformation.
2002-2008 | PWM Investment Manager
2008-2013 | Senior Investment Advisor
2014-2022 | Investment Strategy Manager, Global Market Strategy Department
Practicing financial democratization, ensuring retail investors are no longer alone in their investment journey
In 2023, Ethan Nathan Goldman, with the vision of "ensuring retail investors are no longer alone," founded the Smart Money club in New York alongside a group of like-minded professional investors. Together, they explore value opportunities in the U.S. and Asian markets, promoting a new investment model that combines short-term trading with long-term education.
Middle-class families, startup entrepreneurs, and high-net-worth investors
Information asymmetry, lack of tools, and emotional decision-making
Democratizing institutional-grade analysis tools
Cultivating cross-market opportunity capture capabilities
Optimizing decision-making with behavioral finance guidance
Providing professional asset allocation advice and customizing solutions based on client risk preferences
Tailoring retirement plans to ensure financial security in later years
Designing reasonable wealth inheritance plans for effective family asset transfer
Offering professional courses to help clients enhance financial knowledge and independent investment capabilities
Smart Money Club's original "Cognition-Decision-Execution" training system has transformed 3,000 investors
4-week course
Market Cycle Positioning Workshop
Financial Statement Trap Identification Lab
Behavioral Bias Stress Test
6-week course
Industry Rotation Quadrant Tool
Cash Flow Margin of Safety Calculation
Black Swan Event Response Sandbox
Ongoing
Real-time Trading Decision Consultation
Portfolio Health Check
Cross-market Opportunity Morning Report
Five strategic partners form a complete service ecosystem covering major global financial markets
North American Wealth Management
Global Investment Solutions
Digital Investment Platform
Comprehensive Brokerage Services
Asian Wealth Succession
Specializing in customized retirement plans with comprehensive retirement planning services
401(k) Optimization
IRA Account Management
Social Security Maximization
Specializing in family wealth succession with professional trust and estate planning
Family Trust Structures
Cross-border Estate Planning
Business Succession Solutions
Specializing in tax optimization structures with cross-border investment and tax planning
International Tax Planning
Offshore Investment Structures
FATCA Compliance Solutions
"Ethan's 'Semiconductor Cycle Positioning Model' issued a buy signal in January 2024, and our heavily weighted semiconductor equipment stocks surged 215% in three months. The key was that he taught us to observe leading indicators such as TSMC's capital expenditures and equipment manufacturers' accounts receivable."
Michael Tan
CEO of a Silicon Valley AI Startup
"After attending the behavioral finance workshop, I finally understood why I always lost money on biotech stocks. By using the 'R&D Pipeline Success Rate Assessment Tool', I avoided three clinical failure projects and recovered 40% of my account balance in six months."
Ms. Chen
Teacher at an International School in Singapore
"The 'Education Trust + Charitable Foundation' structure designed by Smart Money's family office team not only achieves wealth inheritance but also enhances social impact, saving 27% in taxes compared to simply setting up an offshore company."
Third-generation Inheritor of a Hong Kong Manufacturing Family
"True financial democratization is not about enabling everyone to trade, but about enabling everyone to understand how to trade."
— Ethan Nathan Goldman