Corporate Finance

Financial Services

Richard Goldberg
Senior Advisor

Telephone: (212) 705-0454

Richard Goldberg Joined Needham & Company in 2009. Richard has been a Wall Street veteran for more than 25 years. In that capacity, he advised on a number of transformational financial service transactions including the mergers of Dean Witter/Morgan Stanley and Swiss Bank Corp/UBS. His Wall Street career includes Dresdner Kleinwort Wasserstein (formerly Wasserstein Perella), where he was a managing director and head of its North American Financial Institutions Group, as well as Lazard, where he served as vice president in Mergers and Acquisitions. Earlier in his career he worked at Lehman Brothers. He has worked on a wide array of projects both domestically and internationally, including corporate financings, mergers and acquisitions for commercial banks, financial technology companies, hedge funds, insurance companies, securities brokerage firms and traditional asset managers. His theories behind global markets and financial institutions along with the practical applications he learned as an investment banker have led him to pursue both a teaching and a writing career. He is currently a faculty and board member of Columbia University's School of International and Public Affairs. Richard Goldberg’s publication, The Battle for Wall Street (Wiley, January 2009), examines the struggle for financial supremacy between the sell-side banks versus the buy side money managers and the private equity firms. He holds an MBA from University of Pennsylvania’s Wharton Business School.

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