Rothstein Kass Adds Kevin M. Goldstein as Director in Business Advisory Services Practice

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Industry Veteran Brings More Than Two Decades of Experience to Firm’s New York City Office

Rothstein Kass (, a leading professional services provider to the financial services industry, today announced that Kevin M. Goldstein has joined the firm as a director in the Business Advisory Services practice in its New York City office. With more than two decades of experience developing strategic planning, business development and technology solutions for many of the industry’s largest financial institutions, Mr. Goldstein will advise clients, including hedge funds, funds of funds, mutual funds, private equity managers, broker-dealers, RIAs and family offices, on matters such as business strategy, new product development, infrastructure, technology assessments and more.

“Kevin is well-respected in the alternative investments space and has a proven track record of developing innovative but practical solutions for a wide range of companies,” said Jeff Kollin, principal in the Financial Services Advisory practice at Rothstein Kass. “His wealth of knowledge and diverse experience will help give our clients the critical competitive edge that helps them stay one step ahead of their competition. He’s a great example of the kind of individual that drives this firm forward, and we are excited to have someone like Kevin join our team.”

Prior to joining Rothstein Kass, Mr. Goldstein was the co-founder and CEO of Auxia Partners, a provider of virtual and cloud technology solutions primarily to alternative investments firms. Previously, he was partner/global head of strategy and business development for NorthPoint Solutions, a technology consulting firm, where he developed and managed the financial services practice with a focus on alternative asset managers. Mr. Goldstein also previously held a senior position in institutional fixed income sales and trading at Citicorp Securities.

“Rothstein Kass has earned its reputation as one of the premier leaders in the alternative investments space because of its high caliber employees and the experiences they bring,” said Mr. Goldstein. “I look forward to working in an environment that values and fosters collaboration with each other as well as clients. I am excited to bring my own perspectives, insights and skills to the team.”

Mr. Goldstein graduated with a Bachelor of Arts degree from Bowdoin College in Maine and earned a Masters of Business Administration from the Kellogg School of Management at Northwestern University, concentrating in finance, marketing and management strategy.

About Rothstein Kass:
Founded in 1959, Rothstein Kass is a premier professional services firm serving privately-held and publicly-traded companies, as well as high-net-worth individuals and families. With more than 1,000 professionals, the firm provides accounting, advisory, auditing and tax services, as well as a full array of integrated services such as litigation and forensic consulting and concierge and tax accounting to clients across industry spectrums and in all stages of development. Rothstein Kass is widely recognized as a leader in the financial services space, consistently ranking among the top CPA firms serving the Hedge Fund, Private Equity, Venture Capital, Broker Dealer and Family Office segments.

At the core of Rothstein Kass’ remarkable success is a commitment to hiring, developing and retaining employees with the same entrepreneurial spirit that permeates the sophisticated business and financial services communities the firm serves.

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Kathleen O’Toole
Rothstein Kass
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