Rodney L. Goldstein
Rod serves as Co-Managing Partner of Wealth Strategist Partners (WSP). Rod has worked with business-owning families for over 35 years. He is presently an independent director and Governance Committee chair of a $1bn+ family business, and is an independent director of a mid-sized, rapidly growing business services company acquired from its founder by present leadership; he has served as a director of numerous private and public companies.
Prior to joining WSP nearly six years ago, Rod spent over 30 years with Frontenac, a Chicago-based private equity firm, including 22 years as the firm’s Chairman and Managing Partner. Formed in 1971, Frontenac has 50+ years’ experience investing in, and partnering with, family and founder-owned businesses; during his tenure, most of Frontenac’s investors were families and private individuals. While at Frontenac, Rod served as lead director of numerous private companies including many where he oversaw formation of a first-time board; he was also a director of several public companies, serving on the audit and compensation committees of each. Prior to Frontenac, Rod was a member of the strategy consulting practice at Booz Allen Hamilton.
Rod is a trustee of the University of Chicago, a member of its investment committee, and is past chair of the University of Chicago Medical Center board. He is a member of the Commercial Club of Chicago and past vice chair of the Economic Club of Chicago. Rod has served Philips Academy, Andover as a member of tis investment committee since for over 25 years and is on the investment committee of the Western Golf Association. Early in his career, Rod was engaged in the stewardship of a family business founded by his great-grandfather in 1879 in Peoria, Illinois, where Rod was raised.
Rod is a graduate of Phillips Academy - Andover, and received a B.A., cum laude, from Princeton University and an M.B.A from the Wharton School, University of Pennsylvania.
Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealth Strategist Partners is engaged, or continues to be engaged, to provide services.