Our senior management team brings more than 200 years of experience to our culture. Our backgrounds include diverse financial expertise in areas of insurance, risk management, asset protection, wealth transfer, investment management, tax, legal, securities, accounting, finance and more. With access to such a broad array of deep technical knowledge, we can rapidly and thoroughly develop bespoke solutions to complex problems that we make simple to understand. Critically, these solutions are engineered to deliver specifically what our clients and their other advisors seek but cannot find anywhere elsewhere. 

Joshua Gottlieb  Chairman and Chief Executive Officer   c 216.375.2700   t 440.914.9603    jgottlieb@gottlieb-org.com    LinkedIn

Joshua Gottlieb
Chairman and Chief Executive Officer

c 216.375.2700
t 440.914.9603
jgottlieb@gottlieb-org.com
LinkedIn

Michael G. Goldstein  Executive Vice President – Tax, Estate Planning and Non Qualified Benefit Solutions   c 714.345.1510   t 440.793.0215  mgoldstein@gottlieb-org.com     LinkedIn

Michael G. Goldstein
Executive Vice President – Tax, Estate Planning and Non Qualified Benefit Solutions

c 714.345.1510
t 440.793.0215
mgoldstein@gottlieb-org.com

LinkedIn

Charles M. Hall   General Counsel and Corporate Secretary, President Advanced Captive Management Company    t 440.914.9675    chall@gottlieb.org

Charles M. Hall
General Counsel and Corporate Secretary, President Advanced Captive Management Company

t 440.914.9675
chall@gottlieb.org

W. Garrett McDaniel, Jr.   Chief Marketing Officer, Senior Vice President   –   Corporate Strategies Group   c 201.739.1048 t  440.914.9615    gmcdaniel@gottlieb-org.com    LinkedIn   

W. Garrett McDaniel, Jr.
Chief Marketing Officer, Senior Vice President  Corporate Strategies Group

c 201.739.1048
t 440.914.9615
gmcdaniel@gottlieb-org.com
LinkedIn
 

Jeffrey Smith  Vice President, Managing Director Forensic Planning Consultancy and Philanthropic Solutions   t 440.914.9690    jsmith@gottlieb-org.com     

Jeffrey Smith
Vice President, Managing Director Forensic Planning Consultancy and Philanthropic Solutions

t 440.914.9690
jsmith@gottlieb-org.com

 

Bernard E. Rosen   CLU, ChFC   Senior Vice President   –   Corporate Strategies Group    c 310.422.0801   t 440.914.9616    brosen@gottlieb-org.com     

Bernard E. Rosen CLU, ChFC
Senior Vice President  Corporate Strategies Group

c 310.422.0801
t 440.914.9616
brosen@gottlieb-org.com