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