Elsa Goldberg
Director of Operations
As the Director of Operations, Elsa strives for exceptional client service and happily provides project oversight and client liason. Bringing more than 30 years of financial operational experience with her.
Her career started out in Philadelphia and New York working as a client service associate for a mutual fund company and as an institutional sales assistant and stock loan manager for a large brokerage firm.
The move to California came in 1988 when she fell in love with the palm trees and the easy outdoor lifestyle. As a change of pace she tried out different industries and worked as a headhunter, managed the eastern region for a non profit organization, and tried her hand as a technical editor for an environmental engineering firm. After spending many years with Morgan Stanley, she took a leap of faith and accepted an offer to join her colleague, Michael Gates when he chose to leave an start an independent firm. She has worked with Michael now for 14 years - and it's been one of the best decisions she has made.
Elsa has many interests fitness, interior design, great food and travel to name a few.
Elsa is an ardent supporter of the Pancreatic Cancer Action Network (pancan.org).