Stephen Goldman - Managing Director
Stephen has extensive experience in the financial services sector, including over 6 years as a Premier Client Manager at HSBC combining relationship and wealth management in the ultra-high net worth space with HSBC Premier in the West End of London. He joined AM&A in January 2014, became a Director in May 2017, and from January 2019 has taken on the role of Managing Director.
Stephen enjoys building relationships with clients and ensuring their financial planning is managed in a way that is understandable and accessible. Every client is looked after as an individual.
Stephen is an avid Sunderland football supporter and involved in a number of charitable activities in the local community. He is married to Deborah, our Practice Manager, and they have 3 children.
David Marks - Head of Investments
David Marks has been continuously involved in the Financial Services industry since 1978 during which time he has established and maintained long term relationships with his clients; providing bespoke financial solutions and continuity of service.
David runs our in-house investment proposition including the management of our risk rated Model Portfolios which have now doubled in number since first introduced in 2008.
Deborah Goldman - Practice Manager
Deborah is a business professional with over 20 years' experience in both the public and private sectors. She started her career as an IT graduate, followed by 9 years as a programme manager in a local government agency, more recently working as a school business manager. She joined AM&A in 2014 and has become an important member of the team, responsible for the day-to-day running of the office and making sure our clients are looked after.
In her spare time, when she is not looking after her 3 children, Deborah is a keen runner and has taken part in one London marathon as well as many other races, raising money for charity. She is also a keen baker and enjoys creating intricately designed cakes!