In this week’s second Goldstein on Gelt podcast, Chris Cogswell, money manager at Chancery Financial Advisors and associate director of Portfolio Resources Group, explains his role as a money manager. How do money managers take care of your money? And have you ever heard of “socially responsible” investing? Find out more on this week’s show.


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Douglas Goldstein, CFP®, is the director of Profile Investment Services, Ltd, a financial planning and investment services firm specializing in working with Americans living in Israel who have investment accounts in America. He is a licensed financial professional both in the U.S. and Israel. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Accounts held at Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. Neither Profile nor PRG gives tax or legal advice. Before immigrating to Israel, it is advisable to consult with a tax attorney who is knowledgeable about Israeli law. Contact at [email protected]