Phillip Goldstein Overview

  • Company
  • High Income Secu...

  • Primary Position
  • Chairman & Secre...

  • Active Board Seats
  • 5

Phillip Goldstein General Information

Biography

Mr. Phillip Goldstein is a Co-Founder and serves as Managing Member and Principal at Bulldog Investors. He is its lead investment strategist. Widely acclaimed as one of the foremost experts in closed-end fund investing and in using activist techniques to enhance investment returns, he has appeared on and been interviewed by numerous business shows and publications, including CNBC, Forbes, and Fortune Magazine. He plays a key role in implementing the firm's activist strategies and, in this capacity, has served as a director of several closed-end funds in which a Bulldog-managed fund maintains a strategic position. He is currently a director of the Mexico Equity and Income Fund Inc., MVC Capital, Inc., Special Opportunities Fund, Inc., Crossroads Liquidating Trust, and Brookfield DTLA Fund Office Trust Investor Inc. He graduated from the University of Southern California in 1966 with a Bachelor of Engineering degree and from City College, New York in 1968 with a Master of Engineering degree.

Contact Information

Primary Position
Chairman & Secretary, Administration, High Income Securities Fund
Education
University of Southern California (USC), BE (Bachelor of Engineering)
City College of New York, ME (Master of Engineering)
Gender
Male
Email
pg
Phone
+1 (888)
Address
  • 615 East Michigan Street
  • Milwaukee, WI 53202
  • United States
+1 (888)

Phillip Goldstein Positions (3)

Firm name Firm type Title Location Industry Since
Bulldog Investors Investor Co-Founder, Executive & Principal Newark, NJ Hedge Fund
High Income Securities Fund Company Chairman & Secretary, Administration Milwaukee, WI Asset Management
Special Opportunities Company Chairman & Board Member Milwaukee, WI Asset Management

Phillip Goldstein Board Seats (5)

Company Industry Ownership Status Financing Status Location Since
BNY Mellon Municipal Income Other Financial Services Publicly Held Corporation New York, NY
High Income Securities Fund Asset Management Publicly Held Corporation Milwaukee, WI
Mexico Equity and Income Fund Asset Management Publicly Held Corporation Milwaukee, WI
Special Opportunities Asset Management Publicly Held Corporation Milwaukee, WI
Swiss Helvetia Fund Other Financial Services Publicly Held Corporation New York, NY

Phillip Goldstein Network (24)

Board Members (24)

Name Company Representing Location From
Warren Holtsberg MVC Capital BDC MVC Capital BDC Purchase, NY
Nathan Leventhal BNY Mellon Municipal Income Self New York, NY
BNY Mellon Municipal Income Self New York, NY
Swiss Helvetia Fund Self New York, NY
Special Opportunities Self Milwaukee, WI

Phillip Goldstein FAQs

  • Who is Phillip Goldstein?

    Mr. Phillip Goldstein is a Co-Founder and serves as Managing Member and Principal at Bulldog Investors.

  • How much does Phillip Goldstein typically invest?

    Phillip Goldstein's median deal size is .

  • What is Phillip Goldstein’s main position?

    Phillip Goldstein’s primary position is Chairman & Secretary, Administration.

  • What are the contact details for Phillip Goldstein?

    Phillip Goldstein’s email address is pg and his phone number is +1 (888) .

  • How many active board seats does Phillip Goldstein hold?

    Phillip Goldstein holds 5 board seats including BNY Mellon Municipal Income, High Income Securities Fund, Mexico Equity and Income Fund, Special Opportunities, and Swiss Helvetia Fund.

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