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Charles Goldstein

Managing Director

Direct: +1 410.783.6390
Mobile: +1 410.200.0557

Areas of Expertise

  • Corporate Restructuring & Recovery
  • Fiduciary Services
  • Transaction Services
  • Litigation & Financial Investigations

Industry Expertise

  • Healthcare
  • Government
  • Retail
  • Energy
  • Real Estate
  • Technology

Education & Certifications

  • BA – Economics, University of Maryland
  • MBA, University of Maryland
  • JD, University of Maryland
  • Certified Public Accountant (CPA – Inactive)
  • Certified in Financial Forensics (CFF)

Professional Memberships

  • American Institute of Certified Public Accountants
  • Maryland Association of Certified Public Accountants
  • American Bankruptcy Institute
  • Association of Insolvency & Restructuring Advisors

Charles Goldstein

Managing Director

Direct: +1 410.783.6390
Mobile: +1 410.200.0557

Professional Experience

3Cubed Advisory Services, LLC – Managing Director
Founded and leading firm providing financial consulting and transaction services to corporate and financial institution clients as well as serving in a variety of fiduciary roles.
March 2018 to present. 

Protiviti, Inc. – Managing Director
Led corporate restructuring and litigation services group.
April 2007 to December 2016
Led transaction services group as well as provide restructuring and fiduciary services.
January 2016 to February 2018

Penta Advisory Services, LLC – Managing Director
Founded and led firm focused on corporate restructuring, fiduciary, litigation and investigative services.
January 2005 to March 2007

Navigant Consulting Inc. – Managing Director
Provided corporate restructuring, fiduciary and litigation services.
September 1999 to December 2004

Areas of Practice

  • Provides corporate restructuring, turnaround and crisis management services including serving as CRO/interim CEO.
  • Provides fiduciary services including serving as bankruptcy trustee, plan trustee, examiner and state court receiver.
  • Provides financial advisory and investigative services to debtors, secured and unsecured creditors, trustees, and other interested parties.
  • Directs due diligence and consulting services for both buy and sell side engagements.
  • Directs financial forensic investigations.