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Theodore B

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Theodore Butynes is a financial advisor at Goldman Sachs Wealth Services, holding a Series 66 designation with one year of industry experience. His prior work includes roles within Goldman Sachs & Co. LLC and Risk Placement Services, Inc. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering services such as financial planning, portfolio management, and specialized executive wealth programs. The firm employs tailored allocation models and a range of fee arrangements, leveraging capabilities across the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Kristina R

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Kristina Rudolph is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds a Series 66 designation and has worked previously at The Ayco Company, L.P./Mercer Allied, Walsh College, and North American Bancard. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers while offering specialized programs such as Executive Wealth and Private Family Office support.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Liam M

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Liam Mc Donough is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Prior to joining Goldman Sachs, he worked at GP Fund Solutions and was involved with the Pulsifer Career Development Center at Bentley University. He also has experience at the Country Club of Troy. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporations, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a mix of discretionary and non-discretionary managers within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Robert B

Series 63, Series 65

Atlanta, GA

Goldman Sachs Wealth Services

Robert Bacon is a financial advisor at Goldman Sachs Wealth Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 21-year tenure at The Ayco Company, L.P./Mercer Allied. Based in Atlanta, GA, he provides advisory services within a large enterprise firm. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth solutions, leveraging its integrated financial group structure and affiliated entities.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Rohit A

Series 66

Jersey City, NJ

Goldman Sachs Wealth Services

Rohit Ahuja is a financial advisor with Goldman Sachs Wealth Services in Jersey City, NJ, holding a Series 66 designation and having seven years of industry experience. Prior to his current role since 2021, he worked at The Ayco Company, L.P./Mercer Allied and Boston Private Bank and Trust Company. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, corporate participants, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models and proprietary analytics while integrating resources across the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Joseph H

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Joseph Hasenkopf is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 12 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. Outside of his advisory role, Hasenkopf consults for Crystal Brook Resort and Hasenkopf, LLC, providing business and advertising guidance for these resort management organizations. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored solutions through both discretionary and non-discretionary managers within an integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Zachary D

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Zachary Dunning is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked previously at The Ayco Company, L.P./Mercer Allied, Dana Distributors, Northwestern Mutual, Southern New Hampshire University, and MB&L Parking Solutions. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm integrates centralized investment resources and a range of affiliated services to deliver tailored wealth management solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Trevor B

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Trevor Bauman is a financial advisor with Goldman Sachs Wealth Services based in Newport Beach, CA. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Ayco, a Goldman Sachs company, and several other firms where he gained diverse professional experience. Goldman Sachs Wealth Services provides comprehensive financial planning and portfolio management to a wide range of clients, including individual investors, executives, plan sponsors, and institutions. The firm integrates strategic investment models and proprietary research within the broader Goldman Sachs ecosystem to deliver tailored wealth management solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Rhiannon C

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Rhiannon Commisso is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, combining discretionary and non-discretionary managers, and provides specialized programs such as Executive Wealth and Private Family Office support.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Ryan M

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Ryan Mc Kenna is a Series 66-credentialed financial advisor with one year of industry experience. He has worked at Goldman Sachs & Co. LLC since 2025 and previously had a one-year tenure at BlackRock. His background includes four years at Washington and Lee University prior to entering the financial sector. Goldman Sachs Wealth Services advises individual investors, corporate participants, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm tailors strategies using proprietary and third-party analytics, integrating capabilities across the broader Goldman Sachs network.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Brooke W

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Brooke Wallace is a financial advisor with Goldman Sachs Wealth Services in Morristown, NJ. She holds the Series 66 designation and has one year of industry experience. Her previous roles include positions at Wynkoop Financial and Tsamutalis and Company. Wallace attended Bucknell University from 2021 to 2025. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm utilizes strategic and tactical allocation models alongside proprietary research and offers a wide range of advisory programs and access to alternative investments.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Jesse C

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Jesse Castillo is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and positions in university recreation and hospitality. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, providing financial planning and portfolio management alongside specialized offerings such as Private Family Office and Executive Wealth programs. The firm leverages strategic allocation models, manager selections, and a range of fee arrangements, integrating capabilities across the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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William F

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

William Farkas is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and has previously worked at Indiana University and Mill Ridge Wealth Management, LLP. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Mira G

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Mira Gurock is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA. She holds a Series 66 designation and has been with Goldman Sachs & Co. LLC since 2026. Her prior work history includes roles at CBRE, JLL, and Emory University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering comprehensive financial planning and portfolio management. The firm integrates resources across the Goldman Sachs ecosystem to provide tailored investment strategies, specialized executive wealth programs, and access to alternative investments.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Michael C

Series 66

Troy, MI

Goldman Sachs Wealth Services

Michael Ceccoli is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021. Prior to that, he was with The AYCO Company, L.P./Mercer Allied for 14 years. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and integrated strategies across affiliated teams, offering tailored services such as Executive Wealth and Private Family Office support.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Megan Y

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Megan Yip is a financial advisor with Goldman Sachs Wealth Services in Morristown, NJ, holding a Series 66 designation and five years of industry experience. She has worked at Ayco since 2021 and previously held positions with Bank of New York Mellon, Citizens Financial Group, and The Wharton School at the University of Pennsylvania. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office support and Executive Wealth programs. The firm integrates strategic investment approaches and proprietary analytics within the broader Goldman Sachs network to serve clients through various fee structures and operational tools.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Megan B

Series 66

Saratoga Springs, NY

Goldman Sachs Wealth Services

Megan Bishop is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 credential and has worked at Goldman Sachs and The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a broad range of clients, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrated financial group affiliates to deliver tailored wealth management solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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William T

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

William Tran is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and previously worked at Principal Financial Group for five years. Tran has also pursued graduate education at the University of Southern California. Goldman Sachs Wealth Services serves a broad client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management solutions, integrating resources from across the Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Joshua S

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Joshua Stelzer is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and was previously with The Ayco Company, L.P./Mercer Allied from 2013 to 2021. He is based in Dallas, TX. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm uses centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Jonathan A

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Jonathan Ayache is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporations, and institutional clients. The firm offers tailored services such as executive wealth management, personal wealth, private family office support, and retirement plan education, leveraging centralized investment resources and a range of affiliated and unaffiliated managers.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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