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Jacob W
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Jacob Weiss is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and has been with Goldman Sachs since 2026. His prior experience includes roles at E Rate Solutions Group, Grodsky, Caporrino & Kaufman, and Amelias by the Sea, as well as academic positions during his studies at Bucknell University and Colts Neck High School. Goldman Sachs Wealth Services advises a diverse range of clients, including individuals, executives, plan sponsors, and institutions, offering financial planning, portfolio management, and specialized wealth programs. The firm leverages integrated capabilities across the Goldman Sachs ecosystem to tailor investment strategies and provide access to alternative investments and various advisory services.
Parker S
Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Parker Stone is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with United Capital Financial Advisers, LLC and 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 high-net-worth individuals and institutional clients. The firm uses centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support.
Scott R
Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Scott Russell is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and possessing 22 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 15 years at Ayco/Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a diverse client base, including individual and high-net-worth households, corporate and employer-sponsored participants, as well as charitable and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.
Anthony B
Series 66
Boston, MA
Goldman Sachs Wealth Services
Anthony Bevilacqua is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with 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, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored solutions such as Executive Wealth and Private Family Office support.
Fredy M
Series 66
Boston, MA
Goldman Sachs Wealth Services
Fredy Molfino De La Jara is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior work includes positions at PriceWaterhouseCoopers and FPMC LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm combines centralized investment resources and model portfolios with both discretionary and non-discretionary manager implementation, offering a range of tailored services such as retirement plan education and private family office support.
Tatiana H
Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Tatiana Howell is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her background includes internships and roles related to financial wellness and education at the University of California Merced and the Congressional Black Caucus Foundation. 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 model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
Bryce B
Series 66
Minneapolis, MN
Goldman Sachs Wealth Services
Bryce Bockin is a financial advisor with Goldman Sachs Wealth Services in Minneapolis, holding a Series 66 credential and eight years of industry experience. He has worked at Goldman Sachs since 2022 and previously at Cetera Advisor Networks and Voya Financial Advisors. Outside of advisory work, he serves as a soccer referee with the United States Soccer Federation and is on the Board of Directors at Sigma Chi (University of Minnesota). Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, offering tailored financial planning and portfolio management. The firm integrates resources from across the Goldman Sachs ecosystem, providing strategic allocation models, specialized wealth programs, and a broad range of investment solutions.
Christopher C
Series 66
Irving, TX
Goldman Sachs Wealth Services
Christopher Cavazos is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. He has worked at Goldman Sachs Personnel Financial Management since 2019 and served in the Texas Army National Guard since 2018, following prior service in the South Carolina Army National Guard and a five-year period at The Citadel, Military College of South Carolina. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and offers a range of tailored services, leveraging its integration within a large financial group to deliver comprehensive wealth management solutions.
Deven S
Series 66
Atlanta, GA
Goldman Sachs Wealth Services
Deven Shah is a financial advisor at Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Goldman Sachs, he held academic positions at Emory University, New York University, Brandeis University, and Horace Mann School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm utilizes strategic and tactical allocation models, discretionary and non-discretionary implementations, and access to a wide range of affiliated resources across the Goldman Sachs ecosystem.
Arinola A
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Arinola Afolabi is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, she held positions at Piper Sandler and worked at the University of Illinois at Urbana-Champaign. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm utilizes strategic allocation models, manager selections, and operational tools including tax-aware techniques and proprietary analytics to tailor portfolios to client objectives.
Luigi G
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Luigi Gazzillo is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. He has been with Goldman Sachs Ayco Personal Financial Management since 2019 and previously worked at Aflac, Mens Wearhouse, Dick's Sporting Goods, and Pigliavento Builders. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.
Ryan O
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Ryan Ostiguy is a Series 66–licensed financial advisor with Goldman Sachs Wealth Services, based in Cohoes, NY. He has three years of industry experience, including his current role at Goldman Sachs & Co LLC since 2023. His prior work history includes multiple positions at Marist College and roles outside financial services such as at Pheasant Hollow Golf Course and Columbia High School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, executives, institutional clients, and plan sponsors. The firm utilizes strategic and tactical allocation models, manager selections, and a range of fee arrangements, leveraging resources across the broader Goldman Sachs ecosystem to deliver comprehensive wealth management solutions.
Bourke K
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Bourke Kraus is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and eight years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied, Special Counsel, and the Shenendehowa School District. He is currently based in Cohoes, NY. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management, leveraging strategic allocation models and access to alternative investments within the broader Goldman Sachs ecosystem.
Carin L
Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Carin Luyben is a financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a decade 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.
Thomas C
Series 63
Morristown, NJ
Goldman Sachs Wealth Services
Thomas Cawley is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 21 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth programs, tailoring strategies through integrated resources across the Goldman Sachs ecosystem.
Donal O
Series 66
Boston, MA
Goldman Sachs Wealth Services
Donal O Rourke is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has a background that includes service in the United States Army Reserve Command and studies at Boston University School of Law. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies supported by its Private Wealth Investment Strategy Group and External Investment Group and integrates capabilities across the broader Goldman Sachs ecosystem.
Bryant N
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Bryant Nikodem is a financial advisor at Goldman Sachs Wealth Services with 17 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 15 years 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a combination of discretionary and non-discretionary managers within a large integrated financial group.
Manqian Y
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Manqian Yang is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Cohoes, NY, and has three years of industry experience. Prior to joining Goldman Sachs, Yang held roles at Atlantix Partners, Shenzhen HighTop Certified Public Accountants, and EC USA Holdings Inc., among others. 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 uses centralized investment resources and model portfolios, delivering services through a mix of discretionary and non-discretionary managers while integrating offerings across its broad financial platform.
Nivene A
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Nivene Al Ibrahim is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 license and three years of industry experience. Her background includes multiple roles at Goldman Sachs & Co LLC and experience in retail and community organizations. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and offers a variety of platforms and operational tools, supported by integration with the broader Goldman Sachs ecosystem.
Matthew F
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Matthew Farago is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has previously worked at PepsiCo and in various roles related to recreation and education. Farago’s experience includes work at the University of Connecticut and several community organizations. Goldman Sachs Wealth Services advises a broad range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management using strategic allocation models and a variety of fee arrangements, supported by a wide network of affiliated Goldman Sachs entities and specialized advisory programs.
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