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Gavin B
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Gavin Bishop is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential. He has one year of industry experience and previously worked at Auxo Investment Partners. Outside of finance, he has experience in educational and hospitality roles, including seven years at East Grand Rapids Public Schools. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning and portfolio management alongside specialized wealth programs. The firm leverages proprietary and third-party analytics, including AI, and offers a range of fee arrangements and platforms tailored to client objectives.
Hannah S
Series 66
Chicago, IL
Goldman Sachs Wealth Services
Hannah Stamps is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022. Prior to that, she was employed at Tulane University and Target. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and manager selections, integrating a range of fee arrangements, platforms, and proprietary research tools.
Elizabeth O
Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Elizabeth Otoole is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. She has been with Goldman Sachs Ayco since 2021 and previously worked at Bodhi Leaf Trading Co, Chapman University, Target, and Mater Dei High School. 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 model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.
Sean S
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Sean Smith is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, including prior roles at The Ayco Company, L.P. and Mercer Allied. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth programs. The firm employs a strategic and tactical investment approach supported by integrated resources across the Goldman Sachs ecosystem.
Brett C
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Brett Clatworthy is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following eight 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored offerings such as Executive Wealth and Private Family Office support within a large integrated financial group.
Richard P
CFP®, Series 63
Mount Pleasant, SC
Goldman Sachs Wealth Services
Richard Pearce is a CFP® with 14 years of experience in the financial services industry. He is currently with Goldman Sachs Wealth Services and has prior experience at United Capital Financial Advisers, Edge Capital Group, Edge Advisors, and Edge Corporate Finance. He serves as an Investment Committee Member at Saint Philip's Church in Charleston, SC. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management services supported by a range of investment strategies and operational tools, leveraging the broader Goldman Sachs network across banking, asset management, and advisory capabilities.
Peter M
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Peter Mancini 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 & 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support.
Elizabeth H
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Elizabeth Hill is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Goldman Sachs & Co. LLC and Merch Pier, as well as teaching positions at the University of Virginia, Hopewell High School, and Timberland Middle School. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth services. The firm employs strategic and tactical allocation models supported by multiple affiliated groups and platforms, integrating proprietary analytics and a broad range of fee arrangements.
John K
Series 66
Dallas, TX
Goldman Sachs Wealth Services
John Kendig is a Series 66 licensed financial advisor with eight years of industry experience, currently with Goldman Sachs Wealth Services in Dallas, TX. He has worked at Goldman Sachs & Co. LLC since 2019 and previously at The Ayco Company, L.P./Mercer Allied and GCATS Investments LLC. 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 employs strategic and tactical allocation models and integrates resources from across the Goldman Sachs organization to deliver customized wealth management solutions.
Jeffrey D
Series 63
Newport Beach, CA
Goldman Sachs Wealth Services
Jeffrey Demaio is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding a Series 63 designation and over 31 years of industry experience. He previously worked at Ayco/Mercer Allied Company, L.P. for 27 years before joining Goldman Sachs in 2021. He serves as an Investment Committee Member at St. Joseph Hospital Foundation. 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 leverages centralized investment resources and offers tailored solutions such as executive wealth and private family office support within a large integrated financial group.
Anh Thu D
Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Anh Thu Damiani 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, Damiani worked at Goldbook Financial, a MassMutual firm, and has held roles in training, fitness, education, and hospitality. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support through an integrated financial group structure.
John D
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
John Dewald is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds a Series 66 designation and has previously worked at The AYCO Company, L.P./Mercer Allied, Wayne Hummer Investments LLC, and Axa Advisors, LLC. Dewald is based in Deerfield, Illinois. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and access to specialized programs such as Private Family Office services and Alternative Investments.
Daniel F
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Daniel Flusche is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Dallas, TX, bringing 15 years of industry experience. He previously worked for The AYCO Company, L.P./Mercer Allied from 2010 to 2021 before joining Goldman Sachs in 2021. 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 integrates centralized investment resources and model portfolios with tailored offerings such as Executive Wealth and Private Family Office support.
Nathan D
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Nathan Derrick is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and five years of industry experience. His work history includes roles at Goldman Sachs & Co. LLC since 2021 and previous positions at The Ayco Company. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth programs. The firm employs strategic and tactical allocation models and integrates capabilities across Goldman Sachs affiliates to provide comprehensive investment solutions.
Il Kyu L
Series 66
New York, NY
Goldman Sachs Wealth Services
Il Kyu Lee is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services in New York, NY, and has two years of industry experience. His prior work includes positions at UBS, Commonwealth Financial Network, and academic roles at Northeastern University, Sciences Po, and CUNY Baruch College. 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 proprietary analytics, leveraging the broader Goldman Sachs ecosystem to deliver tailored advisory solutions.
Brian M
Series 65, Series 63
Morristown, NJ
Goldman Sachs Wealth Services
Brian Mengel is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent six years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm customizes client plans using strategic allocation models and offers a range of advisory services, including Private Family Office and Specialized Executive Wealth programs, supported by proprietary research, tax-aware techniques, and integration with Goldman Sachs’ broader capabilities.
Timothy P
Series 66
Atlanta, GA
Goldman Sachs Wealth Services
Timothy Pounds is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 13-year tenure at The AYCO Company, L.P./Mercer Allied. He is based in Atlanta, GA. 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 leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of products and services.
Savita G
Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Savita Govind is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has been with Goldman Sachs since 2022. Her prior experience includes roles at The George Washington University and the Office of the Comptroller of the Currency. 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 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.
Sarah M
Series 65, Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Sarah Motto is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Goldman Sachs & Co. LLC since 2018, following prior roles at The Ayco Company, L.P./Mercer Allied, LPL Financial, LLC, and State Employees Federal Credit Union. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth programs. The firm utilizes strategic allocation models and a range of platforms to tailor plans, leveraging resources across the Goldman Sachs ecosystem.
Kyla A
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Kyla Archie is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has spent her career primarily at Goldman Sachs Ayco Personal Financial Management and Goldman Sachs & Co. LLC. Previously, she worked at Cardona's Market and Vans, and has been affiliated with The College of Saint Rose. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management with specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and proprietary research within the broader Goldman Sachs ecosystem.
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