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Ryan F
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Ryan Finnegan is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Northwestern Mutual and the Finnegan Auto Group. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, providing tailored financial planning and portfolio management supported by strategic allocation models, specialized programs, and a wide range of advisory platforms.
Courtney K
Series 63, Series 66
Saratoga Springs, NY
Goldman Sachs Wealth Services
Courtney Krisanda is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked at Ayco/Goldman Sachs & Co. LLC since 2019 and previously spent 12 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging centralized investment resources and a mix of discretionary and non-discretionary managers within a large integrated financial group.
Runmeng W
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Runmeng Wu is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and possessing two years of industry experience. Wu has been with Goldman Sachs since 2018 in various roles and has prior experience at Ernst & Young and Standard Life China. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, external manager selections, and proprietary research tools within the broader Goldman Sachs ecosystem to tailor solutions for its clients.
Erick M
Series 63, Series 65
Newport Beach, CA
Goldman Sachs Wealth Services
Erick Mccreight is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 19 years at Ayco/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 utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of investment and banking capabilities.
Brian R
CFA®, Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Brian Rasizer is a CFA® charterholder with eight years of experience in the financial industry. He currently works at Goldman Sachs Wealth Services, where he has been since 2021, following prior roles at The Ayco Company, L.P./Mercer Allied and State Street Global Advisors. Goldman Sachs Wealth Services supports a wide range of clients, including individual investors, corporate participants, executives, and institutional clients, by providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging the broader Goldman Sachs network to offer expanded product access and integrated services.
Thomas L
Series 63, Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Thomas Landers is a financial advisor with Goldman Sachs Wealth Services based in Cohoes, NY. He holds Series 63 and Series 66 credentials and has 24 years of industry experience. Prior to his current role, he worked at The AYCO Company, L.P./Mercer Allied from 2016 to 2021. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management services supported by proprietary research, strategic allocation models, and a broad range of affiliated capabilities within the Goldman Sachs ecosystem.
Michael C
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Michael Caputo is a financial advisor with Goldman Sachs Wealth Services in Morristown, NJ, holding a Series 66 credential and bringing eight years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at The Ayco Company, L.P./Mercer Allied from 2017 to 2021 and attended Seton Hall University from 2013 to 2017. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and integrates research, tactical allocation, and multi-platform offerings within the broader Goldman Sachs ecosystem.
Maria F
Series 66
Canonsburg, PA
Goldman Sachs Wealth Services
Maria Ferragonio is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, possessing four years of industry experience. She has worked with Goldman Sachs – Ayco since 2019 and has held teaching positions at California University of Pennsylvania and other institutions. Goldman Sachs Wealth Services provides wealth management and financial planning to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm uses a range of strategic allocation models and investment research supported by the broader Goldman Sachs ecosystem to tailor portfolios and services.
Brooke G
Series 66
Boston, MA
Goldman Sachs Wealth Services
Brooke Gordon is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, she was affiliated with The Ayco Company, L.P. for several years. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm’s advisory teams employ strategic and tactical allocation models and utilize a range of fee arrangements and platforms, leveraging proprietary and third-party analytics as well as integration across the broader Goldman Sachs ecosystem.
Alvin F
CFP®, Series 63, Series 66
Washington, DC
Goldman Sachs Wealth Services
Alvin Fonkoua Sop is a Certified Financial Planner (CFP®) with eight years of industry experience. He is currently with Goldman Sachs Wealth Services, where he has worked since 2019, following prior roles at Charles Schwab and Winthrop University. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, and institutional investors. The firm utilizes centralized investment resources and model portfolios while providing tailored offerings such as Executive Wealth and Private Family Office support.
Jessica P
Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Jessica Perez is a Series 66–licensed financial advisor with seven years of industry experience. She is currently with Goldman Sachs Wealth Services, where she has worked since 2021. Prior to this, she held positions at The Ayco Company, L.P./Mercer Allied and Stearns Lending, LLC, and also has experience in academia at the University of Redlands. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm uses tailored allocation models and offers a range of services such as Private Family Office programs and Specialized Executive Wealth solutions, supported by proprietary analytics and integration with Goldman Sachs affiliates.
Devin H
Series 66
Carle Place, NY
Goldman Sachs Wealth Services
Devin Higgins is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at The Ayco Company LP since 2019. Prior to that, he was employed at the University at Albany and Vito A. Sindoni & Son Packing Company. Goldman Sachs Wealth Services offers 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, delivering services through both discretionary and non-discretionary managers, and integrates offerings across its affiliated financial entities.
Christopher A
CFA®, Series 63, Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Christopher Atwell is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services. He has been with Goldman Sachs & Co. since 2015. 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 integrated financial services to offer tailored wealth management solutions.
Colleen F
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Colleen Felske is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing two years of industry experience. She has been with Goldman Sachs and The Ayco Company LP since 2019. Outside of her advisory role, she is also a licensed real estate broker with Howard Hanna Real Estate Services, assisting buyers and sellers with real estate transactions. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, and institutional clients, offering comprehensive financial planning and portfolio management. The firm integrates strategic allocation models, manager selections, and proprietary analytics within the broader Goldman Sachs ecosystem to deliver tailored investment solutions.
Eric D
Series 63
Morristown, NJ
Goldman Sachs Wealth Services
Eric Degrandpre is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds a Series 63 designation and previously worked for over two decades at The Ayco Company/Mercer Allied Company, L.P. before joining Goldman Sachs in 2021. 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 solutions supported by integrated teams and resources across the Goldman Sachs ecosystem, utilizing strategic allocation models and proprietary analytics.
Jonathan G
Series 66
Austin, TX
Goldman Sachs Wealth Services
Jonathan Greeson 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 2018, following five 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 individuals, high-net-worth households, corporations, and institutions. The firm utilizes centralized investment resources and model portfolios, delivering services through a combination of discretionary and non-discretionary managers within a large integrated financial group.
Grace L
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Grace Lyons is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs & Co. LLC in 2024, she held roles at Butler University, including work with the Transformation Lab, and has experience at the Chicago Highlands Club. 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 utilizes strategic allocation models, multiple implementation approaches, and proprietary research tools, leveraging its integration with the broader Goldman Sachs organization to offer access to specialized programs and alternative investments.
Mackenzie S
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Mackenzie Scharf is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously spent four years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, offering financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm utilizes strategic and tactical allocation models along with proprietary analytics to tailor solutions across various account types and platforms.
Yiyin X
Series 65, Series 63
San Francisco, CA
Goldman Sachs Wealth Services
Yiyin Xia is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co. LLC since 2019, following prior roles at The Ayco Company, L.P./Mercer Allied and various positions including at the University of Southern California. 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 leverages a broad range of proprietary and third-party research, strategic and tactical allocation models, and a variety of fee arrangements, supported by the resources of the broader Goldman Sachs organization.
Jonathan K
Series 66
Atlanta, GA
Goldman Sachs Wealth Services
Jonathan Kirby is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has previously worked at The AYCO Company, L.P./Mercer Allied and SCOTTRADE, Inc. He is based in Atlanta, GA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, using a combination of strategic allocation models and manager selections to tailor solutions to client objectives.
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