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Nidhi Chetanbhai P

Series 66

Irving, TX

Goldman Sachs Wealth Services

Nidhi Chetanbhai Patel 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, Patel held positions at Robert Half, Floral Vale Dental Excellence, and New Jersey City University. 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 affiliated teams to offer tailored wealth management solutions 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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Daniel S

Series 66

Chicago, IL

Goldman Sachs Wealth Services

Daniel Schramm is a financial advisor at Goldman Sachs Wealth Services in Chicago, IL with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including JPMorgan Chase and Gruber Law Offices. 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 tailors strategies using models from its Private Wealth Investment Strategy Group and selections by the External Investment Group, offering a range of fee arrangements and access to affiliated Goldman Sachs capabilities.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Chas Lacko 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 before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services advises individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm’s advisory teams use strategic allocation models and manager selections to tailor plans and portfolios, leveraging integration with the broader Goldman Sachs ecosystem and employing advanced operational tools including AI-driven research.

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

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Jennifer Muir 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 since 2019, following a 14-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse clientele, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and proprietary analytics within an integrated platform supported by the broader Goldman Sachs ecosystem.

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

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Adriana Jovsic is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has previously worked at Ayco Goldman Sachs and Lake Forest College in various roles. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to diverse clients, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support 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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Emily S

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Emily Sobut is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 17 years of industry experience. She has worked at Goldman Sachs since 2021 and previously spent 13 years at The AYCO Company, L.P./Mercer Allied. Outside of her advisory role, she serves as a brand ambassador for AM Golf Trips, a sports organization based in Chicago. 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 a range of discretionary and non-discretionary managers, offering tailored solutions such as executive wealth management, retirement plan education, and private family office support.

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

Series 63

New York, NY

Goldman Sachs Wealth Services

Immanuel Tan is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 63 designation and previously worked at United Capital Financial Advisers, LLC. Based in New York, NY, he has been with Goldman Sachs since 2010. 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, operating within a large integrated financial group with unique cross-affiliate capabilities.

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

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Teke Bower 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, Bower worked at Morgan Stanley and Bank of Hawaii. Outside of his advisory roles, he has been involved with Santa Clara University and the Pat Malley Fitness Center. 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 a range of tailored investment strategies and operational tools, leveraging the broader Goldman Sachs ecosystem to deliver comprehensive wealth management solutions.

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

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Amir Kolyani is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 license and bringing four years of industry experience. His prior roles include positions at Goldman Sachs Ayco Personal Financial Management and Red Table. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and manager selections with proprietary research and technology, drawing on the broader Goldman Sachs ecosystem to provide comprehensive advisory services.

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

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Gregory Meyer is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 17 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, corporate participants, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm uses strategic and tactical allocation models and provides access to a broad range of affiliated capabilities across the Goldman Sachs ecosystem.

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

Series 65, Series 63

Cohoes, NY

Goldman Sachs Wealth Services

Tyler Brady is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Goldman Sachs & Co. LLC since 2018, following a prior role 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, and institutional clients. The firm offers tailored investment strategies supported by proprietary research and integrates capabilities from across the broader Goldman Sachs platform.

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

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Evan Trent is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously at The Ayco Company, L.P./Mercer Allied from 2018 to 2021, as well as at NewDay USA. 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 integrated resources across the Goldman Sachs organization and a range of specialized programs and operational tools.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Grace Nicastro is a Series 66-licensed financial advisor with six years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019, following roles at The Ayco Company, L.P./Mercer Allied and Siena ITS. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm leverages strategic allocation models, manager selections, and proprietary analytics, with integration across Goldman Sachs affiliates enhancing its service offerings.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Sarah Polzello is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and previously worked at PKF O'Connor Davies for four years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management, utilizing strategic allocation models, manager selections, and both discretionary and non-discretionary implementations across a range of fee arrangements and platforms.

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

Series 63

Cohoes, NY

Goldman Sachs Wealth Services

Donald Timpanaro is a financial advisor at Goldman Sachs Wealth Services with 27 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021, following five 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, executives, corporate participants, and institutional clients. The firm uses strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, leveraging resources 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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Sean B

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Sean Buff is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. Prior to joining Goldman Sachs Ayco Personal Financial Management in 2022, he worked at Trustco Bank and held positions at Siena College and Unidine Lifestyles. Outside of finance, he is a part-time employee of DoorDash, providing food delivery services. 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 institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, providing tailored services such as Executive Wealth and Private Family Office support 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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Vincent G

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Vincent Giliberti 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 & 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 wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a variety of portfolio management strategies within a large integrated financial group that offers services such as securities-based lending, futures and swap capabilities, and tailored corporate and family office programs.

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

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Luke La Manna 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, he held roles at Baker Hughes and Chessman Wealth Strategies. Outside of finance, he operated Southlake ATA Martial Arts for four years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management utilizing strategic allocation models, specialized programs, and a range of platforms, while leveraging the broader Goldman Sachs network for expanded product access and services.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Liam Roohan is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with six years of industry experience. Prior to joining Goldman Sachs in 2019, he worked at The Ayco Company, L.P./Mercer Allied and attended Le Moyne College. 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 employs strategic and tactical allocation models and offers a range of fee arrangements, leveraging its integration with the broader Goldman Sachs ecosystem to provide access to specialized investment and advisory capabilities.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Abigail Kiggen is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. Her work history includes roles at Goldman Sachs Ayco Personal Financial Management since 2021, as well as positions at The Mathworks, Bryant University, Nordstrom, Michael's, and Natick High School. 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 wealth programs. The firm integrates strategic allocation models and proprietary analytics within a broad ecosystem that includes multiple Goldman Sachs affiliates.

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