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Quinn H
Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Quinn Hamilton is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has prior experience at Corvus Wealth Advisors and Goldman Sachs. Outside of finance, he has worked in the food service industry, including roles at Giuseppe's Cucina Rustica, Jamba, and Domino’s Pizza. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and proprietary research tools, leveraging the broader Goldman Sachs ecosystem to provide a wide range of tailored advisory services.
Sean O
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Sean O Toole is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Warner Bros. Discovery and teaching experience at Wake Forest University and Riverdale Country School. 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 uses a combination of strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging resources across the Goldman Sachs ecosystem.
Nicholas L
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Nicholas Lemire is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and less than one year of industry experience. His prior work includes roles at Goldman Sachs Ayco and the New York State Office of Information Technology Services, as well as experience in the hospitality sector. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and proprietary research with multiple service platforms, leveraging the broader Goldman Sachs network to provide comprehensive financial solutions.
Liane P
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Liane Pavon Lodeiro is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously held positions at The Ayco Company, L.P./Mercer Allied, The University of Texas at Dallas, Uber, and North Lake College. Goldman Sachs Wealth Services advises a broad client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm leverages strategic allocation models, manager selections, and a range of fee arrangements while integrating capabilities across the broader Goldman Sachs network.
Mekiah R
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Mekiah Rivera is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and has prior work history with Goldman Sachs Ayco and Rensselaer Polytechnic Institute. 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 using strategic allocation models and managerial selections, supported by proprietary analytics and a range of service platforms.
Christopher W
Series 65, Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Christopher West is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at The Ayco Company, L.P./Mercer Allied before joining Goldman Sachs in 2018. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, employers, and institutional clients, leveraging strategic allocation models and a broad range of affiliated resources across the Goldman Sachs ecosystem.
Aren C
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Aren Cummings is a Series 66 credentialed advisor at Goldman Sachs Wealth Services with less than one year of industry experience. Prior to joining Goldman Sachs, Aren worked at TJ Maxx and Amphenol and attended Union College. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized programs. The firm utilizes strategic allocation models, manager selections, and various platforms to tailor investment solutions while integrating resources across the broader Goldman Sachs ecosystem.
Ethan S
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Ethan Shack is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and has worked previously at Advantage xPO and JCC Chicago, among other roles. 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 a combination of discretionary and non-discretionary managers within a large integrated financial group.
Daniel U
CFP®, Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Daniel Usher is a CFP® with 19 years of experience in the financial industry. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 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 utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth management solutions.
Quinn S
Series 66
Seattle, WA
Goldman Sachs Wealth Services
Quinn Shaw is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds a Series 66 designation and has previous experience at The Ayco Company, L.P./Mercer Allied and Duff and Phelps, LLC. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm integrates strategic allocation models and proprietary analytics to tailor solutions across a range of fee structures and platforms, leveraging the broader capabilities of the Goldman Sachs ecosystem.
Lauren P
Series 66
New York, NY
Goldman Sachs Wealth Services
Lauren Palacio is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2015, holding various roles within the firm over that time. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models and a range of implementation methods, leveraging tools such as tax-aware techniques and AI-driven analytics, while integrating capabilities across the broader Goldman Sachs organization.
Loren C
Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Loren Conners is a Series 66-registered financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA, and has 18 years of industry experience. Prior to joining Goldman Sachs in 2021, he worked 13 years at The Ayco Company, L.P./Mercer Allied. Outside of his advisory role, he manages a residential real estate investment property. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging integrated resources across the Goldman Sachs enterprise to tailor client solutions.
Griffin E
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Griffin Egan is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds the Series 66 designation and previously worked at the Royal Bank of Canada and Ayco Goldman Sachs. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized programs. The firm integrates resources across the Goldman Sachs ecosystem to tailor strategies and provide access to a wide range of investment solutions.
Michael Z
Series 66
Saratoga Springs, NY
Goldman Sachs Wealth Services
Michael Zielenski is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 10 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent seven 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored services such as Executive Wealth and Private Family Office support through a combination of discretionary and non-discretionary management.
Cameron B
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Cameron Blann is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX. He holds the Series 66 designation and has been with Goldman Sachs – Ayco since 2025. Prior to this role, he worked in construction and energy sectors and spent several years in full-time education. 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, leveraging its integrated financial group structure.
Zachary G
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Zachary Girvin 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 Morgan Stanley and 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, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm utilizes a combination of strategic and tactical allocation models and integrates resources across the broader Goldman Sachs ecosystem.
Kurt H
Series 66
Saratoga Springs, NY
Goldman Sachs Wealth Services
Kurt Heiss is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 12 years of industry experience. He worked at The AYCO Company, L.P./Mercer Allied for seven years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers comprehensive financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing a range of strategic allocation models, tax-aware techniques, and proprietary analytics.
Benjamin K
Series 66
Minneapolis, MN
Goldman Sachs Wealth Services
Benjamin Keziah is a financial advisor with Goldman Sachs Wealth Services in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience, previously working at Morgan Stanley. Outside of finance, he has experience in the restaurant industry with KAKU Sushi & Poke. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services using strategic allocation models and a variety of fee and account structures, complemented by access to the broader Goldman Sachs ecosystem.
Ariel G
Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Ariel Gonzalez is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding a Series 66 designation and six years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously held roles at The Ayco Company, L.P./Mercer Allied and Stanford Pre-Collegiate Studies. 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 a combination of strategic and tactical allocation models and offers access to alternative investments and specialized wealth programs within the broader Goldman Sachs ecosystem.
Brian T
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Brian Teague is a financial advisor with Goldman Sachs Wealth Services in Morristown, NJ, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at The Ayco Company, L.P./Mercer Allied and Morgan Stanley Dw Inc. He has been with Goldman Sachs since 2018. 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, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, using strategic allocation models and proprietary analytics to tailor solutions aligned with client objectives.
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