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Kylie C

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Kylie Corwin is a Series 66-credentialed advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. She has experience with Goldman Sachs & Co. LLC and Cetera Wealth Services, LLC. Prior to her advisory roles, she worked briefly in the restaurant industry. Goldman Sachs Wealth Services advises a diverse client base, offering tailored financial planning and portfolio management supported by a range of specialized programs and access to alternative investments. The firm integrates capabilities across the broader Goldman Sachs organization to deliver customized strategies, research, and operational tools.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Angelo Fodera is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Goldman Sachs Ayco, Alliance Global Partners, and East Coast Guard. Outside of finance, he has worked in the landscaping and restaurant industries. Goldman Sachs Wealth Services advises a diverse client base ranging from non‑high-net-worth individuals to institutional clients, providing financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging extensive 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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George S

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

George Skaltsis is a financial advisor at Goldman Sachs Wealth Services with six 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 The Ayco Company, L.P./Mercer Allied and held roles at several other firms. Outside of advisory work, he owns and manages a cryptocurrency mining company. Goldman Sachs Wealth Services offers 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 combines discretionary and non-discretionary management approaches 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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Sarrah S

Series 65, Series 63

East Washington, DC

Goldman Sachs Wealth Services

Sarrah Schreffler is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 credentials and five years of industry experience. Prior to joining Goldman Sachs in 2021, she worked at Cambridge Associates for three years. She also has experience in academic and retail settings, including roles at Denison University and J.Crew. 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 alongside specialized programs and integrates resources across the Goldman Sachs ecosystem to offer a broad range of advisory and investment services.

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

Series 66

Irving, TX

Goldman Sachs Wealth Services

Bibhu Chapagain is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. He has worked within Goldman Sachs and its affiliated Personal Financial Management Group since 2022. Prior to his advisory role, he held various positions at Berry College, including roles in the Business and Finance Office and Student Enterprise. 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.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Adam Boese is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. His prior work includes roles at Advantage XPo and the Ellsworth Kelly Studio, where he spent seven years. Outside of finance, he has experience working with the Boys and Girls Club. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic allocation models and manager selections, leveraging resources across the Goldman Sachs ecosystem to offer various investment and wealth management solutions.

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

Series 66

Miami, FL

Goldman Sachs Wealth Services

Hunter Ager is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and seven years of industry experience. His prior roles include positions at Masterworks Advisers, Arete Wealth Advisors, Equitable Advisors, and AXA Advisors. He is based in Miami, FL. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate clients, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes a combination of strategic and tactical allocation models, discretionary and non-discretionary implementations, and proprietary analytics, while drawing on capabilities across the broader Goldman Sachs ecosystem.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Andrew King is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent a decade at The Ayco Company, L.P./Mercer Allied. King also serves in the United States Army Reserve, a role he has held since 2014. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios while providing tailored solutions such as Executive Wealth and Private Family Office support.

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

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Matthew Sears is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and previously worked for The AYCO Company, L.P./Mercer Allied for 13 years before joining Goldman Sachs in 2021. 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 combination of discretionary and non-discretionary managers to deliver tailored wealth solutions.

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

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Casey Vaughan 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, LP/Mercer Allied. 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 wealth programs. The firm employs strategic allocation models and advanced analytics, drawing on resources across the broader Goldman Sachs ecosystem.

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

Series 63, Series 65

Dallas, TX

Goldman Sachs Wealth Services

Michael Cummins is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at The Ayco Company, L.P./Mercer Allied for 21 years before joining Goldman Sachs in 2021. Cummins serves as an advisory board member at Salt Lake Mattress & Manufacturing Company, providing general business guidance. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers within an integrated financial group structure.

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

Series 65, Series 66

Miami, FL

Goldman Sachs Wealth Services

Kerly Chirinos is a financial advisor with Goldman Sachs Wealth Services in Miami, FL, holding Series 65 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Morgan Stanley and her own practice, Kerly Cortez, P.A. She also has experience managing a residential real estate rental property. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, providing tailored financial planning and portfolio management through integrated teams and leveraging the broader Goldman Sachs platform and specialized investment strategies.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Michael Mauriello is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 14 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 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 high-net-worth individuals, corporate participants, 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.

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

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Erika Horn is a financial advisor with Goldman Sachs Wealth Services based in Atlanta, GA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Goldman Sachs Ayco in 2025, she worked at Advantage xPO and held various roles at Central Michigan University and other organizations. 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 integrates centralized investment resources with a range of tailored offerings, delivering services through both direct and partner channels.

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

Series 66, Series 63

Irving, TX

Goldman Sachs Wealth Services

Brandon Tort is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds the Series 66 and Series 63 licenses and has prior experience at Ameriprise, Goldman Sachs & Co. LLC, and Charles Schwab & Co., Inc. 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 comprehensive strategic and tactical allocation models, manager selections, and proprietary analytics, offering a range of fee arrangements and access to affiliated Goldman Sachs entities and services.

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

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Oliver De Ferrari is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Dycom Industries, Lighthouse Partners, and multiple positions in education. Goldman Sachs Wealth Services serves a broad range of clients including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning, portfolio management, and specialized offerings such as Private Family Office and Executive Wealth programs, leveraging integrated resources from the broader Goldman Sachs organization.

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

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Jackson Andres is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services in Dallas, TX, where he has worked for seven years. He has a total of four years of industry experience, including prior work at the University of Mississippi. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by proprietary research and integrates capabilities 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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Brian H

Series 63, Series 65

Atlanta, GA

Goldman Sachs Wealth Services

Brian Horner is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ayco/Goldman Sachs & Co. LLC since 2021, following a 16-year tenure at The AYCO Company, L.P./Mercer Allied. He is based in Atlanta, GA. Goldman Sachs Wealth Services offers 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 combines discretionary and non-discretionary management to deliver tailored wealth solutions across various client needs.

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

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Juncheng Yang is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs 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 individual, high-net-worth, corporate, 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.

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

Series 66, Series 65

New York, NY

Goldman Sachs Wealth Services

Abyssinia Vanterpool is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Goldman Sachs & Co. since 2015. 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 offers tailored investment strategies and specialized programs, leveraging both proprietary analytics and the broader Goldman Sachs network.

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