Sarah Dudley is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation. She has been with Goldman Sachs since 2024 and has prior experience at firms including ClearBridge Investments and Franklin Templeton. 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 affiliated teams to implement tailored portfolios through a combination of discretionary and non-discretionary managers.

Alison Boudreau is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has prior experience at L.L. Bean and the University of Massachusetts, Amherst. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm tailors investment strategies using proprietary analytics and integrates resources across the Goldman Sachs affiliates to deliver comprehensive advisory solutions.

Marissa Mehling is a financial advisor at Goldman Sachs Wealth Services based in New York, NY, holding a Series 66 designation with two years of industry experience. Her background includes multiple roles at Goldman Sachs since 2022 and earlier experience working at Northstar Cafe and Roots Natural Kitchen. Outside of finance, she has been involved with Soccer Motiv8. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized programs and integrates a broad range of resources across the Goldman Sachs organization.

Aleena Ajani is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously been affiliated with the University of Texas at Austin and the Red McCombs School of Business. Goldman Sachs Wealth Services advises a diverse client base, including individuals, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and manager selections supported by proprietary research and integrates capabilities from across the Goldman Sachs ecosystem.

Stephanie Rondon is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. She has worked at Goldman Sachs Ayco since 2021 and previously held roles at Advantage XPO, Freshpair.com, Inc, and Harvest Restaurants. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and provides tailored offerings such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of affiliated services.

Sofia Agredo is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds the Series 66 designation and has worked at Goldman Sachs since 2023. Prior to that, she gained experience at The Colony Palm Beach and held various roles during her studies at The Ohio State University. Goldman Sachs Wealth Services serves a broad client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models and proprietary analytics within the wider Goldman Sachs ecosystem.

Robert Nguyen is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 19-year tenure 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, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of tailored offerings, leveraging its integration within a large financial group to provide comprehensive wealth management solutions.

Jeffrey Katz is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds the Series 63 and Series 65 designations and has been with Goldman Sachs & Co. LLC since 2017. Prior to joining Goldman Sachs, he was affiliated with Columbia Business School from 2016 to 2018. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management through tailored strategies supported by specialized investment groups and a broad range of service offerings.

London Brown is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and has one year of industry experience. Prior to joining Goldman Sachs, Brown held various roles including positions at Cornell University and Schneider National. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm integrates a range of proprietary and third-party analytics, including AI, to tailor investment strategies and provides access to affiliated Goldman Sachs capabilities across banking, asset management, and brokerage.

Addam Piazza 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 a 15-year tenure 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, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Kevyn Barnes is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at The AYCO Company, L.P./Mercer Allied since 2000. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporations, 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.

Eric Daliege is a financial advisor with Goldman Sachs Wealth Services in Chicago, IL, holding a Series 66 designation and 11 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 individuals, high-net-worth households, and institutional clients. The firm leverages centralized investment resources and model portfolios while offering tailored services such as Executive Wealth and Private Family Office support.

Timothy Ostrander is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Boston, MA, and has 20 years of industry experience. He previously worked at The AYCO Company, L.P./Mercer Allied for 17 years before joining Goldman Sachs in 2021. Outside of his advisory role, Ostrander serves on the Advisory Board at SUNY Geneseo and is Treasurer and a Finance Committee member for the Mass Mentoring Partnership Inc. 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 integrates centralized investment resources and cross-affiliate capabilities to deliver tailored wealth management solutions.

David Hehir is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 licenses and having seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent three years at The Ayco Company, L.P./Mercer Allied. Prior to his advising career, he was employed at the University at Albany, State University of New York. 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, leveraging strategic allocation models, manager selections, and operational tools such as tax-aware techniques and proprietary analytics.

Taylor Hernet is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. Prior to joining Goldman Sachs Ayco in 2022, he worked at Advantage xPO and has a background that includes five years at Medieval Times Dinner & Tournament. 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 affiliated teams to offer tailored wealth management solutions and operates within a large integrated financial group with a wide range of services and programs.

Julianne De Marco is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked primarily at The Ayco Company L.P., with additional experience at New York University’s Stern School of Business and as a freelance professional. Goldman Sachs Wealth Services provides comprehensive financial planning and investment management to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, integrating cross-affiliate capabilities within a large financial group.

Ryan Mc Grath is a Series 66-registered financial advisor with Goldman Sachs Wealth Services, bringing five years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at KPMG LLP for three years and held roles at the University at Albany and SUNY Research Foundation. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs a range of strategic allocation models and proprietary tools while leveraging capabilities across the broader Goldman Sachs network.

Kevin Crabb is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. He is based in Newport Beach, CA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, 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.

Spencer Kubit is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Monet Networks. Goldman Sachs Wealth Services offers 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 a range of discretionary and non-discretionary managers, providing tailored wealth solutions within a large integrated financial group.

Isha Menon is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding a Series 66 designation and having one year of industry experience. Prior to joining Goldman Sachs, she worked at Pimco and has concurrent experience as a part-time instructor at Kumon Math & Reading Center, tutoring children in math and reading. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse clientele, including individual investors, corporate participants, and institutional clients, utilizing strategic allocation models and specialized programs integrated with the broader Goldman Sachs ecosystem.