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Brett B

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Brett Blair is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 credential and previously worked at The Ayco Company, L.P./Mercer Allied for five years before joining Goldman Sachs in 2021. 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 advanced analytics within the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

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

Series 63

Cohoes, NY

Goldman Sachs Wealth Services

Giovanni Tedesco is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds the Series 63 designation and previously worked at The AYCO Company, L.P./Mercer Allied for 19 years before joining Goldman Sachs in 2021. 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, delivering services through both discretionary and non-discretionary managers, with integrated offerings across banking, futures, retirement consulting, and private family office support.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Adam Tatar is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and previously worked at the State University of New York at Oswego and several educational institutions. Outside of his advisory role, he owns New Era Merchandising Inc., a merchandising company. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies supported by proprietary research and access to affiliated Goldman Sachs resources.

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

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Sarah Yuen is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked previously at Ayco and Mercer Allied, as well as at several law firms and Chapman University’s Dale E. Fowler School of Law. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutions. The firm offers financial planning and portfolio management supported by strategic allocation models and manager selections, integrating resources across Goldman Sachs affiliates to provide a broad range of specialized wealth services.

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

Series 63, Series 65

Cohoes, NY

Goldman Sachs Wealth Services

Samuel Beaulac is a financial advisor with Goldman Sachs Wealth Services holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Cetera Advisor Networks, Capobianco Financial Advisors, and KeyBank NA. Outside of finance, he has experience working in the food service industry at AJ's Pizzeria. 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 and tactical allocation models and offers access to alternative investments, delivering tailored wealth solutions integrated within the broader Goldman Sachs ecosystem.

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

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Kidus Yared Bayou is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and entering his first year in the industry. His prior experience includes roles at Swiss Re and educational positions at The College of Wooster, Ethio-Parents' School, and the British International School. 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 utilizes strategic allocation models and a range of advisory services supported by affiliates across the Goldman Sachs ecosystem.

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

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Tristan Bettinghausen is a Series 66-licensed advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. He joined Goldman Sachs & Co. LLC in 2026 and has prior experience at Advantage xPO, the Federal Deposit Insurance Company, and several educational institutions. 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 advisory solutions supported by proprietary research, strategic allocation models, and access to a broad range of affiliated Goldman Sachs resources.

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

Series 63, Series 65

Seattle, WA

Goldman Sachs Wealth Services

Anqi Yang is a financial advisor with Goldman Sachs Wealth Services in Seattle, WA, holding Series 63 and Series 65 credentials and six years of industry experience. Her career includes multiple roles at Goldman Sachs & Co. and a period at Uber Technologies, Inc. from 2015 to 2018. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, benefiting from integration with Goldman Sachs’ broader ecosystem and offering advanced research, operational tools, and a variety of service platforms.

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

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Victor Gonzalez is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. He has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and Best Buy. Outside of his advisory role, he works part-time providing transportation services for Uber Technologies. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers customized financial planning and portfolio management, leveraging strategic allocation models and a range of fee structures, supported by 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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Matthew H

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Matthew Hooper is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 credential and 22 years of industry experience. He has worked with Goldman Sachs & Co. LLC since 2021 and was previously employed at The AYCO Company, L.P./Mercer Allied for 13 years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing both strategic and tactical investment models alongside proprietary research and analytics within the broader Goldman Sachs ecosystem.

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

Series 66

Boston, MA

Goldman Sachs Wealth Services

Logan Ryan 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 and Ayco. 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 variety of discretionary and non-discretionary managers, delivering tailored solutions 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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David M

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

David McGuffey is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2019, following seven 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, corporate participants, executives, and institutional clients. The firm combines strategic allocation models, manager selection, and both discretionary and non-discretionary implementations, leveraging its integration with Goldman Sachs affiliates to offer a wide range of investment and advisory services.

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

Series 66, Series 63

Newport Beach, CA

Goldman Sachs Wealth Services

Truell Williams is a financial advisor at Goldman Sachs Wealth Services with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Goldman Sachs, he worked at Charles Schwab and held various other roles. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management with tailored investment strategies supported by integrated resources across the Goldman Sachs ecosystem.

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

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Noah Van Nest is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. His prior roles include positions at BlueStem Wealth Partners and Interlachen Country Club. He has a background in education, with experience at Southern Methodist University, Southwest Christian High School, and Southview Middle School. Goldman Sachs Wealth Services advises a diverse client base, including individual investors and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams customize strategies using proprietary analytical tools and leverage the broader Goldman Sachs ecosystem to provide comprehensive investment solutions.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Jaylana Ogresevic is a Series 66 licensed advisor with Goldman Sachs Wealth Services and has been with the firm since 2026. Her prior work includes roles at Green Sugar Leaf Farms and small business ventures in the nails industry and mini golf. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm employs strategic allocation models and a range of fee arrangements, leveraging capabilities across Goldman Sachs affiliates 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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Aashka D

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Aashka Dasgupta is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation. She joined Goldman Sachs in 2024 and has prior experience at The Stack, Emergent Method/Deloitte, and Texas A&M Health Science Center. Dasgupta is based in Dallas, TX, and is a recent graduate of Texas A&M. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate, charitable, and institutional participants. The firm utilizes centralized investment resources and offers tailored services including Executive Wealth and Private Family Office support, operating within a large integrated financial group with diverse capabilities.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Edward Wanzenried is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Goldman Sachs Ayco and Valsoft Corporation, as well as experience in education and small business ownership. He worked at the University at Albany (SUNY) and owned Rain or Shine Tent Rental. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies supported by its Private Wealth Investment Strategy and External Investment Groups, leveraging a broad range of platforms and proprietary research tools within the Goldman Sachs ecosystem.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Kyle Ellenbogen is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Polito & Mazza, Pine Brook Country Club, and Righthand Capital. 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 utilizes strategic allocation models and both proprietary and third-party analytics to tailor investment solutions within the broader Goldman Sachs ecosystem.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Kyle Griskowitz is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has been with Goldman Sachs since 2025, including time at Goldman Sachs & Co. LLC, and has experience working in other roles such as operating The Wishing Well. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management, leveraging strategic allocation models and both discretionary and non-discretionary implementations within the larger Goldman Sachs ecosystem.

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

Series 66

Irving, TX

Goldman Sachs Wealth Services

Alyssa Benton is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her prior work includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Grant Thornton. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a broad range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored wealth management solutions supported by a large integrated financial group.

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