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Maria Elena D
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Maria Elena Danakou is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and two years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and has prior experience with Meraki East, Puma Group, Manulife John Hancock, and London & Capital Group. 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 integrates customized investment strategies with a wide range of services and leverages capabilities across the broader Goldman Sachs organization.
Megan W
Series 66
Atlanta, GA
Goldman Sachs Wealth Services
Megan Wu is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA. She holds a Series 66 designation and began her career with Goldman Sachs in 2026 following her graduation from the University of Rochester. 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 supported by specialized programs and access to alternative investments, leveraging integrated resources across the Goldman Sachs ecosystem.
Francesca T
Series 66
Troy, MI
Goldman Sachs Wealth Services
Francesca Tucci is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Prior to joining Goldman Sachs, she held roles at AdAdapted, Vuori, and Michigan Medicine, among others, and has extensive experience as a childcare provider. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm provides tailored financial planning and portfolio management supported by strategic allocation models, a range of fee arrangements, and access to affiliated Goldman Sachs resources and specialized programs.
Michael N
Series 65, Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Michael Namon is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Arcturus Intelligence and held several roles outside the financial sector, including positions at Trinity College, Lululemon, and National Hockey Training. 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 analytics within the broader Goldman Sachs ecosystem to deliver tailored investment solutions.
Sean F
Series 66
New York, NY
Goldman Sachs Wealth Services
Sean Featherstone 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, he worked at Premium Merchant Funding and gained experience in various roles including a position at Ramsey Golf and Country Club. 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, manager selections, and a variety of implementation methods, supported by an extensive Goldman Sachs ecosystem and proprietary research tools.
John D
Series 63, Series 66
Cohoes, NY
Goldman Sachs Wealth Services
John Depaola is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Goldman Sachs since 2018, previously spending time at Ayco and in educational roles. Goldman Sachs Wealth Services advises individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm uses strategic allocation models and proprietary analytics, providing clients access to a broad range of Goldman Sachs affiliates and products.
Stephen A
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Stephen Archer is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to this, he was with The Ayco Company, L.P./Mercer Allied for five years. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm uses strategic allocation models and proprietary analytics to tailor solutions and offers access to a wide range of integrated services within the broader Goldman Sachs ecosystem.
Michael B
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Michael Barry is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022. Prior to this, his background includes roles in insurance and hospitality. 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 provides financial planning and portfolio management supported by strategic allocation models, manager selections, and an integrated approach across affiliated Goldman Sachs entities.
Ryan C
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Ryan Carroll is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has worked previously at Arrow Financial Corporation and several other organizations. Outside of his advisory role, he serves as a referee for USA Hockey, a nonprofit athletic organization. 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, utilizing strategic allocation models and proprietary analytics, and offers access to specialized programs and alternative investments.
James B
Series 65, Series 63
Cohoes, NY
Goldman Sachs Wealth Services
James Bernard is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018 and previously held roles at The Ayco Company, L.P./Mercer Allied and several other firms. 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 a broad range of affiliated resources and specialized programs such as Private Family Office services and Financial Wellness initiatives.
Jennifer M
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Jennifer Mashini is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. She holds a Series 66 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, 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 combination of discretionary and non-discretionary managers, delivering services through both direct and partner programs with a range of tailored offerings.
Rithika K
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Rithika Katpally is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Boston College and Renuka Plasti Crafts. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management, leveraging strategic allocation models and a range of advisory platforms supported by integrated capabilities across the Goldman Sachs network.
Heather F
Series 66
Canonsburg, PA
Goldman Sachs Wealth Services
Heather Farris is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs Ayco, she worked for The Rochester Inn and spent 17 years at The Debt Doctors, LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.
Dhruv P
Series 66
Chicago, IL
Goldman Sachs Wealth Services
Dhruv Patel is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds the Series 66 designation and has been with Goldman Sachs since 2023. Prior to his advisory role, he studied at the University of Illinois Urbana-Champaign and gained experience outside finance in the automotive service sector. Goldman Sachs Wealth Services serves a wide range of clients, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management tailored to client objectives, leveraging strategic allocation models, manager selections, and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.
Carter W
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Carter Watson is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at McDonald Capital Management and Sewell Automotive. 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 utilizes strategic allocation models and proprietary analytics, offering clients access to a broad array of affiliated financial services across the Goldman Sachs ecosystem.
Ryan V
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Ryan Ventre is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds the Series 66 designation and has been with The Ayco Company L.P. since 2010. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a broad range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, leveraging centralized investment resources and a range of discretionary and non-discretionary managers.
Alex P
Series 63, Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Alex Partalala is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding Series 63 and Series 66 registrations. He has one year of industry experience and previously worked at First Foundation Bank Inc and World Vision International. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services, utilizing strategic allocation models, manager selections, and a range of fee and platform options within the broader Goldman Sachs ecosystem.
Xavier T
Series 66
Irving, TX
Goldman Sachs Wealth Services
Xavier Thomas is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds the Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he owns Blatsby LLC, a clothing company based in Richardson, TX. 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 supported by strategic allocation models and proprietary research, leveraging the broader Goldman Sachs ecosystem to offer a range of specialized services and investment solutions.
Pablo M
Series 66
Irving, TX
Goldman Sachs Wealth Services
Pablo Mogollon is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Fisher Investments and LifeTime Fitness, as well as experience in education at the University of Texas at Dallas and Lone Star College. 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 services through both discretionary and non-discretionary management while offering integrated solutions across affiliated entities.
Peter K
Series 63, Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Peter Koehler is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Goldman Sachs & Co. LLC since 2019, following a 13-year tenure at 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. The firm offers tailored financial planning and portfolio management supported by specialized programs and integrated resources across the broader Goldman Sachs network.
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