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Ryan T

Series 65, Series 63

Chicago, IL

Goldman Sachs Wealth Services

Ryan Taylor is a financial advisor with Goldman Sachs Wealth Services in Chicago, IL, holding Series 65 and Series 63 licenses and having five years of industry experience. He has been with Goldman Sachs since 2019 and previously worked at AIT Worldwide Logistics. Taylor also makes guest appearances as an alumnus of the Green Bay Packers. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management using tailored strategies supported by specialized teams and proprietary analytics, providing access to a wide range of services and affiliated Goldman Sachs capabilities.

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

CFP®, Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Zachary Augliano is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Goldman Sachs Wealth Services and has prior experience with UBS Financial Services, United Professional Advisors, and Ameritas. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of affiliated financial capabilities.

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

Series 63, Series 65

Newport Beach, CA

Goldman Sachs Wealth Services

Rick Lowe is a financial advisor at Goldman Sachs Wealth Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 25-year tenure at Ayco/Mercer Allied Company. 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 offers 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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Yixiang H

Series 63, Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Yixiang Huang is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Ayco Company LP and Barhems Corporation. 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 integrates proprietary research and a broad range of affiliated capabilities to tailor strategies and deliver comprehensive advisory services.

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

Series 63, Series 66

New York, NY

Goldman Sachs Wealth Services

Amanda Azzopardi is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at The Ayco Company LP since 2017, following two years at Aetna. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides tailored financial planning and portfolio management utilizing strategic allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, supported by integration with the wider Goldman Sachs platform.

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

Series 66

New York, NY

Goldman Sachs Wealth Services

Edward Hughes IV is a financial advisor with Goldman Sachs Wealth Services in New York, NY. He holds a Series 66 designation and has 14 years of industry experience, all of which he has spent with AYCO, Co./Goldman, Sachs & Co. since 2012. 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 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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Amanda S

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Amanda Samudio is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs Ayco Personal Financial Management since 2021 and previously held roles at Allstate and SUNY New Paltz. 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 utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of investment and advisory capabilities.

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

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Maria Angrisani is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2021. Prior to that, she held roles at Ayco, In-N-Out Burger, Subway, California State University, Long Beach, and the School of Engineering and Sciences. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering tailored financial planning and portfolio management supported by proprietary research, specialized programs, and access to alternative investments.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Alexander Bogdanov is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab and Bank of America. Prior to entering the financial industry, he spent several years in education and worked at the Strozier Library. 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 offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of specialized capabilities.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Daniel Josepher is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing 10 years of industry experience. Before joining Goldman Sachs in 2021, he worked for The Ayco Company, L.P./Mercer Allied from 2016 to 2021. Goldman Sachs Wealth Services serves a diverse client base, including individual investors across wealth levels, corporate participants, executives, and institutional clients. The firm offers comprehensive financial planning and portfolio management, leveraging strategic allocation models and a broad range of affiliated resources within the Goldman Sachs ecosystem.

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

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Peter Henkel is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience and holds a Series 66 designation. Prior to joining Goldman Sachs, he was affiliated with Indiana University and has held roles at Ivy Hills Country Club and Mercy Health Plex. Goldman Sachs Wealth Services advises a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and both discretionary and non-discretionary implementations 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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Olanrewaju S

Series 63, Series 65

Houston, TX

Goldman Sachs Wealth Services

Olanrewaju Shogbola is a financial advisor with Goldman Sachs Wealth Services in Houston, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at United Capital Financial Advisers, Wells Fargo Clearing, Wells Fargo Bank, and Northwestern Mutual. 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, utilizing centralized investment resources and a range of tailored offerings.

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

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Blake Maday is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Lilium Aviation, Mahalo Capital Partners, DoorDash, Inc., and Michigan State University. His background also includes six years with the United States Soccer Federation and nine years with the Novi Community School District. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate and institutional clients. The firm offers specialized programs such as Private Family Office services and Executive Wealth programs, utilizing strategic allocation models and proprietary 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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Connor B

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Connor Brown 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 Ayco and Rowlands, LeBrou & Griesmer, PLLC. 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, leveraging centralized investment resources and integrated financial group capabilities.

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

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Casey Spraberry is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and four years of industry experience. Prior to joining Goldman Sachs in 2022, Casey worked at Advantage xPO and held roles in hospitality and education. 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, utilizing centralized investment resources and integrated financial group capabilities.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Jessica Macci is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has been with Ayco, a Goldman Sachs company, since 2019. Outside of her advisory role, she is involved with the Organization of Chinese Americans WHV Chapter. 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 offers tailored services such as Executive Wealth and Private Family Office support, integrating capabilities across its affiliated entities.

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

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Jeffery Coda is a Series 66-registered advisor with Goldman Sachs Wealth Services, based in Deerfield, IL, with four years of industry experience. He has worked with The Ayco Company, LP since 2016. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized wealth services. The firm utilizes strategic allocation models and proprietary research while integrating capabilities across Goldman Sachs affiliates to deliver tailored investment solutions.

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

Series 66

Canonsburg, PA

Goldman Sachs Wealth Services

Ryan Mulderig is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 22 years at Mercer Allied Company, L.P. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate and institutional participants. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions including executive and personal wealth management, private family office support, and retirement plan education.

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

Series 66

Irving, TX

Goldman Sachs Wealth Services

Haden Mc Keehan is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Clearfork Engineering Inc. and Thrive Pet Healthcare. 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 strategic allocation models and uses proprietary and third-party analytics to tailor client solutions, supported by a wide array of affiliated Goldman Sachs entities.

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

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Helder Samagaio 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 14 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering 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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