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Martin D
Series 63, Series 65
Morristown, NJ
Goldman Sachs Wealth Services
Martin Donnelly is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Goldman Sachs since 2019 and was previously with The AYCO Company, L.P./Mercer Allied for seven years. 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 specialized programs such as Private Family Office services and Executive Wealth programs, integrating capabilities across the broader Goldman Sachs organization.
James M
Series 66
Dallas, TX
Goldman Sachs Wealth Services
James Mcenery is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2021, following a 14-year tenure at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, he serves clients through Goldman Sachs' integrated wealth management platform. 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 offers tailored solutions including Executive Wealth, Personal Wealth, and Private Family Office support.
Analiese L
Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Analiese Lauro is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. She holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied and Financial Partners Credit Union. 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 specialized programs such as Private Family Office services and Executive Wealth programs, leveraging integrated resources across the Goldman Sachs ecosystem to deliver customized investment solutions.
Emma K
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Emma Kramer is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. She previously worked at Munich Re Specialty - North America and People Places, Inc., and attended the University of Virginia. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients, offering tailored financial planning, portfolio management, and specialized wealth programs. The firm leverages strategic allocation models, external manager selection, and a range of implementation platforms, integrating closely with the broader Goldman Sachs ecosystem.
Anthony Y
Series 66
Troy, MI
Goldman Sachs Wealth Services
Anthony Yizze is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Monroe Capital LLC, Deloitte Consulting LLC, and Ayco Goldman Sachs. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs centralized investment resources and model portfolios, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
Daniel M
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Daniel Madia is a Series 66 licensed financial advisor with 13 years of industry experience. He has been with Goldman Sachs Wealth Services since 2021 and previously spent 10 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, Madia provides advisory services within a large integrated financial group. Goldman Sachs Wealth Services offers financial planning, investment management, and related 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 tailored solutions such as Executive Wealth and Private Family Office support.
Anthony C
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Anthony Castano is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Washington, DC. He has 10 years of industry experience, including six years at The AYCO Company, L.P./Mercer Allied and five years at Goldman Sachs & Co. LLC. Castano has also been affiliated with Fairleigh Dickinson University since 2010. Goldman Sachs Wealth Services delivers financial planning, investment management, and advisory support to a diverse client base, ranging from individual and high-net-worth households to corporate and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its position within a large integrated financial group.
John J
Series 63, Series 65
Cohoes, NY
Goldman Sachs Wealth Services
John Justice is a financial advisor at Goldman Sachs Wealth Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co. LLC since 2021. Prior to this, he was with The Ayco Company L.P. for 22 years and Mercer Allied Company, L.P. for 26 years. 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 leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
Jason S
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Jason Shepard is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds a Series 66 designation and has been with Goldman Sachs and its affiliated entities since 2012. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and a variety of portfolio management strategies within a large integrated financial group.
Thomas M
Series 63, Series 66
Irving, TX
Goldman Sachs Wealth Services
Thomas Mccarty Jr. is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Goldman Sachs & Co. LLC since 2019. His prior roles include positions at Vermont Information Processing, Primerica Advisors, and Primerica Financial Services. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by proprietary research and access to a broad range of affiliated capabilities within the Goldman Sachs ecosystem.
Saunders C
Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Saunders Carlson 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, Saunders held positions at Cresset Capital, CoreWeave, and worked in the foodservice sector with Woodgrain Bagel and Deli, SALT Bistro, Shine, and Lucky Pie Pizza. 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 proprietary research, integrating resources across the Goldman Sachs network to deliver comprehensive wealth management solutions.
Samuel H
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Samuel Harris is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at State and Liberty and self-employment, alongside experience in education and travel-related work. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporations, and institutions. The firm leverages centralized investment resources and integrated financial services to deliver tailored wealth management solutions.
Samuel C
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Samuel Chacon is a Series 66-licensed financial advisor with 23 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent 19 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, he is part of a large team serving a diverse client base. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm combines centralized investment resources and model portfolios with discretionary and non-discretionary management, providing tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support.
Michael Q
Series 63, Series 66
Dallas, TX
Goldman Sachs Wealth Services
Michael Quiroga is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Fidelity Brokerage Services, Inc. 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 uses strategic allocation models and a variety of platforms to tailor solutions and integrates capabilities across Goldman Sachs affiliates to offer a broad range of services.
Oluwatunmise J
Series 65, Series 63
New York, NY
Goldman Sachs Wealth Services
Oluwatunmise Jinadu is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 licenses and bringing six years of industry experience. Prior to joining Goldman Sachs in 2021, Jinadu worked at The Ayco Company and Mercer Allied, as well as in roles at Nesco Resources, Uber, and the New York State Department of Health. Outside of advisory work, Jinadu is involved with the Finance Office of the United States Army, managing pay systems, budgeting, and forecasting. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, executives, and institutional clients. The firm utilizes strategic and tactical allocation models supported by multiple internal groups and offers specialized programs such as Private Family Office services and Financial Wellness, leveraging the broader Goldman Sachs ecosystem to deliver integrated wealth management solutions.
Julianna C
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Julianna Crang is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 credential and has worked at Goldman Sachs & Co. LLC since 2021. Her background includes various roles at Lake Forest College and Merrill Lynch. 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 uses strategic and tactical allocation models, manager selections, and a range of fee arrangements, leveraging the broader Goldman Sachs ecosystem to offer services such as Private Family Office, Specialized Executive Wealth programs, and access to alternative investments.
John W
Series 63, Series 65
Canonsburg, PA
Goldman Sachs Wealth Services
John Wetterau is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 23 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 and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support within a large integrated financial group.
Julian K
Series 66
Atlanta, GA
Goldman Sachs Wealth Services
Julian Koeneman is a financial advisor with Goldman Sachs Wealth Services based in Atlanta, GA. He holds a Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at The Ayco Company, L.P./Mercer Allied, Bank of America Merrill Lynch, and Core States Inc. He also has experience in academic roles at the University of South Carolina. 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 supported by specialized services such as Private Family Office, Executive Wealth programs, and access to Alternative Investments, leveraging extensive resources within the broader Goldman Sachs network.
Gianna M
Series 66
New York, NY
Goldman Sachs Wealth Services
Gianna Minasian is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and previously worked at Stonebridge Wealth Management. Minasian’s background includes roles at Vanderbilt University and community association involvement. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm utilizes strategic allocation models and a range of implementation platforms, integrating resources across the Goldman Sachs ecosystem to offer specialized wealth programs and alternative investment access.
Courtney K
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Courtney Kerester is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC and Daiwa Capital Markets. Prior to her financial career, Kerester attended Brooklyn Law School and worked at several law firms. 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, utilizing strategic allocation models and a range of platforms to tailor solutions aligned with client objectives.
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