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Maria M

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Maria Massi is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022. Prior to joining Goldman Sachs, she gained experience in roles at Friendly's and Vector Marketing and completed her education at Siena College. 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, leveraging strategic allocation models, manager selections, and various implementation methods, supported by extensive 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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Ryan M

Series 65, Series 63

Newport Beach, CA

Goldman Sachs Wealth Services

Ryan Molesworth is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at NIM Wealth Solutions, BrightHouse Financial, Fan Insider LLC, and Fire Island Concessions. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, institutional clients, and plan sponsors, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic and tactical allocation models, along with proprietary 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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Joseph S

Series 63, Series 65

Deerfield, IL

Goldman Sachs Wealth Services

Joseph Stasko is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. from 2015 to 2022 before joining Goldman Sachs in 2022. 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 offers tailored financial planning and portfolio management using strategic and tactical allocation models, manager selections, and a variety of implementation approaches, supported by proprietary and third-party analytics.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Jesse Lieberman is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2017, following prior roles at The Ayco Company, L.P./Mercer Allied and Seton Hall University School of Law. Goldman Sachs Wealth Services serves a wide range of clients including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management through tailored strategies supported by dedicated investment groups and access to a broad ecosystem of affiliated financial entities.

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

Series 63, Series 65

Deerfield, IL

Goldman Sachs Wealth Services

Danielle Thiel is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 16-year tenure 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 offers tailored services such as Executive Wealth and Private Family Office support, leveraging centralized investment resources and a mix of discretionary and non-discretionary managers 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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Michael S

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Michael Sevchuk is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following an 18-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 and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering 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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Linh P

Series 63, Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Linh Pham is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at Goldman Sachs & Co. LLC since 2021. Her prior roles include positions at The Ayco Company, L.P./Mercer Allied and J.P. Morgan Securities LLC. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic allocation models and integrates capabilities across the broader Goldman Sachs ecosystem.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Aidan Cohane is a Series 66-credentialed financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He has worked at Goldman Sachs since 2019, with prior roles including positions at Merrill Lynch and Oppenheimer & Co. Cohane has also held various roles unrelated to finance, including at Windham Mountain and Fordham University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of services such as Private Family Office programs, specialized executive wealth solutions, and access to alternative investments, supported by proprietary research and integrated resources across the Goldman Sachs organization.

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

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Yuan Yao is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and less than one year of industry experience. Prior to joining Goldman Sachs, Yuan held roles at GWN Securities, Thaddeus Resource Center, and has experience working in educational institutions including California State Polytechnic University, Pomona, Mt. San Antonio College, and Mark Keppel High School. 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, 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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Catherine G

Series 65, Series 63

Altanta, GA

Goldman Sachs Wealth Services

Catherine Gordon is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes roles at The Ayco Company, L.P./Mercer Allied, DiSalle Real Estate Company, Swig Restaurant and Catering, and Miami University of Ohio. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models and offers services such as Private Family Office, Specialized Executive Wealth 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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Charlotte P

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Charlotte Parnell is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at Goldman Sachs & Co since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied and Nickel Designs. Goldman Sachs Wealth Services advises a wide range of clients, including individual investors, executives, corporate participants, and institutional clients. The firm provides financial planning, portfolio management, and specialized programs, utilizing strategic allocation models, manager selections, 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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Nate C

CFP®, Series 66

Philadelphia, PA

Goldman Sachs Wealth Services

Nate Collette is a CFP® and holds a Series 66 license with 17 years of experience in financial advising. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent six years at The AYCO Company, L.P./Mercer Allied. Based in Philadelphia, PA, he is currently affiliated with Goldman Sachs Wealth Services. 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 offers tailored strategies supported by specialized teams and proprietary research 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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Marc D

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Marc Depasquale is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has held prior roles at Coerver Coaching, Rino's Pizzeria, OK Petroleum, and Wealth Advisory Group LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm integrates strategic allocation models and manager selections with a range of service platforms, leveraging the broader Goldman Sachs ecosystem to offer comprehensive wealth management solutions.

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

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Tina Welles is a financial advisor with Goldman Sachs Wealth Services in Morristown, NJ, holding a Series 66 designation and 13 years of industry experience. She worked at The AYCO Company, L.P./Mercer Allied for nine years before joining Goldman Sachs in 2018. 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 strategic allocation models, manager selections, and a range of implementation options, leveraging resources across the broader Goldman Sachs network.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Dove Lepson is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential. Lepson has held roles at several firms including Noble Wealth Advisors, Paradigm Capital Management, and Equitable Advisors, beginning their industry career in 2023. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models and a wide range of platforms 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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John W

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

John Werd is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. His prior work experience includes roles at Frost Bank and Delos Living LLC, as well as earlier positions outside of finance. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients. The firm provides financial planning and portfolio management supported by specialized teams and integrates strategic allocation models, manager selections, and both discretionary and non-discretionary implementations across multiple platforms.

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

Series 66

Philadelphia, PA

Goldman Sachs Wealth Services

Justin Smith is a financial advisor with Goldman Sachs Wealth Services in Philadelphia, holding a Series 66 designation. He joined Goldman Sachs in 2026 and previously worked at UBS Financial Services Inc. from 2025 to 2026. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse clientele, including individual investors, corporate participants, executives, and institutional clients. The firm uses strategic allocation models and manager selections through specialized advisory teams and offers a range of services including Private Family Office, Executive Wealth 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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Maryam H

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Maryam Haddad Salleg is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, she held roles at Georgia Tech, including work with the Office of Minority Educational Development and the College of Computing. She also has experience in entrepreneurial ventures, having been involved with Lunatica Pajamas Co. from 2017 to 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models, manager selections, and a variety of implementation options, while leveraging affiliated Goldman Sachs entities to offer a broad range of services and specialized programs.

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

Series 66

Boston, MA

Goldman Sachs Wealth Services

Chloe Green is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Boston, MA, and has two years of industry experience. Prior to joining Goldman Sachs Ayco, she worked at Bucknell Center for Career Advancement and Bucknell University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm’s advisory teams tailor plans using strategic allocation models and manager selections, supported by proprietary research and tools 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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Kelly D

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Kelly Donnoe is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. Prior to joining Goldman Sachs in 2023, Donnoe was involved in entrepreneurial ventures including Running Subway LLC and Legends OWO LLC. He holds a Series 66 designation. 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 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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