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Matthew B
Series 66
Chicago, IL
Goldman Sachs Wealth Services
Matthew Burel is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 16 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years 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, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both affiliated and unaffiliated managers, and integrates offerings across multiple affiliates such as banking and retirement consulting.
Tyler S
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Tyler Sears is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC, Handshake AI Solutions LLC, and teaching positions at Saint Anselm College and local schools. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic and tactical allocation models supported by proprietary research and delivers services through multiple platforms integrated within the broader Goldman Sachs ecosystem.
Grant H
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Grant Hawkins is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Goldman Sachs Ayco, 3Step Sports - NXT Sports, Scott Mazda, and a legislative role with the United States Senate under Pat Toomey. 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 specialized investment groups and offers access to a broad range of services including Private Family Office and Alternative Investments.
Titilayo O
Series 66
Seattle, WA
Goldman Sachs Wealth Services
Titilayo Otukoya is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. Prior to her current role, she has held various positions including work with Syracuse University and other organizations. She serves as a passive director of Queens Otus Ltd., a hotel and restaurant. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, corporate clients, and institutional participants. The firm utilizes strategic and tactical allocation models and offers a range of services such as Private Family Office and Specialized Executive Wealth programs, supported by proprietary research and broad integration within the Goldman Sachs ecosystem.
Christine T
Series 63, Series 65
Deerfield, IL
Goldman Sachs Wealth Services
Christine Thornburg is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She worked at Mercer Allied Company, L.P. for 24 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers 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 model portfolios, delivering tailored solutions through both discretionary and non-discretionary managers within a large integrated financial group.
Allison L
CFP®, Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Allison Larman is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Goldman Sachs Wealth Services since 2021 and previously held roles at Ameriprise Financial Services and 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 high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions through a combination of discretionary and non-discretionary managers.
Jake A
Series 66
Boston, MA
Goldman Sachs Wealth Services
Jake Amell is a financial advisor with Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial, Pioneer Bank, and Bentley University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, utilizing centralized investment resources and a range of discretionary and non-discretionary management strategies.
Luke K
Series 66
Washington, DC
Goldman Sachs Wealth Services
Luke Keck is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation 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 Summit Financial Resources. 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 allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, leveraging resources across the broader Goldman Sachs organization.
Madeline A
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Madeline Ames is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. She has been with Goldman Sachs since 2021, including roles at Advantage Xpo onsite at Goldman Sachs and Goldman Sachs & Co. LLC. 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 a range of discretionary and non-discretionary managers within a large integrated financial group.
Daniel Y
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Daniel Yankowski is a Series 66 licensed advisor at Goldman Sachs Wealth Services with seven years of industry experience. He has held roles at Goldman Sachs & Co. LLC since 2019, and previously worked at The Ayco Company, L.P./Mercer Allied and in various positions including at the University at Albany and the Inspector General Office. 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 along with specialized programs and access to alternative investments, leveraging affiliated entities within the Goldman Sachs ecosystem.
Melissa S
Series 66
Lake Zurich, IL
Goldman Sachs Wealth Services
Melissa Streich is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 18 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 15 years 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, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and integrated strategies across affiliated teams, providing access to a wide range of tailored wealth management solutions.
Jasmine R
Series 66
Atlanta, GA
Goldman Sachs Wealth Services
Jasmine Reyes is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and with one year of industry experience. Her work history includes roles at Goldman Sachs & Co. LLC as well as prior positions in education and at the United States Embassy of Sweden. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management through tailored strategies supported by specialized teams and proprietary research, leveraging the broader Goldman Sachs platform and a variety of advisory services.
Nathaniel B
Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Nathaniel Burns is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2021. Prior to his advisory career, he spent five years at Raising Canes and ten years as a full-time student. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients. The firm leverages centralized investment resources and a broad array of affiliated services within a large integrated financial group.
Heather H
Series 66
Saratoga Springs, NY
Goldman Sachs Wealth Services
Heather Hudson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 14 years of industry experience. She has worked with Ayco/Goldman Sachs & Co. LLC since 2011, including a decade at The AYCO Company, L.P./Mercer Allied prior to its integration with Goldman Sachs. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and model portfolios, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
Stephanie G
Series 63, Series 65
Deerfield, IL
Goldman Sachs Wealth Services
Stephanie Graf is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Goldman Sachs since 2021 and spent 14 years at The AYCO Company, L.P./Mercer Allied prior to that. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions including Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of affiliated services.
Kevin W
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Kevin Wright is a Series 66 licensed financial advisor with seven years of industry experience, currently serving at Goldman Sachs Wealth Services since 2021. Prior to this, he worked at The Ayco Company, L.P./Mercer Allied from 2019 to 2021. Outside of finance, he holds a silent partnership stake in a bar and restaurant business. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and delivers customized advisory support through integrated strategies and a broad range of affiliated services.
Mark L
Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Mark Laquin is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 21 years of industry experience. He previously worked for The AYCO Company, L.P./Mercer Allied for 15 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. The firm offers financial planning and portfolio management with specialized programs and access to alternative investments, utilizing strategic allocation models and a range of implementation platforms tailored to client objectives.
Samuel B
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Samuel Bodner is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. He has been with Goldman Sachs & Co. LLC since 2025 and previously worked at Double Diamond Investment Group and Crestmont Country Club. His professional experience in the industry begins in 2025. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management solutions, leveraging a comprehensive range of strategies and resources within the broader Goldman Sachs ecosystem.
Brooke H
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Brooke Hurley is a financial advisor with Goldman Sachs Wealth Services in Cohoes, NY, holding a Series 66 license and six years of industry experience. Her work history includes roles at Goldman Sachs & Co. LLC since 2019, as well as positions at The Ayco Company, L.P./Mercer Allied, and Clute Wealth Management. Outside of finance, she has worked as a waitress and bartender at JJ Rafferty's Bar and Grill. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management utilizing strategic allocation models, proprietary analytics, and access to a wide range of affiliated resources within the Goldman Sachs ecosystem.
Paul M
Series 65, Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Paul Mainello is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Goldman Sachs in 2021, he worked at The Ayco Company, L.P./Mercer Allied and Atlas Private Wealth Management. Goldman Sachs Wealth Services advises a broad client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by strategic allocation models and proprietary research, integrating resources across Goldman Sachs affiliates to provide a wide range of customized advisory services.
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