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Yuqing Z

Series 66

Canonsburg, PA

Goldman Sachs Wealth Services

Yuqing Zhao is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Prior to joining Goldman Sachs, Zhao worked at Cornell University and Hong Kong Baptist University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, 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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Michael N

Series 63, Series 65

Cohoes, NY

Goldman Sachs Wealth Services

Michael Normile is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Goldman Sachs since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied, Gross Electric, Inc., Watervliet Housing Authority, and Rensselaer Polytechnic Institute. 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 combines centralized investment resources and model portfolios with a range of discretionary and non-discretionary managers, providing tailored wealth solutions and leveraging integration across its affiliated financial entities.

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

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Rebecca Karpel is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has held positions at Goldman Sachs & Co. LLC, Avid Business Advisors, and the Department of Justice. Outside of her financial career, she previously worked at Orange Theory for three years. Goldman Sachs Wealth Services provides comprehensive financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm integrates strategic allocation models and specialized programs while leveraging the broader Goldman Sachs ecosystem to offer a wide range of investment and advisory services.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Paul Liguori Jr. is a Series 66 licensed advisor with six years of industry experience, currently with Goldman Sachs Wealth Services. His prior roles include positions at The Ayco Company, Instacart, Charles Schwab, and Siena College. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm offers tailored investment strategies and integrates capabilities across multiple Goldman Sachs affiliates to deliver a broad range of wealth management and specialized services.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Maria Jose Blas Perez 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. Her prior experience includes roles at Menchie's and Italian Wine Merchants. 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 integrates centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large financial group structure.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Zoila Chele is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with six years of experience, having worked at Goldman Sachs & Co. LLC since 2020 and previously at Uceda Institute for four years. She is based in Cohoes, NY. 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 leverages strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, offering a range of fee arrangements and operational tools such as model rebalancing and tax-aware techniques.

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

Series 63, Series 66

Troy, MI

Goldman Sachs Wealth Services

Timothy Jervis is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He worked at The AYCO Company, L.P./Mercer Allied for 22 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office offerings and Executive Wealth programs. The firm employs strategic allocation models and both discretionary and non-discretionary implementations, leveraging an extensive ecosystem of affiliated Goldman Sachs entities to deliver comprehensive investment solutions.

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

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Michael Berkowitz is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and ten years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning and portfolio management alongside specialized programs and alternative investments. The firm’s advisory teams customize strategies using proprietary research and collaborate closely with multiple Goldman Sachs affiliates to provide integrated financial solutions.

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

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Daniel Sunday is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Altair Advisers, Signature Advisors Group, and Arlington Capital Management. Outside of finance, he was involved with the University of Illinois Women's Basketball team from 2018 to 2020. Goldman Sachs Wealth Services advises a broad client base including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management services supported by strategic allocation models, manager selections, and various implementation platforms, leveraging resources across the Goldman Sachs ecosystem.

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

Series 66

Troy, MI

Goldman Sachs Wealth Services

Stephen Japowicz is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. His prior experience includes roles at United Capital Financial Advisers, LLC and The AYCO Company, L.P./Mercer Allied, as well as teaching at Walsh 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 offers tailored wealth management solutions through an integrated financial services platform.

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

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Emma Salzman is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at The Ayco Company, L.P./Mercer Allied and JP Morgan. Goldman Sachs Wealth Services advises a broad client base, including both non‑high-net-worth and high-net-worth individuals, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management tailored to client objectives, utilizing strategic allocation models and a range of services such as Private Family Office and Specialized Executive Wealth programs.

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

Series 66

Canonsburg, PA

Goldman Sachs Wealth Services

Heather Hoyt is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 13 years of industry experience. She has worked at Goldman Sachs and its affiliated firms since 2012, including roles at Ayco and Mercer Allied prior to her current position. 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 range of discretionary and non-discretionary managers, offering 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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Patrick N

Series 66

Troy, MI

Goldman Sachs Wealth Services

Patrick Noskey is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Troy, MI. He has three years of industry experience, including eight years with Oakland County prior to joining Goldman Sachs in 2022. Outside of his advisory role, he manages a residential real estate property in Lake Orion, Michigan. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm utilizes centralized investment resources and delivers tailored advisory solutions through both discretionary and non-discretionary strategies 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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Richard B

Series 63, Series 65

Newport Beach, CA

Goldman Sachs Wealth Services

Richard Barry 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 26-year tenure 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 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, operating within a large integrated financial group with a broad range of affiliated services.

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

Series 63

Cohoes, NY

Goldman Sachs Wealth Services

Allen Kummu is a financial advisor at Goldman Sachs Wealth Services with 28 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The Ayco Company LP and Mercer Allied Company, L.P. for over two decades. 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 tailored wealth management solutions through both discretionary and non-discretionary managers.

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

Series 66

Houston, TX

Goldman Sachs Wealth Services

Marisa Gu is a financial advisor at Goldman Sachs Wealth Services in Houston, TX, holding a Series 66 designation with less than one year of industry experience. Her prior experience includes roles at Ally Financial and Fidelity Investments, as well as work with educational institutions such as the University of Texas at Austin and several high schools. 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 supported by a comprehensive and integrated advisory platform 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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Corban Q

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Corban Quarles is a financial advisor with Goldman Sachs Wealth Services based in Dallas, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and Goldman Sachs, as well as experience with Nightlight Donuts and Fellowship Bible Church. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by research and technology, with access to services across the broader Goldman Sachs platform.

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

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Natalia Bartolone is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her prior work includes positions at Seton Hall Law and AER Technologies. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored services including Executive Wealth, Personal Wealth, and Private Family Office support, utilizing 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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Stephen S

Series 65, Series 63

Dallas, TX

Goldman Sachs Wealth Services

Stephen Snapp is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding Series 65 and Series 63 licenses with eight years of industry experience. He has worked at Goldman Sachs since 2019 and previously spent eight years at United Capital Financial Advisers. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and advanced analytics within the broader Goldman Sachs ecosystem to tailor solutions to client objectives.

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

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Eryn Clemens is a Series 66 licensed financial advisor with 12 years of industry experience. She has worked at Goldman Sachs Wealth Services since 2021 and previously spent nine 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm integrates centralized investment resources and a range of tailored offerings, delivering services through both direct and partner programs.

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