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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 and has worked at Goldman Sachs & Co. LLC since 2021. Her prior experience includes positions at The Ayco Company, L.P./Mercer Allied, DiSalle Real Estate Company, and involvement with Swig Restaurant and Catering. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse clientele, including individual investors, executives, and institutional clients. The firm offers tailored investment solutions supported by specialized advisory teams and integrates resources across the Goldman Sachs ecosystem to deliver a broad range of wealth management services.

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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Jayesh I

CFA®, Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Jayesh Intwala is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has worked at The Ayco Company, L.P., Mercer Allied, and Goldman Sachs Wealth Services since 2008, currently serving at Goldman Sachs Wealth Services in Atlanta, GA. 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. 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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Rohan J

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Rohan Jani is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to his current role, he held various positions including multiple engagements at the University of Georgia and a legal firm, Wilson Legal, PC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base ranging from individual investors to institutional clients. The firm employs strategic and tactical allocation models, manager selections, and a range of implementation options, backed by proprietary and third-party analytics, and offers integrated services 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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Shannon T

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Shannon Traylor is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Prior to joining Goldman Sachs AYCO in 2022, Shannon held roles in hospitality and retail, including positions at Georgia Tech Hotel and Conference Center and Athleta. 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. The firm utilizes proprietary strategic and tactical allocation models, tax-aware techniques, and integrates capabilities across the broader Goldman Sachs network to tailor solutions for client objectives.

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

CFA®, Series 63

Atlanta, GA

Goldman Sachs Wealth Services

Adam Carll is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously held roles at Wilbanks Smith and Thomas Asset Management, LLC and NEPC, LLC. 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 integrates centralized investment resources and multiple management strategies within a large financial group, providing tailored wealth solutions such as 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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Samantha G

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Samantha Goldmann is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022. Her prior roles include positions at Advantage, Alvarez and Marsal, and The Shelby Report. 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 institutions. The firm leverages centralized investment resources and model portfolios, 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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Carson L

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Carson Lake is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Atlanta, GA, and has five years of industry experience. He has been with Goldman Sachs Ayco since 2020 and has held positions at Academy Sports and Outdoors, Raymond James, and other firms. 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 a range of implementation platforms, leveraging 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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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.

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

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Ryan Davian is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and 22 years of industry experience. He has worked at Goldman Sachs since 2021 and spent 17 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 a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

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

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Christopher Kern is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA. He holds a Series 66 designation and has 23 years of industry experience, including 19 years at The Ayco Company/Mercer Allied before joining Goldman Sachs in 2021. 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. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, delivering tailored solutions such as executive wealth, personal wealth, and private family office services.

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

Series 63, Series 65

Atlanta, GA

Goldman Sachs Wealth Services

Kevin Gennarelli is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co. LLC since 2021, following a 12-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 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 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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Tyler G

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Tyler Gerling is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2018, following six years at The AYCO Company, L.P./Mercer Allied. 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 financial planning and portfolio management alongside specialized services such as Private Family Office programs and Financial Wellness initiatives, utilizing strategic allocation models and a range of fee and platform options.

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

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Edward Dunphy is a financial advisor with Goldman Sachs Wealth Services based in Atlanta, GA. He holds a Series 66 credential and has 25 years of industry experience, including 21 years with The AYCO Company, L.P./Mercer Allied and five years at Goldman Sachs. Outside of finance, he owns and operates Dunphy Racing LLC, an automobile racing and parts shop, and is involved as an actor and purchaser of car parts for a racing-related reality TV show. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm integrates strategic and tactical investment models with access to various specialized programs and affiliated Goldman Sachs entities to serve client objectives through multiple platforms and fee arrangements.

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

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Isaac Haugen is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA. He holds a Series 66 designation and has experience working at Goldman Sachs & Co. LLC and JP Morgan Private Bank. His background includes roles in education and storytelling prior to entering the financial industry. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies, leveraging proprietary research, alternative investments, and integrated capabilities across the Goldman Sachs network.

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

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Brady Gockel is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Northwestern Mutual. 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 through tailored strategies, leveraging proprietary research and a broad range of affiliated resources across the Goldman Sachs network.

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

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Dev Patel is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and three years of industry experience. He has worked at Goldman Sachs since 2022 and previously held positions at KPMG, SHIVAM LLC, and Delve Risk. 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 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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Jake M

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Jake Mossing is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Florida State University, Acumen Wealth Advisors, and the Tennessee Department of Environment and Conservation. Outside of finance, he appeared as a participant on the televised game show Family Feud in 2026. Goldman Sachs Wealth Services advises a diverse client base—including individual investors, executives, plan sponsors, and institutional clients—offering financial planning, portfolio management, and specialized programs. The firm integrates strategic allocation models and manager selections with proprietary analytics and benefits from broad capabilities across the Goldman Sachs ecosystem.

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

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Lauren Moskowitz is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. She has worked at Goldman Sachs since 2022 and has prior experience in educational roles at Georgia College & State University. Outside of her advisory work, she is a seasonal part-time sales associate for Lululemon Athletica Inc. in Atlanta, GA. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a diverse client base, including individual and high-net-worth households, corporate and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions through both 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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Caroline S

Series 66

Altanta, GA

Goldman Sachs Wealth Services

Caroline Scisci is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019. Prior to that, she was employed at The Ayco Company, L.P./Mercer Allied and Schneider Downs and Co. 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, leveraging its affiliation with a large integrated financial group.

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