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Robert C

Series 63

Cohoes, NY

Goldman Sachs Wealth Services

Robert Chapman is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 23 years of industry experience. He previously worked for The Ayco Company, L.P./Mercer Allied Company, L.P. for 20 years before joining Goldman Sachs in 2021. 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, 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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Michael M

Series 63, Series 65

Cohoes, NY

Goldman Sachs Wealth Services

Michael Murray is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Goldman Sachs since 2003, including his current role since 2021, and previously worked 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 and institutional clients. The firm utilizes centralized investment resources and offers 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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Anthony T

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Anthony Toffenetti is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Ayco and the New York State Department of Taxation and Finance. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutions. The firm offers comprehensive financial planning and portfolio management, utilizing strategic allocation models and a range of fee arrangements while leveraging resources 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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Nicholas G

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Nicholas Gallucci is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. He has worked at Ayco, a Goldman Sachs affiliate, since 2017 and previously studied at the University of Connecticut. Goldman Sachs Wealth Services supports individual investors, executives, institutional clients, and plan sponsors by providing financial planning, portfolio management, and specialized wealth programs. The firm uses data-driven allocation models and a variety of fee arrangements, leveraging the broader Goldman Sachs ecosystem for investment and advisory capabilities.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Riya Dhall is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and beginning her industry career in 2024. Before joining Goldman Sachs, she held positions at S&E Azriliant P.C. and Shankar Ninan Law Firm, and has experience at Crowe LLP and several other organizations. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, leveraging integrated resources 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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Sheridan D

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Sheridan Dillon is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, Sheridan worked at Janice Delehanty DDS and has academic and agricultural experience from Fairfield University and Gade Farms. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management services supported by integrated investment strategy, manager selection, and advanced research 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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Samuel T

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Samuel Tanny is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC, VDC Research, Arrow Financial Corporation, and WPM Wealth Advisors. Outside of finance, he served on the Bentley University Student Conduct Board during his studies. 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 supported by proprietary research and a range of platforms, leveraging the resources of the broader Goldman Sachs organization.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Daniel Cooper is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds the Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied for seven years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, corporate participants, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging integrated resources from across the Goldman Sachs ecosystem to tailor strategies and deliver a range of advisory solutions.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Scott Bullock is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with United Capital Financial Advisers, LLC and The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides 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 offers tailored solutions through integrated teams and centralized investment resources, combining discretionary and non-discretionary management strategies.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Spencer Ryczek is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs Ayco since 2024. His prior experience includes roles at Five Star Bank and Northwestern Mutual, as well as positions outside finance at SUNY New Paltz Athletic and Wellness Center and Wegmans Food Markets. Goldman Sachs Wealth Services advises a broad client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning and portfolio management alongside services such as Private Family Office and Specialized Executive Wealth programs. The firm’s advisory teams use strategic allocation models and proprietary research tools, delivering tailored plans supported by integrated 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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Joshua C

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Joshua Clark is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2017, including prior roles at The Ayco Company and the University at Albany. 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 wealth programs. The firm integrates strategic allocation models and proprietary research tools and leverages its broader affiliated platform to provide comprehensive investment and advisory services.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Stacy Jones is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing 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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Christopher M

Series 63

Cohoes, NY

Goldman Sachs Wealth Services

Christopher Madej is a financial advisor at Goldman Sachs Wealth Services with 17 years of industry experience. He holds the Series 63 designation and has worked at Goldman Sachs 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, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored services such as Executive Wealth, Personal Wealth, and Private Family Office support, utilizing centralized investment resources and a mix of discretionary and non-discretionary managers.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Zlatko Beganovic is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by strategic allocation models, specialized programs, and access to alternative investments, 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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Jordan K

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Jordan Kane is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022. His prior work includes roles at Foot Locker, Nelson & Strife Financial Group, and several organizations in the public and healthcare sectors. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management using strategic allocation models and a range of fee arrangements, supported by integrated 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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Quinton R

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Quinton Rose is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. Prior to joining Goldman Sachs, he worked at Aureus Medical and the University of Rochester Strong Memorial Hospital. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a broad range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm integrates centralized investment resources with a variety of management strategies and offers specialized services such as Executive Wealth and Private Family Office support.

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

Series 65, Series 63

Cohoes, NY

Goldman Sachs Wealth Services

Michael Blair is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 designations and bringing nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized offerings such as Private Family Office and Executive Wealth programs. The firm utilizes strategic allocation models and a range of advisory platforms, supported by resources from across the broader Goldman Sachs organization.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Andrew Matthews is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services, based in Cohoes, NY. He has 10 years of industry experience, including eight years at The AYCO Company, L.P./Mercer Allied before joining Goldman Sachs in 2021. 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 leverages centralized investment resources and a range of discretionary and non-discretionary managers, delivering tailored solutions such as Executive Wealth, 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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Shea M

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Shea Mccartney is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. Prior to joining Goldman Sachs, he worked at Tompkins Trust Company and has experience outside finance at Purity Ice Cream Co. and the University of Rochester. 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, 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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Matthew T

Series 63, Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Matthew Tebaldi is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Goldman Sachs since 2021 and previously held positions at The Ayco Company, L.P./Mercer Allied and Ballston Spa National Bank. 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 utilizes centralized investment resources and offers 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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