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Colin H
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Colin Hughes is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing nine years of industry experience. He previously worked at The Ayco Company, L.P./Mercer Allied for six years before joining Goldman Sachs in 2021. Outside of his advisory role, he is a co-owner and general manager of Mochalisa's Caffe, a coffee company based in Clifton Park, NY. 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 combines discretionary and non-discretionary management approaches within a large integrated financial group.
Athena T
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Athena Trapalis is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six 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 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 within a large integrated financial group.
John J
Series 63, Series 65
Cohoes, NY
Goldman Sachs Wealth Services
John Justice is a financial advisor at Goldman Sachs Wealth Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co. LLC since 2021. Prior to this, he was with The Ayco Company L.P. for 22 years and Mercer Allied Company, L.P. for 26 years. 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 within a large integrated financial group.
Jason S
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Jason Shepard is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds a Series 66 designation and has been with Goldman Sachs and its affiliated entities since 2012. 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 leverages centralized investment resources and a variety of portfolio management strategies within a large integrated financial group.
Courtney K
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Courtney Kerester 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, Courtney held roles at Daiwa Capital Markets, Weitz and Luxenberg, and the Law Offices of Jeffrey Lichtman, along with academic experience at Brooklyn Law School and the University of Michigan. Goldman Sachs Wealth Services serves a diverse client base, offering tailored financial planning and portfolio management with access to Private Family Office services, executive wealth programs, and alternative investments. The firm integrates resources across Goldman Sachs affiliates and employs strategic allocation models and advanced analytics in its advisory approach.
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 her financial career, she held positions at Friendly's and Vector Marketing. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients, and offers a range of specialized wealth programs and access to alternative investments. The firm leverages integrated resources across the Goldman Sachs ecosystem to deliver customized investment strategies and operational tools.
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.
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.
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.
Antonio C
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Antonio Cotugno is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. His prior work includes roles at Trustco Bank and a family practice in Clifton Park. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary analytics and integration within the broader Goldman Sachs ecosystem.
Christopher M
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Christopher Meano Jr. 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 Ayco Personal Financial Management since 2021. Prior to this, he held roles in architecture and municipal water departments and was affiliated with Alfred University. 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 offers tailored services such as Executive Wealth and Private Family Office support, leveraging its integration within a large financial group.
Robert D
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Robert Dolan is a Series 66-licensed financial advisor with 21 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent 18 years with 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 model portfolios while providing tailored services such as Executive Wealth and Private Family Office support.
Jason M
Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Jason Mallette is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds a Series 63 designation and previously worked for The Ayco Company, L.P./Mercer Allied Company, L.P. for 21 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 individual and high-net-worth households, corporate participants, 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.
Nicholas M
Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Nicholas Morais is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and nine years of industry experience. He has been with Goldman Sachs & Co. LLC since 2017 and previously worked at Citizens Securities, Inc. and Citizens Bank from 2015 to 2017. Goldman Sachs Wealth Services serves a diverse range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management through tailored strategies supported by proprietary research and offers access to alternative investments, private family office services, and specialized executive wealth programs.
Katherine M
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Katherine Murphy is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 17 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 13 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions through both discretionary and non-discretionary strategies.
Christian T
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Christian Tychostup is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 14 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent 10 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 comprehensive financial planning and portfolio management. The firm integrates strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary analytics and a broad range of affiliated services across the Goldman Sachs ecosystem.
Morgan F
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Morgan Fallati is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. Prior to joining Goldman Sachs, he worked at The Ayco Company, L.P./Mercer Allied for five years. He has been with Goldman Sachs since 2019. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging strategic allocation models and analytics within the broader Goldman Sachs ecosystem.
Christopher H
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Christopher Hass is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019. Prior to that, he was with The Ayco Company, L.P./Mercer Allied for four years and has additional experience in other sectors including a basketball camp operation. 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 utilizes strategic allocation models and both discretionary and non-discretionary implementation methods while offering access to a broad range of financial and alternative investment services.
Samuel A
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Samuel Awa is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has 14 years of industry experience, including ten years at The AYCO Company, L.P./Mercer Allied and five years at Goldman Sachs & Co. LLC. 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 leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group that includes banking and futures capabilities.
Matthew H
Series 63, Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Matthew Heerwagen is a financial advisor at Goldman Sachs Wealth Services with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Goldman Sachs and its affiliated firms since 2014, including roles at The Ayco Company and 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 utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.
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