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John R

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

John Ragozzino is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Before joining Goldman Sachs in 2025, he held positions at Maxim Group LLC and was involved in the hospitality sector at Huntington Tap Room and On the Docks Restaurant. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides tailored financial planning and portfolio management using a combination of strategic allocation models, manager selections, and a range of implementation platforms, supported by integrated resources 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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Matthew W

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Matthew Williams is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 10 years of industry experience. He has worked at The Ayco Company, L.P./Mercer Allied since 2015. 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 a range of discretionary and non-discretionary managers, delivering tailored 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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Cory A

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Cory Alverson 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, following eight 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 individual, high-net-worth, corporate, charitable, 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.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Ryan Lacasse is a Series 66-credentialed financial advisor with 15 years of industry experience. He has worked at Ayco/Goldman Sachs & Co. LLC since 2010, transitioning through its affiliation with Mercer Allied until 2021, and continues with Goldman Sachs Wealth Services. Goldman Sachs Wealth Services delivers 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 mix of discretionary and non-discretionary managers within a large integrated financial group offering a broad range of tailored wealth solutions.

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

Series 65, Series 63

Cohoes, NY

Goldman Sachs Wealth Services

Adrian Bryant is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Ayco and Sneaker News Inc. His career also includes a role at National Debt Relief and an educational background from SUNY New Paltz. 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 offers tailored investment strategies supported by proprietary research and integrates 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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Samantha D

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Samantha Dillon is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and three years of industry experience. She has been with Ayco/Goldman Sachs since 2017 and previously worked at Colonie Community Day Care Center from 2012 to 2017. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support, and operates within a large integrated financial group with access to diverse affiliated entities and programs.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Elizabeth Woldring is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has worked at firms including New York Life and Lex & Cleo. Outside of her advisory role, she is the owner of Element Wardrobe, a women’s athletic clothing company based in Saratoga Springs, NY. 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 and Executive Wealth programs. The firm integrates various Goldman Sachs affiliates and employs both strategic models and proprietary analytics to tailor solutions across multiple fee and platform arrangements.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Michael Davis 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, following seven 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 utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, integrating solutions across its broad financial platform.

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

Series 63

Cohoes, NY

Goldman Sachs Wealth Services

Pasquale Razzano is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds a Series 63 designation and has previously worked at JP Morgan Securities LLC and JP Morgan Chase & Co. Since 2024, he has served on the Board of Directors, Investment Committee, and Finance Committee of the Norwalk Symphony Orchestra, a nonprofit organization. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams tailor strategies using proprietary research and analytics, leveraging Goldman Sachs’ extensive affiliated capabilities across asset management, banking, and brokerage services.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Edie Schaffer is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds the Series 66 designation. Prior to joining Goldman Sachs, she worked in hospitality and education sectors, including roles at The Standard Restaurant & Lounge and Congregation Beth Emeth. 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 integrates proprietary investment strategy models and offers a range of service platforms, leveraging affiliations 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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Paul C

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Paul Clickman is a Series 66-credentialed advisor with 24 years of industry experience, currently with Goldman Sachs Wealth Services since 2019. Prior to joining Goldman Sachs, he spent 21 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selections, and advanced analytics within the broader Goldman Sachs ecosystem to tailor investment solutions.

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

Series 63, Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Richard Chong is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Goldman Sachs - Ayco since 2021 and previously spent 17 years at Equitable Advisors and 16 years at AXA Advisors, 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 uses centralized investment resources and model portfolios to deliver 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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Jacob P

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Jacob Pollicino is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and five years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and briefly at J.P. Morgan Chase in 2021. Prior to his financial services career, his work experience includes roles at De Angelo's Ristorante and Men's Wearhouse. 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, offering access to specialized programs and alternative investments 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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Tyler V

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Tyler Vernieu is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored services 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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Aidan M

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Aidan Mc Cann is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has previously worked within Goldman Sachs Ayco and has experience in educational and recreational organizations. Goldman Sachs Wealth Services provides financial planning and portfolio management to a broad client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers tailored investment solutions supported by its Private Wealth Investment Strategy Group and External Investment Group, leveraging a range of platforms and proprietary 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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Thomas C

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Thomas Currie is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 years at The Ayco Company, L.P./Mercer Allied. He holds a Series 66 designation. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, corporate participants, and institutional clients. The firm utilizes 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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Michael J

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Michael Jawitz is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Cornick Garber & Sandler LLP, Haddad Brands, Public Consulting Group, and the U.S. Census Bureau. Goldman Sachs Wealth Services serves a diverse client base, offering financial planning and portfolio management alongside specialized programs such as Private Family Office services and Executive Wealth programs. The firm utilizes strategic allocation models and proprietary analytics while providing access to a broad range of affiliated financial capabilities and investment options.

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

Series 63, Series 65

Cohoes, NY

Goldman Sachs Wealth Services

Anna Stojanovic is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at The Brattle Group, Tavistock Group, and Royal Bank of Canada. 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 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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Russell M

Series 63, Series 65

Cohoes, NY

Goldman Sachs Wealth Services

Russell Merchant is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions at The Ayco Company LP and Cadaret Grant, as well as various engagements in hospitality and education sectors. Goldman Sachs Wealth Services offers 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 integrated strategies across affiliated teams 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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Joshua G

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Joshua Gregg is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at The AYCO Company, L.P./Mercer Allied for six years. Outside of his advisory role, he manages a maple syrup production business based in Cohoes, NY. 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 integrates centralized investment resources and affiliated teams to deliver tailored wealth management solutions across multiple client segments.

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