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Denise R

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Denise Riedy is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and 17 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 13 years with 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, portfolio management, and specialized wealth programs. The firm uses a range of strategic allocation models and proprietary analytics, providing clients access to various fee arrangements and platforms supported by integrated 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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Jacob R

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Jacob Risavi is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual and Instacart. Prior to his finance career, he spent several years in education at St. John Fisher College and Jamesville Dewitt Schools. 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 tailored services delivered 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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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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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 financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and six years of industry experience. Prior to joining Goldman Sachs & Co. LLC in 2020, she worked at the Uceda Institute from 2015 to 2020. 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 combines strategic allocation models and manager selections with a range of advisory platforms and tools, leveraging the broader Goldman Sachs ecosystem to offer access to alternative investments and specialized wealth programs.

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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Brian W

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Brian Woodfield is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent five years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm combines centralized investment resources with tailored offerings such as Executive Wealth and Private Family Office support, operating within a large integrated financial group that includes banking and futures capabilities.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Matthew Valentine is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 14-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate, charitable, and institutional participants. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored solutions 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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Timothy B

Series 63

Cohoes, NY

Goldman Sachs Wealth Services

Timothy Buff is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and nine years of industry experience. His career includes roles at Goldman Sachs & CO. LLC since 2017 and prior experience at The Ayco Company, L.P./Mercer Allied. He also worked at Le Moyne College earlier in his career. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and proprietary analytics, integrating capabilities across the Goldman Sachs ecosystem to provide tailored investment solutions.

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

Series 63

Cohoes, NY

Goldman Sachs Wealth Services

Thomas Ruppel is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 63 designation and has worked previously at The Ayco Company, L.P./Mercer Allied, AXA Advisors LLC, and SUNY Oneonta. Outside of financial services, he was involved with T Shirt Graphics for two years. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to 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.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Faye Abou Nafeh is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. She joined the firm in 2025 and has prior experience at the Maxwell School of Citizenship and Public Affairs and Cosmea for Trade and Industry. 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 a broad range of affiliated and unaffiliated 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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Philip G

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Philip Geleta is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Zeem Solutions. Prior to his advisory career, he held roles at Toms Tents of Halfmoon and Dicks Sporting Goods, and he attended the University at Albany. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions across a variety of offerings.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

James Halley is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following an 11-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate and institutional participants. The firm utilizes centralized investment resources and model portfolios, delivering tailored solutions through both discretionary and non-discretionary management 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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Sean R

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Sean Ryan 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 several firms, including Woodbury Financial Services Inc, Roussel & Associates, UBS, and Benchmark International. 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, 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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Justin M

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Justin Metzger is a Series 66 licensed advisor with Goldman Sachs Wealth Services, based in Cohoes, NY, and has four years of industry experience. Prior to joining Goldman Sachs in 2021, he spent five years working at Woodys 5 Star Detailing. 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 uses tailored strategies supported by dedicated investment groups and offers a range of client service models and access to specialized programs 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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Joshua D

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Joshua Duell is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied from 2015 to 2021 before joining Goldman Sachs in 2021. 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 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 M

Series 65, Series 63

Cohoes, NY

Goldman Sachs Wealth Services

Christopher Marotta is a financial advisor with Goldman Sachs Wealth Services in Cohoes, NY, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at Goldman Sachs since 2019, following prior roles at The Ayco Company and Cap Com Federal Credit Union. Outside of his advisory work, he has been involved with 518Realty.com Inc. since 2018. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams use strategic allocation models and proprietary analytics to tailor client solutions, supported by a broad network of affiliated Goldman Sachs entities.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

John Riker is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022. Prior to that, he was employed at The Prudential Insurance Company of America, Pruco Securities LLC, AXA Advisors LLC, and held roles at Ithaca College and the Capital District YMCA. 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 a combination of discretionary and non-discretionary managers while 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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Nishtha A

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Nishtha Agarwal is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and two years of industry experience. Her background includes roles at Ayco, Goldman Sachs, and involvement with Union College’s Economics Department and Market. She also has experience with Invest India and has held various positions during her academic tenure. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic investment models and a broad range of platforms, leveraging resources across the Goldman Sachs ecosystem to offer tailored advice and access to alternative investments.

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