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Matthew H

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Matthew Hall is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 15 years of industry experience. He has worked at The AYCO Company, L.P./Mercer Allied since 2008. 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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Madison D

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Madison Deak is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. They hold the Series 66 designation and have worked at Goldman Sachs & Co. LLC since 2024. Outside of their advisory role, Madison works part-time as a grocery delivery employee for Instacart Inc. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers access to a broad array of investment services through its integration with 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

CFA®, Series 63, Series 65

Cohoes, NY

Goldman Sachs Wealth Services

Thomas Conigliaro is a CFA® charterholder with 25 years of industry experience. He is currently with Goldman Sachs Wealth Services and has prior experience at S&P Global, OpenExchange, and IHS Markit. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning and portfolio management alongside specialized wealth and financial wellness programs. The firm employs strategic and tactical allocation models 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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Grainne D

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Grainne D Arcy 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 several firms, including Goldman Sachs & Co. LLC, DoorDash, and Instacart. Her prior roles also include positions at entrepreneurial and service-oriented companies such as District Donuts and Rover. 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 utilizes strategic allocation models and a range of advisory platforms, supported by integrated proprietary research and 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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Kaylee M

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Kaylee Merlow is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. She has worked at Goldman Sachs since 2019 and previously held roles at The Ayco Company, L.P./Mercer Allied, Albany Management, and State Farm. Outside of finance, she was involved with Caffe Vero for eight years. 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, leveraging proprietary research, multiple fee arrangements, and 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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Joshua P

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Joshua Perry is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a nine-year tenure 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 individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and a range of discretionary and non-discretionary managers, providing 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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David P

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

David Parseghian is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Goldman Sachs and its affiliated entities since 2009, including roles at The Ayco Company and 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 employs a centralized investment approach with access to a broad range of strategies and integrates services across its affiliated entities, including banking and retirement consulting.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Chandler Rauch is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and approximately one year of industry experience. His background includes roles at Trustco Bank and Siena College, along with service in the United States Marine Corps Reserves from 2017 to 2023. Outside of finance, he was involved with LionHeart Pub and Brewery from 2021 to 2022. 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 employs strategic and tactical allocation models and offers services that integrate various Goldman Sachs affiliates, delivering a range of investment and wealth management solutions.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Nicholas Dicostanzo is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Andersen Tax and The Cheesecake Factory. 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, utilizing centralized investment resources and integrated financial services across its affiliates.

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

Series 65, Series 63

Cohoes, NY

Goldman Sachs Wealth Services

Raziq Farhat is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and The College of Saint Rose. He is based in Cohoes, NY. 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 employs strategic and tactical allocation models and offers a range of services such as Private Family Office and Specialized Executive Wealth programs, leveraging an integrated platform that includes affiliated Goldman Sachs entities and advanced analytics.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Andrea Gregory is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and eight years of industry experience. She previously worked at The Ayco Company, L.P. and Sylvan Learning Center. Outside of her advisory work, she operates the Tortured Poets Book Club, a TikTok account analyzing Taylor Swift song lyrics. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, and institutional clients. The firm provides tailored financial planning and portfolio management, leveraging a broad range of strategic allocation models, investment selections, and proprietary analytics 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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Adam L

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Adam Lorch is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. He has worked at Goldman Sachs since 2019 and previously held positions at Cap Com FCU, Trustco Bank, and Siena College. Goldman Sachs Wealth Services provides financial planning, investment management, and related 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 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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Alexander D

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Alexander Dunn 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 six years at 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrated affiliate capabilities 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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Peter O

Series 63

Cohoes, NY

Goldman Sachs Wealth Services

Peter O'Connor is a financial advisor at Goldman Sachs Wealth Services with 22 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021, following an 18-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and related 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 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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