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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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