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Joseph A

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Joseph Abed El Latif is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 12 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight 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 individual, high-net-worth, corporate, charitable, and institutional clients. The firm provides tailored services through integrated resources and employs a combination of discretionary and non-discretionary managers, leveraging centralized investment strategies and cross-affiliate capabilities.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

John Burke is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and 15 years of industry experience. Prior to joining Goldman Sachs in 2021, he spent 10 years at The AYCO Company, L.P./Mercer Allied. 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 specialized teams and proprietary analytics, leveraging the broader Goldman Sachs network to deliver a wide range of wealth management and advisory services.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Liam Mc Donough is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Prior to joining Goldman Sachs, he worked at GP Fund Solutions and was involved with the Pulsifer Career Development Center at Bentley University. He also has experience at the Country Club of Troy. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporations, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a mix of 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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Joseph H

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Joseph Hasenkopf is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 12 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. Outside of his advisory role, Hasenkopf consults for Crystal Brook Resort and Hasenkopf, LLC, providing business and advertising guidance for these resort management organizations. 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 solutions through both discretionary and non-discretionary managers within an integrated financial group.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Rhiannon Commisso is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, combining discretionary and non-discretionary managers, and provides specialized programs 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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Scott R

Series 63

Cohoes, NY

Goldman Sachs Wealth Services

Scott Russell is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and possessing 22 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 15 years at Ayco/Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a diverse client base, including individual and high-net-worth households, corporate and employer-sponsored participants, as well as charitable 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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Luigi G

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Luigi Gazzillo is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. He has been with Goldman Sachs Ayco Personal Financial Management since 2019 and previously worked at Aflac, Mens Wearhouse, Dick's Sporting Goods, and Pigliavento Builders. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, 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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Ryan O

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Ryan Ostiguy is a Series 66–licensed financial advisor with Goldman Sachs Wealth Services, based in Cohoes, NY. He has three years of industry experience, including his current role at Goldman Sachs & Co LLC since 2023. His prior work history includes multiple positions at Marist College and roles outside financial services such as at Pheasant Hollow Golf Course and Columbia High School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, executives, institutional clients, and plan sponsors. The firm utilizes strategic and tactical allocation models, manager selections, and a range of fee arrangements, leveraging resources across the broader Goldman Sachs ecosystem to deliver comprehensive wealth management solutions.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Bourke Kraus is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and eight years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied, Special Counsel, and the Shenendehowa School District. He is currently based in Cohoes, NY. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management, leveraging strategic allocation models and access to 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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Bryant N

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Bryant Nikodem is a financial advisor at Goldman Sachs Wealth Services with 17 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 15 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 offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a combination of 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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Manqian Y

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Manqian Yang is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Cohoes, NY, and has three years of industry experience. Prior to joining Goldman Sachs, Yang held roles at Atlantix Partners, Shenzhen HighTop Certified Public Accountants, and EC USA Holdings Inc., among others. 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 uses centralized investment resources and model portfolios, delivering services through a mix of discretionary and non-discretionary managers while integrating offerings across its broad financial platform.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Sean Smith is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, including prior roles at The Ayco Company, L.P. and Mercer Allied. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth programs. The firm employs a strategic and tactical investment approach supported by integrated resources across the Goldman Sachs ecosystem.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Brett Clatworthy is a financial advisor at Goldman Sachs Wealth Services with 11 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 offers 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 a range of discretionary and non-discretionary managers, providing tailored offerings 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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Nathan D

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Nathan Derrick is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and five years of industry experience. His work history includes roles at Goldman Sachs & Co. LLC since 2021 and previous positions at The Ayco Company. 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 programs such as Private Family Office services and Executive Wealth programs. The firm employs strategic and tactical allocation models and integrates capabilities across Goldman Sachs affiliates to provide comprehensive investment solutions.

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

Series 65, Series 63

Cohoes, NY

Goldman Sachs Wealth Services

Sarah Motto is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied, LPL Financial, LLC, and State Employees Federal Credit Union. 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 employs strategic allocation models and advanced analytics within the broader Goldman Sachs ecosystem to tailor solutions across various fee arrangements and platforms.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Kyla Archie is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has spent her career primarily at Goldman Sachs Ayco Personal Financial Management and Goldman Sachs & Co. LLC. Previously, she worked at Cardona's Market and Vans, and has been affiliated with The College of Saint Rose. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management with specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and proprietary research 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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Kathleen S

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Kathleen Starr is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 20 years of industry experience. She worked at The AYCO Company, L.P./Mercer Allied for 16 years before joining Goldman Sachs in 2021. 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 discretionary and non-discretionary managers to deliver tailored wealth solutions and operates within a large integrated financial group with multiple affiliated entities and specialized programs.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Emily Adams is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and less than one year of industry experience. Prior to joining Goldman Sachs, she worked in various legal roles and attended Suffolk University Law School. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including high-net-worth individuals and institutional participants. The firm integrates centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large, diversified financial group.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Kara Deweese is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with two years of industry experience. Her work history includes roles at Goldman Sachs and various other organizations in retail and equestrian eventing. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, utilizing centralized investment resources and tailored solutions including private family office support and retirement plan education 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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Caroline D

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Caroline Dean is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and six years of industry experience. Her background includes roles at Goldman Sachs & Co. LLC and Ernst & Young LLP, as well as experience in academic and service positions. Goldman Sachs Wealth Services serves a broad client base ranging from individual investors to institutional clients, providing financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm employs a range of strategic allocation models and operational tools, integrating capabilities from across the Goldman Sachs ecosystem.

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