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Aaron D
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Aaron Difiore 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 & Co. LLC since 2019, following roles at The Ayco Company, L.P. and experience at Le Moyne College and Verrillo Motor Car Company. Goldman Sachs Wealth Services advises a diverse client base including individuals, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management alongside specialized wealth programs and access to alternative investments. The firm employs tailored strategic and tactical allocation models supported by integrated resources across the broader Goldman Sachs organization.
Runmeng W
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Runmeng Wu is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and possessing two years of industry experience. Wu has been with Goldman Sachs since 2018 in various roles and has prior experience at Ernst & Young and Standard Life China. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, external manager selections, and proprietary research tools within the broader Goldman Sachs ecosystem to tailor solutions for its clients.
Brian R
CFA®, Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Brian Rasizer is a CFA® charterholder with eight years of experience in the financial industry. He currently works at Goldman Sachs Wealth Services, where he has been since 2021, following prior roles at The Ayco Company, L.P./Mercer Allied and State Street Global Advisors. Goldman Sachs Wealth Services supports a wide range of clients, including individual investors, corporate participants, executives, and institutional clients, by providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging the broader Goldman Sachs network to offer expanded product access and integrated services.
Thomas L
Series 63, Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Thomas Landers is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Ayco/Goldman Sachs & Co. LLC since 2016, including its predecessor firm, The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides comprehensive financial planning and investment management to a diverse client base, including high-net-worth individuals and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of affiliated financial services.
Christopher A
CFA®, Series 63, Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Christopher Atwell is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services. He has been with Goldman Sachs & Co. since 2015. 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 integrated financial services to offer tailored wealth management solutions.
Colleen F
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Colleen Felske is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing two years of industry experience. She has been with Goldman Sachs and The Ayco Company LP since 2019. Outside of her advisory role, she is also a licensed real estate broker with Howard Hanna Real Estate Services, assisting buyers and sellers with real estate transactions. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, and institutional clients, offering comprehensive financial planning and portfolio management. The firm integrates strategic allocation models, manager selections, and proprietary analytics within the broader Goldman Sachs ecosystem to deliver tailored investment solutions.
Mackenzie S
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Mackenzie Scharf is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously spent four years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, offering financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm utilizes strategic and tactical allocation models along with proprietary analytics to tailor solutions across various account types and platforms.
Yelizaveta M
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Yelizaveta Malysheva is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with four years of industry experience. Her prior roles include positions at Jay Goldman Family Office and West Texas A&M. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
Sarah S
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Sarah Sprout is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a decade 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 solutions such as Executive Wealth and Private Family Office support, leveraging its integration within a large financial group.
Caitlyn M
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Caitlyn Miller is a Series 66 licensed advisor with Goldman Sachs Wealth Services and has three years of industry experience. Prior to joining Goldman Sachs in 2022, she worked at Tronco Financial Group and has part-time roles at Duck Pond Farms, an ice cream store, and GymRat LLC, a basketball recruiting company. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate and employer-sponsored participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm employs strategic and tactical allocation models, discretionary and non-discretionary implementations, and offers a range of fee arrangements supported by proprietary and third-party analytics.
Joseph B
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Joseph Buscema is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior work history includes roles at Empire Financial Advisors and various positions outside finance, such as at Shake Shack and Bailey's Cafe. He has also been affiliated with the University at Albany and Greenfield Summer Recreation. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, and institutional clients, offering financial planning, portfolio management, and specialized programs. The firm's advisory teams customize plans using strategic allocation models and proprietary research, benefiting from integration with Goldman Sachs’ broader financial ecosystem.
Thomas J
Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Thomas Jones is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 24 years of industry experience. He has worked at Ayco/Goldman Sachs & Co. LLC since 2021 and previously spent 21 years at Mercer Allied/The Ayco Company. 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 a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.
Chas L
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Chas Lacko is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds a Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services advises individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm’s advisory teams use strategic allocation models and manager selections to tailor plans and portfolios, leveraging integration with the broader Goldman Sachs ecosystem and employing advanced operational tools including AI-driven research.
Tyler B
Series 65, Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Tyler Brady is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Goldman Sachs & Co. LLC since 2018, following a prior role 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 proprietary research and integrates capabilities from across the broader Goldman Sachs platform.
Grace N
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Grace Nicastro is a Series 66-licensed financial advisor with six years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019, following roles at The Ayco Company, L.P./Mercer Allied and Siena ITS. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm leverages strategic allocation models, manager selections, and proprietary analytics, with integration across Goldman Sachs affiliates enhancing its service offerings.
Sarah P
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Sarah Polzello is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and previously worked at PKF O'Connor Davies for four years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management, utilizing strategic allocation models, manager selections, and both discretionary and non-discretionary implementations across a range of fee arrangements and platforms.
Donald T
Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Donald Timpanaro is a financial advisor at Goldman Sachs Wealth Services with 27 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021, following five 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, executives, corporate participants, and institutional clients. The firm uses strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, leveraging resources across the broader Goldman Sachs network.
Liam R
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Liam Roohan is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with six years of industry experience. Prior to joining Goldman Sachs in 2019, he worked at The Ayco Company, L.P./Mercer Allied and attended Le Moyne College. 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 fee arrangements, leveraging its integration with the broader Goldman Sachs ecosystem to provide access to specialized investment and advisory capabilities.
Abigail K
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Abigail Kiggen is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. Her work history includes roles at Goldman Sachs Ayco Personal Financial Management since 2021, as well as positions at The Mathworks, Bryant University, Nordstrom, Michael's, and Natick High School. 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 integrates strategic allocation models and proprietary analytics within a broad ecosystem that includes multiple Goldman Sachs affiliates.
Sean O
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Sean O Toole is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Warner Bros. Discovery and teaching experience at Wake Forest University and Riverdale Country School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm uses a combination of strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging resources across the Goldman Sachs ecosystem.
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