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Nickolas C
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Nickolas Cammarene is a Series 66 licensed advisor with Goldman Sachs Wealth Services, bringing two years of industry experience. He has worked previously at Marshalls and completed a four-year period at the University at Buffalo. Goldman Sachs Wealth Services serves a diverse clientele including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates extensive resources across the Goldman Sachs network to tailor investment strategies using advanced research and technology.
Shawn C
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Shawn Conroy is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC 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 leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
Timothy S
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Timothy Schmidt is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and five years of industry experience. He previously worked at Neuberger Berman and has a diverse background including roles at Equitable Advisors and Northwestern Mutual. Outside of finance, he spent several years involved with St. Peter's Cemetery. Goldman Sachs Wealth Services caters to a wide range of clients including individuals, executives, plan sponsors, and institutions. The firm offers comprehensive financial planning and portfolio management, leveraging strategic allocation models and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.
Justin M
Series 65, Series 63, Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Justin Marks is a financial advisor at Goldman Sachs Wealth Services with credentials including Series 65, Series 63, and Series 66. He has been affiliated with Goldman Sachs and its related entities since 2023 and has prior experience at Allstate. Marks also spent time in academic roles at the University of Delaware and New York University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth services. The firm integrates proprietary research, tactical allocation models, and a broad range of affiliated resources across the Goldman Sachs network to tailor solutions to client objectives.
Breidy S
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Breidy Siminiel is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, Siminiel worked at Cavalry Portfolio Services and Hornblower Cruises, and spent six years at the State University of New York at Oswego. 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 offers tailored solutions through centralized investment resources and integrates services across affiliated entities such as banking and retirement consulting.
Thomas L
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Thomas Landers IV is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services, bringing two years of industry experience. Before joining Goldman Sachs, he held roles at various firms including Trio Tutoring and Unicell Body Co. outside of the financial sector. Goldman Sachs Wealth Services serves a broad client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates advanced investment strategies and proprietary analytics within the broader Goldman Sachs ecosystem to tailor client solutions.
Shravan P
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Shravan Pratheesh is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 credential and previously worked at Advantage XPO and Iris Outsourcing. 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 specialized services such as Private Family Office programs and access to Alternative Investments, utilizing a range of strategic, tactical, and operational tools supported by its integrated global platform.
Brody O
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Brody O'Connor 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, Point72, Columbia University, and Ballston Spa National Bank. Outside of finance, he was involved with Cunningham's Ice and Coin Laundry for five years. 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 utilizes strategic and tactical allocation models, discretionary and non-discretionary management, and a range of fee structures while leveraging the broader Goldman Sachs ecosystem and its affiliated services.
Ainsley H
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Ainsley Hutchison is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation. She joined Goldman Sachs in 2025 and previously worked at the UK Mission to the UN and the British Embassy in Washington. Hutchison also attended law school from 2022 to 2025. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging centralized investment resources and a large integrated financial group structure.
Sierra B
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Sierra Barry is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Prior to joining Goldman Sachs, she held roles at Advantage xPO, Oswego County Opportunities, and SUNY Oswego. Barry has also been involved with Oswego Opera and held various positions spanning education and community organizations. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutions. The firm utilizes strategic allocation models, manager selections, and a range of platforms and pricing programs, benefiting from integration across Goldman Sachs affiliates to offer comprehensive wealth management solutions.
Nicole D
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Nicole Davis is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience and holds a Series 66 credential. Prior to her current role, she worked at Goldman Sachs Ayco and has diverse experience including positions in education and hospitality. She has also spent time at Livingston Manor Central School and Siena College. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management with specialized programs and access to alternative investments, leveraging integrated resources across the Goldman Sachs ecosystem.
Austin P
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Austin Phillips 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 Ayco since 2021 and previously held positions at The Federal Savings Bank, Pioneer Bank, and Jackson Lewis, P.C. He also has experience in higher education institutions, including The College of Saint Rose and Hudson Valley Community College. 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 leverages centralized investment resources and offers tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support within a large integrated financial group.
Jason G
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Jason Greene is a Series 66-licensed financial advisor with 14 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 10 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a wide range of clients, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and a variety of implementation platforms.
Charles P
Series 65, Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Charles Peltz is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019, with prior roles at The Ayco Company, L.P./Mercer Allied and The Lake George Beach Club. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging capabilities across the broader Goldman Sachs ecosystem.
Jenna F
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Jenna Felitte is a Series 66-licensed financial advisor with nine years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent seven 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, high-net-worth, corporate, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions through both discretionary and non-discretionary strategies.
Sean James G
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Sean James Gibbons is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and previously worked at the University of Limerick and Cora Flooring. 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 employs strategic and tactical allocation models and offers access to a range of specialized services such as Private Family Office and Alternative Investments.
Gregory B
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Gregory Bankowski is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 10 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.
Heather C
Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Heather Carver is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and 24 years of industry experience. She has worked at Goldman Sachs since 2021 and previously spent 21 years at The Ayco Company, L.P. 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 offers tailored services and integrates centralized investment resources with a range of affiliated and unaffiliated managers.
Heather L
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Heather Lee is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Her prior experience includes roles at The Ayco Company, L.P./Mercer Allied, Mass Mutual, and Yates County Workforce Development. 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 programs such as Executive Wealth and Private Family Office support within a large integrated financial group.
Thomas C
Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Thomas Cucinotta is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously at The AYCO Company, L.P./Mercer Allied from 2014 to 2021. He holds the Series 63 designation. 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 employs centralized investment resources and a mix of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
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