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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.
Darryll T
Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Darryll Towsley is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 22 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 18 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 and employer-sponsored participants, 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.
Mia P
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Mia Politano is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing one year of industry experience. Prior to joining Goldman Sachs, she was affiliated with the firm in earlier roles and has an academic background linked to Middlebury College and Otter Valley Union High School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm employs strategic and tactical allocation models alongside a range of specialized services, integrating resources across the Goldman Sachs ecosystem.
Pranav M
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Pranav Mathur is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 license and five years of industry experience. His prior roles include positions at Ayco Company, Brown Brothers Harriman, and State Street Corporation. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored investment strategies supported by proprietary research and extensive resources across the Goldman Sachs network.
Richard C
Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Richard Coughlin is a financial advisor at Goldman Sachs Wealth Services with 36 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with Mercer Allied Company, L.P. for 27 years and The AYCO Company, L.P. for 36 years. 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 and employer-sponsored participants, as well as charitable and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored programs such as Executive Wealth, Personal Wealth, and Private Family Office support.
Dana B
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Dana Bertrand is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. Dana has been involved with BMT Management and The Ayco Company, L.P./Mercer Allied since 2015 and spent one year working at Seven Horse Pub. 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 utilizes strategic allocation models and manager selections from its specialized investment groups and offers a range of fee arrangements and platforms, supported by integration with Goldman Sachs affiliates.
Lukas M
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Lukas Moller is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. His prior work includes roles at the United States Attorney's Office and the Albany County District Attorney's Office. 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 integrates a range of strategic and tactical investment approaches across its affiliated entities to deliver tailored solutions and specialized wealth programs.
Texas M
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Texas Minnick is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Cohoes, NY. He has one year of industry experience, having previously worked at Goldman Sachs & Co. LLC since 2026. Prior to joining the firm, his work history includes roles outside the financial industry. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management, utilizing strategic allocation models and manager selections, and provides access to specialized programs and alternative investments through its integrated platform within the broader Goldman Sachs ecosystem.
Kyle K
Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Kyle Kinowski is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds a Series 63 designation and has worked at Ayco/Goldman Sachs & Co. LLC since 2021, following a 21-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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes 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.
Grace S
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Grace Shumway is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2021. Prior to that, she was employed at The Ayco Company, L.P./Mercer Allied and held positions outside of finance at Homegoods and Bath and Body Works. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored wealth management solutions and integrates resources across affiliated teams to deliver a range of services, including private family office support and retirement plan education.
Ross C
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Ross Caimano is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and previously worked in the hospitality and retail sectors, including roles at Red Jug Pub and Boats By George. 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 integrates strategic allocation models and manager selections across multiple platforms and leverages affiliated Goldman Sachs entities to deliver comprehensive advisory solutions.
Michael M
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Michael Miorin is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and previously worked at Campito Plumbing & Heating, Inc. for six years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, tailoring solutions using strategic and tactical allocation models and leveraging affiliated capabilities across the Goldman Sachs ecosystem.
Amelia H
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Amelia Hastings is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following four 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, and institutional clients. The firm offers tailored investment strategies supported by specialized teams and integrates resources across the Goldman Sachs ecosystem to deliver comprehensive wealth management solutions.
Braxton W
Series 66, Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Braxton Warden is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at Goldman Sachs & Co. LLC, Goldman Sachs Ayco, Clinton's Ditch Cooperative Co, and Le Moyne College. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging an integrated approach within the broader Goldman Sachs ecosystem.
Dara P
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Dara Pallatto 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 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 high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrated financial services to deliver tailored wealth management solutions.
Timothy C
Series 66, Series 65
Cohoes, NY
Goldman Sachs Wealth Services
Timothy Crill is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Goldman Sachs since 2014, including time at The Ayco Company, L.P. as part of the Goldman Sachs ecosystem. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm uses strategic allocation models and a range of advisory platforms, leveraging resources across the Goldman Sachs network to provide access to alternative investments and tailored financial solutions.
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