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Alexa C
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Alexa Cawood is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 credential and beginning her advisory career in 2026. Prior to joining Goldman Sachs, she held various roles including work with Blaze Gymnastics and Hiscock Legal Aid. Her background also includes community involvement with Syracuse University Literacy Corps and multiple positions at Park Ridge Municipal Pool. Goldman Sachs Wealth Services advises a diverse client base that ranges from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm uses strategic allocation models and both discretionary and non-discretionary implementations, supported by proprietary analytics and a broad network of Goldman Sachs affiliates.
John F
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
John Fealy is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A., and Merrill. 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 integrates strategic allocation models and specialized programs across its advisory teams, offering access to a broad range of investment capabilities within the broader Goldman Sachs ecosystem.
Vincent P
CFP®, Series 63, Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Vincent Pacinella is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services since 2021. Prior to that, he worked for 12 years at The AYCO Company, L.P./Mercer Allied. 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 provides financial planning and portfolio management, leveraging strategic allocation models and proprietary research, and integrates capabilities across the broader Goldman Sachs ecosystem.
Leah A
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Leah Anderson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 11 years of industry experience. She has worked at The AYCO Company, L.P./Mercer Allied since 2014. 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 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.
Scott D
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Scott Debiase 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 at The AYCO Company, L.P./Mercer Allied from 2014 to 2021. 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 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.
Julia C
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Julia Conroy is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022, with prior experience outside the financial industry including roles at Spa Mirbeau and Colgate University. 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 services. The firm integrates strategic and tactical allocation models, manager selections, and a range of service platforms, leveraging resources across the broader Goldman Sachs ecosystem.
Patrick B
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Patrick Burke is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He previously worked at Morgan Stanley for three years and The Ayco Company LP for ten years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, integrating resources across the Goldman Sachs ecosystem to tailor strategies to client objectives.
Avery D
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Avery Daggett is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2024. Prior to his current role, he was involved with Boston College’s Carroll School of Management and campus recreation programs. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management, leveraging strategic allocation models and a broad range of affiliated resources within the Goldman Sachs ecosystem.
Kaitlyn D
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Kaitlyn Di Lonardo is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Her prior work includes five years at Jason Patrick's and a decade as a student. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients, leveraging strategic allocation models and broad capabilities across the Goldman Sachs ecosystem.
Michael C
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Michael Crupi is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds a Series 66 designation and has worked previously at The Ayco Company, L.P./Mercer Allied and Axiom North America LLC. Goldman Sachs Wealth Services advises individual investors, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management alongside specialized programs such as Private Family Office services and Alternative Investments. The firm leverages proprietary strategy models, tactical allocation, and both discretionary and non-discretionary implementations to tailor client solutions.
Andrew S
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Andrew Schnitzer is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Northern Craftsmen and various positions in education. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering tailored financial planning and portfolio management supported by integrated resources across the Goldman Sachs organization.
Emily F
Series 63, Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Emily Ferrero is a financial advisor at Goldman Sachs Wealth Services in New York, NY, with five years of industry experience. She has held positions at Goldman Sachs since 2019 and previously worked at Synchrony Financial and the University of Michigan. 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 a range of discretionary and non-discretionary managers, providing tailored solutions such as executive and personal wealth management, retirement plan education, and private family office support.
Brett B
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Brett Blair is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 credential and previously worked at The Ayco Company, L.P./Mercer Allied for five years before joining Goldman Sachs in 2021. 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 advanced analytics within the broader Goldman Sachs ecosystem to deliver tailored investment solutions.
Giovanni T
Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Giovanni Tedesco is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds the Series 63 designation and previously worked at The AYCO Company, L.P./Mercer Allied for 19 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers 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 model portfolios, delivering services through both discretionary and non-discretionary managers, with integrated offerings across banking, futures, retirement consulting, and private family office support.
Adam T
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Adam Tatar 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 the State University of New York at Oswego and several educational institutions. Outside of his advisory role, he owns New Era Merchandising Inc., a merchandising company. 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 tailored strategies supported by proprietary research and access to affiliated Goldman Sachs resources.
Samuel B
Series 63, Series 65
Cohoes, NY
Goldman Sachs Wealth Services
Samuel Beaulac is a financial advisor with Goldman Sachs Wealth Services holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Cetera Advisor Networks, Capobianco Financial Advisors, and KeyBank NA. Outside of finance, he has experience working in the food service industry at AJ's Pizzeria. 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 utilizes strategic and tactical allocation models and offers access to alternative investments, delivering tailored wealth solutions integrated within the broader Goldman Sachs ecosystem.
Jaylana O
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Jaylana Ogresevic is a Series 66 licensed advisor with Goldman Sachs Wealth Services and has been with the firm since 2026. Her prior work includes roles at Green Sugar Leaf Farms and small business ventures in the nails industry and mini golf. 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 allocation models and a range of fee arrangements, leveraging capabilities across Goldman Sachs affiliates to deliver comprehensive wealth management solutions.
Edward W
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Edward Wanzenried is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Goldman Sachs Ayco and Valsoft Corporation, as well as experience in education and small business ownership. He worked at the University at Albany (SUNY) and owned Rain or Shine Tent Rental. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies supported by its Private Wealth Investment Strategy and External Investment Groups, leveraging a broad range of platforms and proprietary research tools within the Goldman Sachs ecosystem.
Kyle E
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Kyle Ellenbogen is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Polito & Mazza, Pine Brook Country Club, and Righthand Capital. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and both proprietary and third-party analytics to tailor investment solutions within the broader Goldman Sachs ecosystem.
Kyle G
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Kyle Griskowitz is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has been with Goldman Sachs since 2025, including time at Goldman Sachs & Co. LLC, and has experience working in other roles such as operating The Wishing Well. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management, leveraging strategic allocation models and both discretionary and non-discretionary implementations within the larger Goldman Sachs ecosystem.
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