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Jacob B

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Jacob Brunetti is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2017, following a prior role at The Ayco Company, L.P./Mercer Allied. Brunetti also has experience from Indiana University and a brief tenure at Uncle Sam Fireworks. Goldman Sachs Wealth Services serves a broad range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management tailored to client objectives, supported by integrated resources across the Goldman Sachs organization and employs a variety of investment strategies and operational tools.

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

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Aakanksha Sharma is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. Her prior roles include positions at Aditya Birla Sun Life AMC Ltd. and Mitraz Financial. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm leverages strategic allocation models, manager selections, and proprietary analytics, providing clients access to a broad range of investment solutions within the Goldman Sachs ecosystem.

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

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Rebecca Karpel is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has held positions at Goldman Sachs & Co. LLC, Avid Business Advisors, and the Department of Justice. Outside of her financial career, she previously worked at Orange Theory for three years. Goldman Sachs Wealth Services provides comprehensive financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm integrates strategic allocation models and specialized programs while leveraging the broader Goldman Sachs ecosystem to offer a wide range of investment and advisory services.

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

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Daniel Sunday is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Altair Advisers, Signature Advisors Group, and Arlington Capital Management. Outside of finance, he was involved with the University of Illinois Women's Basketball team from 2018 to 2020. Goldman Sachs Wealth Services advises a broad client base including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management services supported by strategic allocation models, manager selections, and various implementation platforms, leveraging 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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Eryn C

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Eryn Clemens is a Series 66 licensed financial advisor with 12 years of industry experience. She has worked at Goldman Sachs Wealth Services since 2021 and previously spent nine 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm integrates centralized investment resources and a range of tailored offerings, delivering services through both direct and partner programs.

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

Series 66, Series 65

Deerfield, IL

Goldman Sachs Wealth Services

Audie Murphy is a financial advisor at Goldman Sachs Wealth Services with Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions with the Pittsburgh Penguins, Cincinnati Reds, and Utica Comets, as well as academic affiliations with Syracuse University and Le Moyne College. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and advanced analytics, supported by affiliated Goldman Sachs entities, to tailor investment solutions across various fee structures and platforms.

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

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Amira Garwood is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Her prior work includes roles at Fidelity Investments and Robert W. Baird, as well as academic experience at Purdue University. 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 employs strategic and tactical allocation models and offers a range of advisory services, leveraging integrated capabilities across the broader Goldman Sachs network.

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

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Anna Kurzydlo is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has been with Goldman Sachs and its affiliates since 2022. Outside of her advisory role, she has been involved with Swimmers for Life since 2014. Goldman Sachs Wealth Services serves a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm provides tailored financial planning and portfolio management supported by strategic allocation models, manager selections, and a range of fee and platform options, leveraging the broader Goldman Sachs ecosystem for expanded product access and specialized services.

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

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Christopher Zajac is a financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following an eight-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and model portfolios while providing 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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