Thomas D'angelo is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 15 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 high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and a large integrated financial group to offer tailored wealth solutions and a range of specialized programs.

Gabrielle Lindenfeld is a financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. She holds Series 66 and Series 65 licenses and has been with Goldman Sachs & Co. since 2012. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, using strategic allocation models and proprietary analytics integrated across the Goldman Sachs ecosystem.

Kristina Dawn Tira is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds the Series 66 designation and has worked at The Ayco Company LP since 2016. Goldman Sachs Wealth Services serves 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, utilizing proprietary analytics and a range of advisory platforms integrated within the broader Goldman Sachs ecosystem.

Anjalee Daryani is a financial advisor at Goldman Sachs Wealth Services based in New York, NY, holding a Series 66 designation with 12 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously spent eight 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. The firm offers tailored financial planning and portfolio management with access to specialized executive wealth programs, alternative investments, and a variety of fee arrangements and platforms, supported by integrated research and technology tools within the broader Goldman Sachs ecosystem.

Jadon Jones is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has been with Goldman Sachs since 2020. Outside of finance, he is the founder of Revolving Solutions LLC, a clothing manufacturing company based in Dallas, Texas. 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 a range of discretionary and non-discretionary managers, offering tailored solutions such as executive wealth services and private family office support within a large integrated financial group.

Edward O Connor is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in New York, NY. He has three years of industry experience, including prior work at AlphaSense. He has been with Goldman Sachs since 2022. 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 offers tailored wealth solutions and utilizes centralized investment resources and model portfolios to implement strategies through both affiliated and unaffiliated managers.

Il Kyu Lee is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services in New York, NY, and has two years of industry experience. His prior work includes positions at UBS, Commonwealth Financial Network, and academic roles at Northeastern University, Sciences Po, and CUNY Baruch College. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and proprietary analytics, leveraging the broader Goldman Sachs ecosystem to deliver tailored advisory solutions.

Charles Wolff is a financial advisor with Goldman Sachs Wealth Services in New York, NY, holding Series 65 and Series 66 licenses and 16 years of industry experience. He has worked at Goldman Sachs since 2012, including time at The Ayco Company, L.P./Mercer Allied from 2017 to 2018. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates resources across Goldman Sachs affiliates and employs strategic allocation models, manager selection, and tax-aware techniques to tailor client solutions.

Immanuel Tan is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 63 designation and previously worked at United Capital Financial Advisers, LLC. Based in New York, NY, he has been with Goldman Sachs since 2010. 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, operating within a large integrated financial group with unique cross-affiliate capabilities.

Lauren Palacio is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2015, holding various roles within the firm over that time. 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 employs strategic allocation models and a range of implementation methods, leveraging tools such as tax-aware techniques and AI-driven analytics, while integrating capabilities across the broader Goldman Sachs organization.

Abyssinia Vanterpool is a financial advisor at Goldman Sachs Wealth Services with 11 years of experience. She holds Series 65 and Series 66 licenses and has been with Goldman Sachs & Co. since 2015. 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 a range of services such as Private Family Office, Specialized Executive Wealth programs, and access to Alternative Investments.

Marissa Mehling is a financial advisor at Goldman Sachs Wealth Services based in New York, NY, holding a Series 66 designation with two years of industry experience. Her background includes multiple roles at Goldman Sachs since 2022 and earlier experience working at Northstar Cafe and Roots Natural Kitchen. Outside of finance, she has been involved with Soccer Motiv8. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized programs and integrates a broad range of resources across the Goldman Sachs organization.

Sofia Agredo is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds the Series 66 designation and has worked at Goldman Sachs since 2023. Prior to that, she gained experience at The Colony Palm Beach and held various roles during her studies at The Ohio State University. Goldman Sachs Wealth Services serves a broad client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models and proprietary analytics within the wider Goldman Sachs ecosystem.

Julianne De Marco is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked primarily at The Ayco Company L.P., with additional experience at New York University’s Stern School of Business and as a freelance professional. Goldman Sachs Wealth Services provides comprehensive financial planning and investment management 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 services such as Executive Wealth and Private Family Office support, integrating cross-affiliate capabilities within a large financial group.

William Pasko is a financial advisor at Goldman Sachs Wealth Services with credentials including Series 63 and Series 65 and three years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and the Better Business Bureau. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm uses strategic allocation models and proprietary analytics to tailor plans and portfolios, leveraging the broader Goldman Sachs ecosystem to provide access to a wide range of financial solutions.

Husain Bazzi is a financial advisor with Goldman Sachs Wealth Services in New York, NY, holding Series 63 and 66 licenses and five years of industry experience. He has been with Goldman Sachs & Co, LLC since 2019 and also spent three years at Brooklyn Law School. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, corporate participants, and institutional clients, providing financial planning, portfolio management, and specialized programs. The firm integrates strategic allocation models and proprietary analytics, leveraging the broader Goldman Sachs network to offer a wide range of investment and advisory services.

Asia Cesa is a financial advisor with Goldman Sachs Wealth Services in New York, holding a Series 66 designation and three years of industry experience. Prior to joining Goldman Sachs in 2022, she worked at Pardee School at Boston University, Ayco, Studio Grassi Cagnato, DLA Piper, and Boston University. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models, manager selections, and various implementation options, leveraging capabilities across the broader Goldman Sachs ecosystem.

Ashley Chowdhury is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and nine years of industry experience. She has been with The Ayco Company LP since 2016. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office programs and Financial Wellness, leveraging strategic allocation models and extensive resources within the Goldman Sachs ecosystem.

Chrisos Papavasiliou is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Lantern Entertainment, Lantern Asset Management, and BTIG LLC. Outside of his advisory role, he is involved in media and entertainment through ownership of Pico and Hudson LLC and holds interests in several real estate and restaurant holding companies. Goldman Sachs Wealth Services serves a broad client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth services. The firm employs a range of investment strategies and leverages the wider Goldman Sachs platform to provide clients with diverse financial solutions.

Rosa Commisso is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, she spent seven years at The AYCO Company, L.P./Mercer Allied. Outside of her advisory role, Commisso owns and manages 222 Brew LLC, a coffee company based in Albany, NY. Goldman Sachs Wealth Services provides 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 model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Alexandra Emmett is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at The Ayco Company LP since 2018. Her earlier roles include positions at Pace University and AHRC NYC. Goldman Sachs Wealth Services advises a wide range of clients, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm tailors investment strategies using proprietary research and a variety of fee arrangements, leveraging integrated capabilities across the Goldman Sachs ecosystem.

Alex Malanoski is a financial advisor with Goldman Sachs Wealth Services in New York, NY. He holds a Series 66 designation and has two years of industry experience. Prior to joining Goldman Sachs, he held roles at Fox Business Network and Robinhood Financial, and has spent multiple years engaged in full-time education at Syracuse University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams customize portfolios using strategic allocation models and provide access to a broad range of investment solutions and operational tools.

Wesley Huber is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 18 years of industry experience. He has worked with The Ayco Company, L.P./Mercer Allied since 2007 and operates his own tax return preparation business, Wesley D Huber, CPA, where he prepares individual tax returns for select clients. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored wealth management solutions supported by integrated financial group affiliates.

Stephanie Conti is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 12 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight 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 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 within a large integrated financial group.

Gabriella Henry is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. She has been with Goldman Sachs since 2021 and previously worked at Bryant University for five years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging an integrated approach that includes strategic allocation models, manager selections, and a range of fee arrangements supported by both proprietary and third-party analytics.

William Antone is a CFP® professional with 13 years of experience in the financial services industry. He currently serves as an advisor at Goldman Sachs Wealth Services, where he has worked since 2018. Prior to joining Goldman Sachs, he held roles at The Ayco Company LP and The MDE Group, Inc. 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 specialized programs such as Private Family Office services and Executive Wealth programs, integrating capabilities across the broader Goldman Sachs organization.

Emma Cramm is a CFP® and holds a Series 66 license, with nine years of experience in financial advisory roles. She has worked at Goldman Sachs & Co. LLC since 2023 and previously spent six years at Raymond James Financial Services Advisors, Inc., as well as experience with Cadent Capital, LLC. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides comprehensive financial planning and portfolio management, leveraging strategic allocation models and offering access to specialized programs and alternative investments, supported by a range of fee arrangements and integrated resources across the Goldman Sachs network.

Christopher Rivas is a financial advisor with Goldman Sachs Wealth Services in New York, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Goldman Sachs in 2024, he worked with several advisory professionals and firms, including Paul Tortorella, Stephen Schwartz, Kevin Luchetta, James DiNardo, and Northwestern Mutual Investment Services LLC. 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 integrates strategic allocation models and manager selections from within Goldman Sachs and affiliated entities, providing clients access to a broad array of investment and advisory resources.

Sean Featherstone is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, he worked at Premium Merchant Funding and gained experience in various roles including a position at Ramsey Golf and Country Club. 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, manager selections, and a variety of implementation methods, supported by an extensive Goldman Sachs ecosystem and proprietary research tools.

Amanda Azzopardi is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at The Ayco Company LP since 2017, following two years at Aetna. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides tailored financial planning and portfolio management utilizing strategic allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, supported by integration with the wider Goldman Sachs platform.

Edward Hughes IV is a financial advisor with Goldman Sachs Wealth Services in New York, NY. He holds a Series 66 designation and has 14 years of industry experience, all of which he has spent with AYCO, Co./Goldman, Sachs & Co. since 2012. 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 services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Michael Moorby is a financial advisor at Goldman Sachs Wealth Services with 30 years of industry experience. He held roles at The Ayco Company, L.P./Mercer Allied for 25 years before joining Goldman Sachs in 2021. Moorby is also the owner of Rebel Forces, LLC, an apparel company. Goldman Sachs Wealth Services advises a broad client base including individual investors, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth services supported by strategic allocation models and integrated resources across the Goldman Sachs ecosystem.

Michelle Nguyen is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Goldman Sachs & Co. LLC since 2019, following a year at Ernst & Young. 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 employs strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary research and analytics.

Oluwatunmise Jinadu is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Goldman Sachs in 2021, Jinadu worked at The Ayco Company, L.P./Mercer Allied and Nesco Resources. Outside of financial advising, Jinadu serves in a finance role with the United States Army, managing budgeting and forecasting. 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 leverages strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, while offering specialized programs and access to alternative investments within the broader Goldman Sachs ecosystem.

Gianna Minasian is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and previously worked at Stonebridge Wealth Management. Minasian’s background includes roles at Vanderbilt University and community association involvement. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm utilizes strategic allocation models and a range of implementation platforms, integrating resources across the Goldman Sachs ecosystem to offer specialized wealth programs and alternative investment access.

Maryam Vahabzadeh is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and 31 years of industry experience. She has been with Goldman Sachs since 2004. 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 a range of discretionary and non-discretionary managers, offering specialized programs such as Executive Wealth and Private Family Office support within a large integrated financial group.

Jose Iturregui Fuertes is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and two years of industry experience. His career includes roles at Goldman Sachs & Co and Ernst & Young, as well as multiple positions at the University of Notre Dame. 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 strategic and tactical allocation models, manager selections, and access to alternative investments, leveraging the broader Goldman Sachs ecosystem to provide a wide range of tailored financial solutions.

Stephanie Scorziello is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Ayco and Advantage XPO, as well as accounting and consulting experience in New York. Goldman Sachs Wealth Services advises a broad client base, including individual investors, executives, and institutional clients, providing financial planning and portfolio management with access to specialized programs and alternative investments. The firm integrates strategic investment models and proprietary analytics, offering tailored solutions through various fee arrangements and platforms.

Joan Banks is a financial advisor with Goldman Sachs Wealth Services in New York, NY, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Apprentice Inc, Horizon Blue Cross Blue Shield, and Syracuse University. Outside of her advisory work, she sells clothing on online marketplace platforms Poshmark and Depop. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth and wellness programs. The firm utilizes a range of strategic allocation models and managerial selections, supported by proprietary and third-party analytics, and offers access to affiliated banking, asset management, and broker-dealer resources within the broader Goldman Sachs network.

Adam Block is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked at Goldman Sachs in two periods totaling 17 years and spent three years at Broadridge Financial Solutions. He serves as an Investment Committee Member for the University at Albany Alumni Association. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, leveraging centralized investment resources and a range of discretionary and non-discretionary portfolio management options.

Michael Fritz is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has previously been affiliated with Goldman Sachs in various capacities since 2022. Prior to joining Goldman Sachs, he spent four years at Fairfield University and seven years at La Salle Institute. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm utilizes strategic allocation models and third-party analytics, including AI, to tailor investment solutions within the broader Goldman Sachs ecosystem.

Brian Mullally is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services. He has been with Goldman Sachs & Co since 2016. 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 a range of strategic allocation models and proprietary research tools, offering services across multiple platforms and leveraging the broader Goldman Sachs ecosystem.

Thomas Coyle is a financial advisor at Goldman Sachs Wealth Services in New York, NY. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at Raich Ende Malter and Frank Hirth LLC. 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 employs tailored strategic and tactical allocation models and leverages resources across the broader Goldman Sachs network.

Bryce Brotherton 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 2021. Prior to that, he was with The Ayco Company, L.P./Mercer Allied and has additional experience in other roles, including at Centenary College. 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 uses strategic allocation models and manager selections through multiple platforms, integrating capabilities across Goldman Sachs affiliates to deliver tailored wealth management solutions.

Austin Kattenhorn is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in New York, NY. He has two years of industry experience and has previously worked at Brigham Young University, Point32Health, TAB Bank, and Chick-fil-A. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients including individual investors, corporate participants, executives, and institutional clients. The firm uses tailored strategic and tactical allocation models and offers access to Alternative Investments, integrating resources from across the Goldman Sachs ecosystem.

Cheryl Hunter is a Series 66-registered financial advisor with Goldman Sachs Wealth Services in New York, NY, with 17 years of industry experience. She has been with Goldman, Sachs & Co. since 1995, accumulating over three decades at the firm. Goldman Sachs Wealth Services advises a broad client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management alongside specialized offerings such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and multiple implementation approaches, supported by the broader Goldman Sachs ecosystem and a range of operational tools including AI-driven analytics.

John Fredette is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with three years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at High Peaks Asset Management and held roles at Nottingham Trent University, Amplience Ltd., and Manhattan College. 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 wealth solutions through a combination of discretionary and non-discretionary management within a large integrated financial group.