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Ashley C

Series 66

New York, NY

Goldman Sachs Wealth Services

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.

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

Series 66, Series 63

New York, NY

Goldman Sachs Wealth Services

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 previously at Lantern Entertainment, Lantern Asset Management, Pico and Hudson LLC, and BTIG LLC. Outside of his advisory role, he is involved in managing a media and entertainment company as well as several non-investment real estate and restaurant holding companies. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate and employer-sponsored participants, executives, and institutional clients. The firm offers financial planning and portfolio management services supported by strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, with access to a broad range of affiliated financial services and specialized programs.

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

Series 66

New York, NY

Goldman Sachs Wealth Services

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.

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

Series 63, Series 66

New York, NY

Goldman Sachs Wealth Services

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.

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

Series 66

New York, NY

Goldman Sachs Wealth Services

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.

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

Series 66

New York, NY

Goldman Sachs Wealth Services

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.

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

Series 66

New York, NY

Goldman Sachs Wealth Services

Lucas Jean Marie is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Lifepoint Health and Goldman Sachs in earlier roles. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management along with specialized services such as Private Family Office, Executive Wealth programs, and access to Alternative Investments, integrating capabilities across the broader Goldman Sachs ecosystem.

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

Series 66

New York, NY

Goldman Sachs Wealth Services

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.

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

Series 66

New York, NY

Goldman Sachs Wealth Services

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.

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

CFP®, Series 65, Series 66

New York, NY

Goldman Sachs Wealth Services

William Antone is a CFP®-certified financial advisor with 12 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent seven years at The Ayco Company LP. Antone also maintains a long-term affiliation with The MDE Group, Inc. Goldman Sachs Wealth Services offers 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 a combination of discretionary and non-discretionary managers to implement tailored strategies across various client segments.

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

CFP®, Series 66

New York, NY

Goldman Sachs Wealth Services

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.

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

Series 66

New York, NY

Goldman Sachs Wealth Services

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.

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

Series 66

New York, NY

Goldman Sachs Wealth Services

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.

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

Series 63, Series 66

New York, NY

Goldman Sachs Wealth Services

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.

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

Series 66

New York, NY

Goldman Sachs Wealth Services

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.

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

Series 63, Series 65

New York, NY

Goldman Sachs Wealth Services

Michael Moorby is a financial advisor at Goldman Sachs Wealth Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 25-year tenure at The Ayco Company, L.P./Mercer Allied. Outside of finance, he owns Rebel Forces LLC, an apparel company based in New York. 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 a range of tailored services such as Executive Wealth and Private Family Office support, and operates within a large integrated financial group with access to banking and specialized advisory capabilities.

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

Series 63, Series 66

New York, NY

Goldman Sachs Wealth Services

Michelle Nguyen is a financial advisor at Goldman Sachs Wealth Services with Series 63 and Series 66 designations and five years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously spent a year at Ernst & Young. 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 services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models, manager selection, and a range of implementation platforms within the broader Goldman Sachs ecosystem.

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

Series 65, Series 63

New York, NY

Goldman Sachs Wealth Services

Oluwatunmise Jinadu is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds Series 65 and Series 63 licenses and has prior experience at The Ayco Company, L.P./Mercer Allied, Nesco Resources, Uber, and the New York State Department of Health. Outside of her advisory role, she serves with the Finance Office of the United States Army, managing pay systems, budgeting, and forecasting. 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 allocation models and a range of implementation options, supported by proprietary analytics and integration with Goldman Sachs affiliates.

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

Series 66

New York, NY

Goldman Sachs Wealth Services

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.

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

Series 66

New York, NY

Goldman Sachs Wealth Services

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.

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