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®-certified financial advisor with Goldman Sachs Wealth Services in New York, NY, bringing 29 years of industry experience. He has been with Goldman Sachs & Co. since 2016. 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, manager selections, and a range of platforms and fee arrangements integrated within 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 financial advisor with Goldman Sachs Wealth Services in New York, NY, holding a Series 66 designation and 16 years of industry experience. She has been with Goldman, Sachs & Co. since 1995. 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 solutions such as Executive Wealth and Private Family Office support, leveraging its integration within a large financial group.

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.