Chicago, IL Office

Team
Updated today

Client AUM

$24,817,428,426

Clients

115,350

Advisors

9

Of 1,141 advisors across 58 offices

Location

71 South Wacker Drive, Suite 120

Chicago IL 60606

Advisors at this office

9

Advisors at this office

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Hannah S

Series 66

Chicago, IL

Goldman Sachs Wealth Services

Hannah Stamps 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. Prior to that, she was employed at Tulane University and Target. 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 supported by strategic allocation models and manager selections, integrating a range of fee arrangements, platforms, and proprietary research tools.

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

Series 66

Chicago, IL

Goldman Sachs Wealth Services

Daniel Schramm is a financial advisor at Goldman Sachs Wealth Services in Chicago, IL with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including JPMorgan Chase and Gruber Law Offices. 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 tailors strategies using models from its Private Wealth Investment Strategy Group and selections by the External Investment Group, offering a range of fee arrangements and access to affiliated Goldman Sachs capabilities.

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

Series 66

Chicago, IL

Goldman Sachs Wealth Services

Eric Daliege is a financial advisor with Goldman Sachs Wealth Services in Chicago, IL, holding a Series 66 designation and 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent seven 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, and institutional clients. The firm leverages centralized investment resources and model portfolios while offering tailored services such as Executive Wealth and Private Family Office support.

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

Series 65, Series 63

Chicago, IL

Goldman Sachs Wealth Services

Daniel Kempf is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Goldman Sachs & Co. LLC since 2019. Prior to his current role, he was employed at Oracle Corp and has served in academic roles at Indiana University. Kempf serves on the Board of Directors of the Boy Scouts of America Northeast Illinois Council and mentors MBA students at Indiana University. Goldman Sachs Wealth Services advises a diverse client base, including individuals, executives, plan sponsors, and institutions, providing financial planning and portfolio management alongside specialized offerings such as Private Family Office services and Alternative Investments. The firm integrates proprietary research, strategic allocation models, and a broad range of affiliated capabilities to tailor its services to client objectives.

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

Series 63, Series 65

Chicago, IL

Goldman Sachs Wealth Services

Sean Mcnamara is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019, following roles at The Ayco Company, L.P., Jimmy Johns, and Friendly Auto Group. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management services supported by proprietary analytics and integrates 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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Ally B

Series 66

Chicago, IL

Goldman Sachs Wealth Services

Ally Becker is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs since 2021 and held positions at AxisU, DoorDash, Mallinckrodt Pharmaceuticals, and other organizations prior to joining the firm. 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 employs centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions 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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Dhruv P

Series 66

Chicago, IL

Goldman Sachs Wealth Services

Dhruv Patel is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds the Series 66 designation and has been with Goldman Sachs since 2023. Prior to his advisory role, he studied at the University of Illinois Urbana-Champaign and gained experience outside finance in the automotive service sector. Goldman Sachs Wealth Services serves a wide range of clients, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management tailored to client objectives, leveraging strategic allocation models, manager selections, and both discretionary and non-discretionary implementations 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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Ryan T

Series 65, Series 63

Chicago, IL

Goldman Sachs Wealth Services

Ryan Taylor is a financial advisor with Goldman Sachs Wealth Services in Chicago, IL, holding Series 65 and Series 63 licenses and having five years of industry experience. He has been with Goldman Sachs since 2019 and previously worked at AIT Worldwide Logistics. Taylor also makes guest appearances as an alumnus of the Green Bay Packers. 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 using tailored strategies supported by specialized teams and proprietary analytics, providing access to a wide range of services and affiliated Goldman Sachs capabilities.

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

Series 66

Chicago, IL

Goldman Sachs Wealth Services

Matthew Burel is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 16 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years at The Ayco Company, L.P./Mercer Allied. 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 model portfolios, delivering services through both affiliated and unaffiliated managers, and integrates offerings across multiple affiliates such as banking and retirement consulting.

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