New York, NY West Street Office

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 65 and Series 66 licenses and has been with Goldman Sachs & Co. since 2012. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm offers financial planning and portfolio management supported by proprietary strategic allocation models and a range of specialized programs, leveraging extensive affiliated resources 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.

Simmi Yeung is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and 16 years of industry experience. Her career includes roles at Goldman Sachs & Co. LLC, Skadden, Arps, Slate, Meagher & Flom, and The Ayco Company LP. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering services such as financial planning, portfolio management, and specialized executive wealth programs. The firm integrates insights from multiple affiliated entities to deliver tailored investment strategies supported by proprietary analytics and a variety of fee and platform options.

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.

Vanessa Kabongo is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked previously at EisnerAmper, PriceWaterhouseCoopers, Ernst & Young, and Deloitte. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutions, offering tailored financial planning and portfolio management with access to specialized programs and alternative investments. The firm utilizes strategic allocation models and proprietary analytics, integrating resources across the Goldman Sachs ecosystem to provide comprehensive advisory solutions.

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 at Goldman Sachs Wealth Services with 16 years of industry experience. He holds the Series 66 and Series 65 designations and has worked at Goldman Sachs & Co. LLC since 2012, with a brief tenure at The Ayco Company, L.P./Mercer Allied. Based in New York, NY, he has spent the majority of his career within the Goldman Sachs organization. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm utilizes strategic allocation models and a range of implementation platforms, leveraging integrated capabilities across the Goldman Sachs ecosystem.

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 industry 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, executives, plan sponsors, and institutional clients. The firm offers tailored investment strategies and specialized programs, leveraging both proprietary analytics and the broader Goldman Sachs network.

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.