Saratoga Springs, NY Broadway Office

Jonathan Loeck is a Chartered Financial Analyst (CFA®) with 19 years of industry experience. He has been with Goldman Sachs Wealth Services since 2021 and previously worked for 15 years at The AYCO Company, L.P./Mercer Allied. He holds a Series 66 license and is based in Saratoga Springs, NY. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a broad range of clients, including high-net-worth households and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Charles Judge II is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and 27 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018 and has longstanding experience with The Ayco Company, L.P. dating back to 1997. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management through tailored strategies, leveraging proprietary research, alternative investments, and integrated capabilities across the Goldman Sachs network.

Andrew Armstrong is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 12 years of industry experience. He previously worked at The AYCO Company, L.P./Mercer Allied for eight years before joining Goldman Sachs in 2021. 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 model portfolios, offering tailored services such as Executive Wealth, Personal Wealth, and Private Family Office support.

Megan Bishop is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 credential and has worked at Goldman Sachs and The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a broad range of clients, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrated financial group affiliates to deliver tailored wealth management solutions.

Jenna Potter is a Series 66-credentialed financial advisor with six years of industry experience, currently with Goldman Sachs Wealth Services since 2018. Her prior experience includes roles at The Ayco Company, L.P. and Mercer Allied. Outside of her advisory work, she serves as a Direct Support Representative at Independent Support Services, assisting a disabled individual on a part-time basis. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

Courtney Krisanda is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked at Ayco/Goldman Sachs & Co. LLC since 2019 and previously spent 12 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging centralized investment resources and a mix of discretionary and non-discretionary managers within a large integrated financial group.

Michael Zielenski is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 10 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored services such as Executive Wealth and Private Family Office support through a combination of discretionary and non-discretionary management.

Kurt Heiss is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 12 years of industry experience. He worked at The AYCO Company, L.P./Mercer Allied for seven years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers comprehensive financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing a range of strategic allocation models, tax-aware techniques, and proprietary analytics.

Daniel Mccormack is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years at The Ayco Company, L.P./Mercer Allied. He is based in Saratoga Springs, NY. 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 uses centralized investment resources and model portfolios, delivering tailored services through a combination of discretionary and non-discretionary managers within a large integrated financial group.

Thomas Murphy is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services since 2021. Prior to joining Goldman Sachs, he worked for 18 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 individual, high-net-worth, corporate, charitable, and institutional clients. The firm employs centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of affiliated financial capabilities.

Timothy Latchford is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 11 years of industry experience. Prior to joining Goldman Sachs in 2019, he worked for The AYCO Company, L.P./Mercer Allied for seven years. Outside of his advisory role, he assists part-time with managing operations at The Barn at Lord Howe Valley, an event venue in Ticonderoga, NY. 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 offers a range of services such as Private Family Office programs, Specialized Executive Wealth services, and access to Alternative Investments, leveraging integrated resources across the broader Goldman Sachs organization.

Luke Boughton is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 12-year tenure at The Ayco Company, L.P./Mercer Allied. Outside of his advisory role, he owns and manages an ATM business based in Saratoga Springs, NY. 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 tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Heather Hudson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 14 years of industry experience. She has worked with Ayco/Goldman Sachs & Co. LLC since 2011, including a decade at The AYCO Company, L.P./Mercer Allied prior to its integration with Goldman Sachs. Goldman Sachs Wealth Services offers 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 model portfolios, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Christopher Sutton is a Series 66-licensed financial advisor with nine years of industry experience, currently working at Goldman Sachs Wealth Services since 2021. His prior roles include positions at The Ayco Company, Northwestern Mutual, Lyft, and Uber. 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 and proprietary analytics, integrating resources across the Goldman Sachs ecosystem to provide tailored investment solutions.

Erik Rayno is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and eight years of industry experience. He has worked at Goldman Sachs since 2017, including five years with Goldman Sachs & Co. LLC, and previously at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services serves a broad client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates resources from across the Goldman Sachs ecosystem to tailor strategies and deliver comprehensive advisory solutions.