FLEXSCORE - Key Persons
Job Titles:
- VICE PRESIDENT, WEALTH ADVISOR
Job Titles:
- Head of Quality, Training and Development for Workplace
- Head of Quality, Training and Development for Workplace and Personal Wealth
Amy is head of Quality, Training and Development for Workplace and Personal Wealth (WPW). In addition to building technical training programs, her team is focused on leveraging these programs across the WPW business. She has served as a sponsor and mentor for various women's coaching initiatives. Amy began her career at Ayco in the Southeast Region as a staff attorney, then as a member of the Tax Policy & Research group. She was named managing director in conjunction with Ayco's full integration with Goldman Sachs in 2021.
Amy earned a BA, in Political Science and Sociology from Union College, and a JD from Albany Law School.
Job Titles:
- Head of the Personal Advisor Team for Personal Financial Management
- Vice President at Goldman Sachs Personal Financial Management
Art Prostick is Vice President at Goldman Sachs Personal Financial Management (PFM) and leads the PFM Solutions team. He provides strategic direction and leadership in understanding the substantive and technical aspects of PFM's product offerings and is responsible for developing solutions designed to meet our clients' financial planning needs.
Previously, Art led Insurance distribution activities within PFM. Prior to that, Art served as the Chief Compliance Officer of Ayco from 2010 to 2020, overseeing the design and implementation of Ayco's policies, procedures and control environment. He joined the firm in 2002, initially working in Ayco's Legal department, providing legal support for its investment advisory business.
Before Ayco, Art worked as an associate at Sidley, Austin, Brown & Wood in New York City, focusing on corporate and tax-exempt securities offerings.
Art earned a BA degree in economics from the State University of New York at Oswego and a Juris Doctor from Albany Law School.
Job Titles:
- HEAD of OFFICE
- VICE PRESIDENT
Job Titles:
- Head of Marketing
- Vice President
- Head of Marketing for Workplace and Personal Wealth
Christine Ngo Isaac is vice president, head of Marketing for Workplace and Personal Wealth within Goldman Sachs Asset & Wealth Management.
Prior to joining Goldman Sachs, Christine held senior consumer and integrated marketing roles at LVMH, and brand marketing roles at PepsiCo.
Christine's achievements in marketing and advertising earned her a spot on the "Forbes 30 Under 30" list. A passionate advocate for diversity, equity and inclusion, she believes different perspectives and experiences are not just the right thing for Corporate America-they're good for business. Christine also actively mentors first-generation Americans looking to advance in marketing.
Christine earned a Bachelor of Arts degree in Communication from the University of California - San Diego.
Job Titles:
- HEAD of OFFICE
- VICE PRESIDENT
- Vice President, Head of Office, Boca Raton
Craig Jaffe, Boca Raton, is responsible for overseeing the strategic vision of the Boca Raton office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. He brings a broad range of experience in all aspects of financial planning including retirement planning and portfolio management.
His mission is to understand his client objectives, providing a personalized experience that goes beyond their finances, helping them achieve a financial plan that puts them first.
Craig began his career at United Capital Financial Advisers and has spent the last 13 years cultivating long-lasting relationships with his clients. In 2019, United Capital became Goldman Sachs Personal Financial Management where Craig is now Vice President and Head of Office.
He is a graduate of West Virginia University with a Bachelor of Science degree in Business Administration with a major in Finance. In February of 2011, Craig obtained his CFP® designation.
Craig resides in South Florida with his wife Emily and son Carter. He enjoys golfing, skiing and traveling with his family.
Job Titles:
- Head of Investment Platform and Portfolio Management for Workplace
- Head of Investment Platform and Portfolio Management for Workplace and Personal Wealth
Dan is head of Investment Platform and Portfolio Management for Workplace and Personal Wealth. His responsibilities include portfolio management solutions for clients, investment platform design, portfolio construction and strategy oversight. Previously, Dan served in the US Portfolio Management Group from 2013 to 2019, providing discretionary multi-asset class solutions on behalf of institutional investors. Prior to that, he served as a Fixed Income portfolio manager and before that, as a Fixed Income Sales trader. Dan joined Goldman Sachs in 2006 as an analyst and was named managing director in 2021.
Prior to joining the firm, Dan worked as a private wealth associate at Sanford Bernstein & Co. and as a portfolio manager at a registered investment advisor. For both of these roles, his responsibilities included trading, advising and managing investment portfolios.
Dan earned a BA in International Relations from Colgate University and an MBA from Fordham University Graduate School of Business.
Job Titles:
- Co - Head of Workplace and Personal Wealth
Dave is head of the Southeast Region and co-head of Workplace and Personal Wealth. He also maintains Investment Banking client relationships in the southeast and in the Technology, Media and Telecommunications (TMT) sector. Previously, Dave served as co-head of Client Coverage for the TMT Group, a member of the Investment Banking Division Commitments Committee and head of the Information, Data & Analytics and Sports sectors. He has worked in the firm's New York, Menlo Park, San Francisco and Los Angeles offices. Dave joined Goldman Sachs in 1994 and was named managing director in 2003 and partner in 2012.
Dave serves as a member of the Executive Committee of the Metro Atlanta Chamber, the Board of Engage Ventures, the Woodruff Arts Center Board of Trustees and the Board of New York City Outward Bound. He has also served as a member of the Taskforce to Restore Georgia's Economy, a member of the Cornell University Council and an adjunct professor at Cornell.
Dave earned a BA in Economics from Cornell University, where he played varsity football and baseball, and an MBA from the Wharton School of the University of Pennsylvania.
Job Titles:
- Head of Personal Financial Management
David is head of Personal Financial Management (PFM). He also serves as a senior advisor to the Institutional Client Solutions business and is a member of the Asset & Wealth Management Inclusion and Diversity Council.
Previously, David served as head of PFM Advisors, and prior to that served as region head for Private Wealth Management in the Southwest and head of the Houston and Dallas offices. He joined Goldman Sachs in 1999 as an investment professional in Philadelphia, where he worked on a four-person team that managed assets for individuals, foundations and institutions. In 2006, David became region head in the Southeast and head of the Atlanta office. He was named managing director in 2007 and partner in 2016.
Job Titles:
- VICE PRESIDENT, WEALTH ADVISOR
Job Titles:
- VICE PRESIDENT, CO - HEAD of OFFICE
Job Titles:
- VICE PRESIDENT, WEALTH MANAGER
Job Titles:
- VICE PRESIDENT, WEALTH MANAGER
- Vice President, Wealth Manager, Atlanta
Jared Schmidt, Atlanta, assists his clients with wealth management at the Atlanta office of Goldman Sachs Personal Financial Management (within the Asset & Wealth Management business of Goldman Sachs). He helps clients identify their unique goals, life plans, and what matters to them most. From there, Jared works alongside his clients to create a road map that is collaborative, comprehensive, and designed to give them the time and confidence to live the lives they want.
Jared has spent his entire career with Goldman Sachs, joining in 2005 with Goldman Sachs Asset Management's (GSAM) Operations division in New York where he focused on derivative trade management. From 2008 to 2017, Jared was a trader for GSAM's hedge fund platform where he traded corporate bonds, loans, and derivatives for both public and private funds. Moving back to Atlanta in 2017, Jared became an advisor for Goldman's Ultra-High Net Worth clients in the Private Wealth Management (PWM) division and now serves as an advisor for Personal Financial Management (PFM).
Jared earned a BBA in Economics and a minor in Political Science from the University of Georgia. He serves on the Shepherd Center's "Summer in the City" board and previously served on UGA's Young Alumni Board for the Terry College.
Jared and his wife Morgan have a daughter. They enjoy traveling, spending time together, and pursuing their faith. Jared also loves to play golf, fly airplanes, and listen to live music.
Job Titles:
- Head of Commercialization & Growth Strategy for Personal Financial Management
Jason is responsible for the management and strategic development of Goldman Sachs Personal Financial Management (PFM) core business offerings, as well as the overall positioning of PFM. He is focused on delivering next-generation wealth management, practice management, and business optimization services on top of centralized, high-powered infrastructure. Jason's team is also responsible for working with local offices to ensure that they optimize their potential investment advisory practices, as well as working on regional office and enterprise-level business development activities.
Job Titles:
- Head of Personal Financial Management, West Region
Joe Duran was 34 years old when he and his partners sold their company to General Electric-an unimaginable outcome considering his childhood.
Job Titles:
- VICE PRESIDENT, SENIOR WEALTH ADVISOR
Job Titles:
- VICE PRESIDENT, CO - HEAD of OFFICE
Job Titles:
- HEAD of OFFICE
- VICE PRESIDENT
- Vice President, Head of Office, Boca Raton
Kathleen Grace, Boca Raton, CERTIFIED FINANCIAL PLANNER TM (CFP®) professional, Certified Investment Management Analyst (CIMA®), is a Managing Director of United Capital Financial Advisers. Ms. Grace advises affluent families, Fortune 500 executives, entrepreneurs, and institutions throughout the country on all facets of financial and estate planning, helping them chart a financial course for lifetime wealth creation.
With over twenty-five years of extensive experience, Ms. Grace began her career working with Commodity Futures at the Chicago Board of Trade. Ms. Grace has also held executive positions with RSM McGladrey, Inc., Capital Planning Group, Merrill Lynch Private Client Group, and Citigroup.
Ms. Grace earned a bachelor's degree in Business Administration in Finance from the University of Miami and completed her CFP® curriculum at Nova Southeastern University School of Business. She has been a guest lecturer on a variety of financial topics to groups and universities including the Wayne Huizenga Graduate School of Business and Entrepreneurship. In addition, Ms. Grace was awarded the CIMA® designation presented by the Investments & Wealth Institute® with education and curriculum through the Wharton School of Business. The CIMA® designation is a professional designation exclusively for investment management consultants and is the only financial services credential accredited by the American National Standards Institute. Ms. Grace served as a subject matter expert for the CIMA® certification exam.
Ms. Grace was honored in the class of 2016 as Influential Business Woman of the Year by the South Florida Business Journal. She is a frequent contributor to print, radio, and television media. Ms. Grace currently serves as Executive Board Member of Women In Distress, as former Florida Atlantic University Foundation Board Member and Chair of the Investment Committee, as former Advisory Board Member for the Broward Bank of Commerce, and actively supports other charitable organizations. Ms. Grace is also the author of International best-seller, Prince Not So Charming®, a financial planning novel.
Job Titles:
- Global Head of Engineering for Workplace
- Global Head of Engineering for Workplace and Personal Wealth
Ken is global head of Engineering for Workplace and Personal Wealth. Previously, he was global head of Marcus Invest Engineering. Prior to that, Ken was a tech fellow in Equities Technology, responsible for areas including order management, client connectivity and exchange connectivity. Ken joined Goldman Sachs in 2001 as an analyst and rejoined the firm as managing director in 2016.
Ken earned a BS in Computer Science from Syracuse University.
Job Titles:
- Head of Insurance for Workplace
- Head of Insurance for Workplace and Personal Wealth
Larik is head of Insurance for Workplace and Personal Wealth, which provides innovative planning and wealth protection solutions to the firm's clients and the advisors who serve them. He joined Goldman Sachs in 2021 as a managing director.
Prior to joining the firm, Larik worked at AIG for 12 years. Most recently, he was chief operating officer of AIG Financial Distributors in the Life & Retirement business. Before that, Larik spent 11 years in Japan with AIG in a variety of roles, including deputy president and representative director for AIG Japan, K.K. He previously served as chairman of AIG Sonpo, AIG's largest operating company in Japan and was a member of the Board of Directors of JI, AIG's joint venture with JTB. Prior to joining AIG, Larik worked at MassMutual as vice president of agency distribution, responsible for leading and managing the Career Agency system. Earlier in his career, he served as advanced marketing counsel and field development officer for Securian/Minnesota Life from 1995 to 2002. Larik began his career with Federated Insurance as an advanced marketing attorney.
Job Titles:
- Co - Head of Workplace
- Co - Head of Workplace and Personal Wealth
Larry is co-head of Workplace and Personal Wealth, which consists of Ayco, a national leader in company-sponsored financial counseling programs for employees, from entry-level to C-suite, and Personal Financial Management, a registered investment advisor.
Previously, Larry was president and chief executive officer of Ayco. Before that, he was chief operating officer for the Goldman Sachs Asset Management US Third Party Distribution (TPD) business. Prior to joining TPD, Larry was co-head of the Alternative Capital Markets Group within the Consumer and Investment Management Division. He joined Goldman Sachs in 2000 and was named managing director in 2006 and partner in 2016.
Prior to joining the firm, Larry worked as an attorney at Finn Dixon & Herling LLP, a corporate boutique law firm based in Stamford, Connecticut, and Simpson Thacher & Bartlett.
Larry earned an AB, cum laude, from Harvard University and a JD from Fordham University School of Law, where he was an editor on the Fordham Law Review.
Job Titles:
- Head of Portfolio Strategy and Investments for Workplace and Personal Wealth
- Senior Member of the Investment Strategy Group and Head of Portfolio Strategy and Investments for Workplace
Mariam is a senior member of the Investment Strategy Group and head of Portfolio Strategy and Investments for Workplace and Personal Wealth (WPW). In this role, she oversees the WPW Investments client and advisory facing teams and is responsible for delivering the firm's thinking on asset allocation, financial markets, and portfolio construction to clients. Mariam also serves as vice president and chief investment officer of the Goldman Sachs Philanthropy Fund and the Ayco Charitable Foundation. She joined Goldman Sachs in 2004 and was named managing director in 2010.
Prior to joining the firm, Mariam was a national account manager in the Strategic Relations Group at Lord Abbett Asset Management. Earlier, she spent 11 years in numerous sales and management positions within Merrill Lynch Wealth Management in New York and Merrill Lynch International in London.
Mariam earned a bachelor's degree in social sciences and administration from the University of London.
Job Titles:
- VICE PRESIDENT, CO - HEAD of OFFICE
- Vice President, Co - Head of Office, Atlanta
Mark Stancil, Atlanta, assists clients with personal finance and strategic planning at the Atlanta office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs.
Prior to joining Goldman Sachs Personal Financial Management, Mark managed investment strategy and portfolio management at Peachtree Investment Advisors. Before joining Peachtree Investment Advisors, Mark founded and managed Piedmont Asset Management, LLC, an Atlanta based investment advisory firm. Prior to that, he served as Group Vice President and a member of the Investment Policy Committee for the Personal Investment Counseling division of SunTrust Banks, Inc.
He earned his Bachelor's degree in Business Administration with a concentration in Finance at the University of North Carolina at Chapel Hill and holds the Chartered Financial Analyst® (CFA®) designation.
Mark and his wife, Cindy, reside in Marietta with their two daughters.
Job Titles:
- VICE PRESIDENT, WEALTH MANAGER
Job Titles:
- Member of the Financial Planning Association
- VICE PRESIDENT, WEALTH MANAGER
- Vice President, Wealth Manager, Atlanta
Melissa Hallmark, Atlanta, focuses on taking a holistic approach when helping clients manage their wealth for the Atlanta office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. Melissa believes that providing clarity to clients gives them the confidence needed to make sound financial decisions.
Before realizing her desire to become a financial planner, Melissa worked in international logistics, serving as President and Vice President of the Atlanta Maritime Association. In 2006, Melissa joined what is now Goldman Sachs Personal Financial Management.
Melissa graduated from the University of Georgia's Terry College of Business with a Bachelor of Business Administration in Finance and received her MBA in Personal Financial Planning from Georgia State University. She is also a CERTIFIED FINANCIAL PLANNER ™ (CFP®) professional.
Melissa is a member of the Financial Planning Association and the Atlanta Track Club. She also serves as a volunteer judge for DECA events. When she isn't working, Melissa enjoys running, hiking, event planning, spending time with her friends and family, reading, scuba diving and solving crossword puzzles.
Job Titles:
- VICE PRESIDENT, CO - HEAD of OFFICE
- Vice President, Co - Head of Office, Atlanta
Michael "Mike" Wolf, Atlanta, provides valuable insight on financial and estate planning, as well as extensive knowledge in matters relating to privately-owned businesses to his clients at the Atlanta office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. In addition to working with clients, he manages the day-to-day operations of the office.
Mike is one of the founding partners of Peachtree Investment Advisors, where he served for a number of years. Prior to his current role, he was the Chief Operating Officer and Chief Financial Officer of an Atlanta-based investment advisory firm where he served on the Senior Management and Investment Policy Committees and chaired the Operations Committee.
Mike received his Bachelor's degree in Finance from Clemson University while earning Dean's List and President's List honors.
He and his wife, Chris, have two daughters and reside in Dunwoody.
Job Titles:
- Head of Wellness & Financial Planning for Workplace
- Head of Wellness & Financial Planning for Workplace and Personal Wealth
Nancy serves as head of Wellness & Financial Planning for Workplace and Personal Wealth. Previously, she was co-head of Digital Advice for Consumer Wealth Management. Prior to that, Nancy served as senior vice president of Enterprise Relationship Management from 2017 to 2019, and built and led the team responsible for managing and enhancing corporate client relationships across all areas of Ayco. Before that, she served as senior vice president and co-head of Digital Business Strategy for Ayco from 2016 to 2017. Earlier in her career, Nancy oversaw Ayco's Development and Training program for five years, leading the formation of a multi-year financial planning curriculum that includes technical, practical, management and leadership training.
Nancy joined Ayco in 1999 and has spent the majority of her career in the Family Office. She worked as a senior account manager, advising ultra high net worth clients and their families. In addition, Nancy worked with Ayco's existing clients and advisors to expand and enhance business opportunities for the firm as part of the Corporate Development Group. She was named managing director in conjunction with Ayco's full integration with Goldman Sachs in 2021.
Job Titles:
- Chief Operating Officer for Workplace and Personal Wealth
Nicole is chief operating officer for Workplace and Personal Wealth (WPW) within Asset & Wealth Management (AWM). She serves as a member of the AWM Inclusion and Diversity Council.
Prior to joining WPW, Nicole held several leadership roles across Private Wealth Management Operations, including global head of Private Bank Operations, Fraud Strategy, and Trade and Transaction Management. She was previously head of Wealth Management Operations in Dallas, where she helped establish and lead the growth of Wealth Management Operations teams in the region. Nicole joined Goldman Sachs as an analyst in Salt Lake City in 2005 and relocated to Dallas in 2019. She was named managing director in 2019.
Nicole earned a BA in Business Administration from the University of Washington in 2002.
Job Titles:
- Global Head of Wealth Marketing
- Global Head of Wealth Marketing for Asset & Wealth Management
Olivia is global head of Wealth Marketing within Consumer and Wealth Management (CWM), and a member of the CWM Women's Council. She oversees marketing, content, events and client engagement activity for Wealth Management. Olivia joined Goldman Sachs as a managing director in 2021.
Prior to joining the firm, Olivia was chief client officer at Omnicom global media planning and buying agency PHD, where she was responsible for the growth of the agency's technology clients. She also led the Google business globally, focusing on Google marketing's effectiveness and efficiency across all business units and initiatives. Prior to that, Olivia spent nearly 20 years at creative advertising agencies and has extensive experience across brands, industries, audiences and geographies.
Olivia serves on the Executive Board of Directors at the Advertising Club of New York.
Olivia earned a BA in Political Science from the University of California, Berkeley.
Job Titles:
- VICE PRESIDENT, WEALTH MANAGER
Job Titles:
- VICE PRESIDENT, WEALTH MANAGER
Job Titles:
- Head of Personal Financial Management, East Region
Job Titles:
- Board Member of the Double H Camp
- Head of Talent Strategy for Workplace
- Head of Talent Strategy for Workplace and Personal Wealth
Sheri is head of Talent Strategy for Workplace and Personal Wealth. She is a member of the Consumer and Wealth Management Inclusion and Diversity Council. Previously, Sheri served as chief administrative officer for the group. She joined Ayco in 1994 and was named managing director in conjunction with Ayco's full integration with Goldman Sachs in 2021.
Previously, Sheri led the Human Capital Management team for Ayco.
Sheri is a board member of the Double H Camp, which serves children with serious medical conditions. She also serves on the Board of Regents at Le Moyne College.
Sheri earned an MBA at the University at Albany and earned a BS in Finance and Information Systems from Le Moyne College.
Job Titles:
- VICE PRESIDENT
- Vice President, Boca Raton
Tabitha LeTourneau Meyerer, Boca Raton, primarily focuses on providing personal financial analysis and strategic multigenerational financial planning for clients at the Boca Raton office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. She is responsible for the overall office operations, including client service coordination, implementation of investment strategy, financial planning, concierge services and compliance monitoring.
With over 19 years of experience, Tabitha has extensive knowledge of relationship management for clients with significant wealth. Prior to co-founding Excelsior Capital Advisors, LLC, she held executive service positions for RSM McGladrey, Inc. and SunTrust Bank.
Tabitha earned her Bachelor of Business Administration degree in Finance and Management from the University of Florida in 1999. She is also a CERTIFIED FINANCIAL PLANNER™ (CFP®).
Tabitha served as Treasurer on the Unicorn Children's Foundation Board for many years and remains an active advocate. She has also chaired several main fundraising events for the Unicorn Children's Foundation and the Boca Raton Historical Society.
Job Titles:
- HEAD of OFFICE
- VICE PRESIDENT
- Vice President, Head of Office, Boca Raton
Tatiana Stratigaki, Boca Raton, focuses on providing clients with investment solutions and financial planning at the Boca Raton office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. Tatiana has an extensive background in helping clients prepare and transition into retirement as well as helping navigate matters involving cash flow management and estate planning to help clients make financial decisions with confidence and control.
Previously, Tatiana worked for Spectrum Assets, Inc., a comprehensive financial planning and investment advisory firm, which eventually became Goldman Sachs Personal Financial Management. She started as a Practice Manager. Over time, Tatiana's responsibilities grew to Senior Wealth Adviser then Head of Office in 2019.
Graduating Summa Cum Laude from Marymount University in Arlington, Virginia, Tatiana earned a Bachelor of Science in Finance and International Business. She is also a CERTIFIED FINANCIAL PLANNER™ (CFP®).
Tatiana enjoys spending time outside of the office with her husband and two young children.
Job Titles:
- PFS, CFP® VICE PRESIDENT, SENIOR WEALTH MANAGER
Job Titles:
- VICE PRESIDENT, CO - HEAD of OFFICE
- Vice President, Co - Head of Office, Atlanta
Wesley "Wes" French, Atlanta, assists clients with wealth management and has extensive experience in many areas including investment strategy, retirement planning, banking and insurance advice at the Atlanta office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs.