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  2. ICONIQ Capital - Wikipedia

    en.wikipedia.org/wiki/ICONIQ_Capital

    ICONIQ Capital was founded in December 2011 in San Francisco, California by Divesh Makan, Michael Anders and Chad Boeding. [4] [3] [6] The trio previously worked as wealth advisors at Goldman Sachs and Morgan Stanley.

  3. Goldman Sachs Personal Financial Management - Wikipedia

    en.wikipedia.org/wiki/Goldman_Sachs_Personal...

    Goldman Sachs Personal Financial Management (GSPFM) was a former division of Goldman Sachs responsible for wealth management of high-net-worth individuals. [2] It had 74 offices in the United States and managed $25 billion in assets. [1] [3] In November 2023, it was announced that Creative Planning had completed the acquisition of GSPFM. [4]

  4. Heidi Cruz - Wikipedia

    en.wikipedia.org/wiki/Heidi_Cruz

    Heidi Suzanne Cruz (née Nelson; born August 7, 1972) is an American businesswoman.She has been a managing director [2] [n 1] at Goldman Sachs since 2012.. Cruz completed her tertiary education at Claremont McKenna College, the Université libre de Bruxelles, and Harvard Business School.

  5. A Goldman Sachs financial advisor shares 3 strategies for ...

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  6. Fresno’s Bitwise gets largest investment to date – $80 ...

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  7. Goldman Sachs - Wikipedia

    en.wikipedia.org/wiki/Goldman_Sachs

    The Goldman Sachs Group, Inc. (/ s æ k s / SAKS) is an American multinational investment bank and financial services company. Founded in 1869, Goldman Sachs is headquartered in Lower Manhattan in New York City, with regional headquarters in many international financial centers. [1]

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