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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]
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.
Iconiq was founded in December 2011 in San Francisco, California by Divesh Makan, Michael Anders and Chad Boeding. [4] [3] [6] [7]The trio previously worked as wealth advisors at Goldman Sachs and Morgan Stanley.
Goldman is not a newcomer to private credit. It has raised funds from investors to make, buy, or service loans since before the 2000s. It raised its first mezzanine fund in 1996.
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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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