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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]
In 2005, she began working for Goldman Sachs as a private wealth manager. [ 34 ] From 2005 to 2011, she was an active member of the Council on Foreign Relations and was a member of the Independent Task Force on North America that in 2005, published a report entitled "Building a North American Community."
Jared John Birchall was born in 1974 in Modesto, California. [1] As one of 11 children, his family toured California as part of a musical group called "The Birchall Family Singers". [2] He earned an Eagle Scout rank in his youth. [1] He entered the Brigham Young University in Provo, Utah in 1992 and graduated in 1999 with a Bachelor of Arts degree.
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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