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  2. 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]

  3. 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.

  4. 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]

  5. Goldman considers wealth unit sale as it scales back ...

    www.aol.com/finance/goldman-considers-wealth...

    Goldman Sachs may sell one of its wealth-management businesses as the Wall Street giant looks to steer through a rocky period and scale back its ambitions to serve more mass-market customers.The ...

  6. Exclusive: The secretive Goldman Sachs pipeline that helps ...

    www.aol.com/finance/exclusive-secretive-goldman...

    How some of America's most successful founders turn to bespoke loans to turn their private shares into lavish lifestyles

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

    www.aol.com/goldman-sachs-financial-advisor...

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