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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."
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]
ICONIQ Capital, LLC (Iconiq) is an American investment management firm headquartered in San Francisco, California. [3] [4] It functions as a hybrid family office providing specialized financial advisory, private equity, venture capital, real estate, and philanthropic services to its clientele. [5]
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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.
Before cofounding Sixth Street nearly 15 years ago, Waxman spent a decade at Goldman Sachs, where he ran and became CIO of the Americas special situations group, or AmSSG. In 2006, at the age of ...
Marcus Invest is an algorithm-driven investment advisory business that was launched in 2021 as Goldman sought to market more affordable services to the mass affluent.
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