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Leadership

Our leadership is committed to continually evolving our business to better serve our clients.

DAVE DASE
Co-Head of Workplace and Personal Wealth
LARRY RESTIERI
Co-Head of Workplace and Personal Wealth
MEREDITH ADAMS
Head of Operations for Workplace and Personal Wealth
KEN BEINERT
Global head of Engineering for Workplace and Personal Wealth
CHAD A. BELLOWS
Head of Executive Financial Management, Great Lakes
Laura Carroll
Head of Ayco Family Office
Paul Clickman
Head of Strategic Sales for Workplace and Personal Wealth
Dan Cohen
Head of Investment Platform and Portfolio Management for Workplace and Personal Wealth
JIM DAVIS
Co-Head of Workplace Advisory Group's Institutional Sales
JERRY M. DELSORDO
Region Head of the Goldman Sachs Partners Family Office
NANCY R. DERUSSO
Head of Wellness & Financial Planning for Workplace and Personal Wealth
OLIVIA DOUGLAS
Global Head of Wealth Marketing for Asset & Wealth Management
Amy B. Fanshawe
Head of Quality, Training and Development for Workplace and Personal Wealth
ROBERT F. FRITZ
Co-Head of Executive Financial Management
LARIK HALL
Head of Insurance for Workplace and Personal Wealth
CHRIS HEMSTEAD
Deputy Head of Workplace Solutions
JEFFREY HOLE
Head of Client Experience and Business Scalability for Workplace and Personal Wealth
Christine Ngo Isaac
Head of Marketing for Workplace and Personal Wealth
MARIAM KAMSHAD
Head of Portfolio Strategy and Investments for Workplace and Personal Wealth
ANDREW KING
Co-Head of Tax Policy and Research for Goldman Sachs Ayco
ASHLEY KING
Head of Executive Financial Management, Northeast
KYLE KINOWSKI
Co-Head of Executive Financial Management
SHERI L. LYONS
Head of Talent Strategy for Workplace and Personal Wealth
SHANE P. MCMAHON
Head of Executive Financial Management, Southeast
Dheepu Nambiar
Head of Executive Financial Management, West Coast
LISA OPOKU
Global Head of Goldman Sachs Partners Family Office
ANGELA J. PLATT
Head of Executive Financial Management, Mideast
NICOLE POULSON
Chief Operating Officer for Workplace and Personal Wealth
RANDY D. ROE
Head of Executive Financial Management, Southwest
SCOTT M. SOLOMON
Head of Executive Financial Management, Midwest
Brian Teague
Head of Executive Financial Management, Mid- Atlantic
Lauren Uranker
Head of Corporate Relationship Management for Workplace and Personal Wealth
GREG WILSON
Head of Workplace Solutions
PETER WIRTH
Co-Head of Workplace Advisory Group's Institutional Sales