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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]
Leon G. Cooperman (born April 25, 1943) is an American billionaire investor and hedge fund manager.He is the chairman and CEO of Omega Advisors, a New York-based investment advisory firm managing over $3.3 billion in assets under management, the majority consisting of his personal wealth.
Goldman Sachs offers services in investment banking (advisory for mergers and acquisitions and restructuring), securities underwriting, prime brokerage, asset management as well as wealth management and investment management via Goldman Sachs Personal Financial Management.
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 ...
That's not the case, warned Mike Moran, pension strategist in Goldman Sachs’ Asset and Wealth Management business, saying that although a plan will help, there is no silver bullet for the vortex.
A top Goldman Sachs wealth advisor shared key considerations for startup founders. This article is part of " Road to IPO ," a series exploring the public-offering process from prelaunch to postlaunch.
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