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Goldman Sachs Names New Head of Personal Financial Management Advisors


May 11, 2022
david fox goldman

Goldman Sachs Personal Financial Management Group has actually called David Fox, most just recently local head of the Southwest for Goldman Sachs Private Wealth Management, as head of PFM Advisors, a freshly produced function, according to a memo shared by Stephanie Cohen and Tucker York, Global Co-Heads of Customer and Wealth Management at Goldman Sachs.

Fox will report to Larry Restieri and Joe Duran, co-heads of the company’s Personal Financial Management Group.

Early in 2015, Goldman brought Ayco, which supplies corporate-sponsored work environment monetary preparation, and Personal Financial Management, its rebranded United Capital organization, under one business umbrella called the Goldman Sachs Personal Financial Management Group.

Fox will manage PFM’s area heads and assist them grow business. He’s likewise been charged with enhancing the consultant experience, deepen customer engagement and hire more consultants.

” His areas have actually seen outsized development throughout his period and, for the previous years, he has actually led the nationwide training and advancement of PWM’s brand-new consultants presenting ingenious shows that has actually enhanced onboarding and performance,” the memo stated. “Throughout his profession, David has actually been a supporter for consultants and we are positive he will be a champ for the PFM consultant population to assist construct on all of their success.”

Fox began in the market in 1999 as a consultant with Goldman in Philadelphia, handling possessions for people, structures and organizations. He ended up being area head in the Southeast and head of the Atlanta workplace in 2006. He was called a partner in 2016. Prior to signing up with the company, he was an expert swimmer, and won a gold medal as a member of the 1996 Olympic Group in Atlanta.

Recently, Jene Hoosier, the previous chief running officer for FinLife Partners at Goldman Sachs Personal Financial Management, a digital monetary preparation platform for consultants that belonged to the United Capital acquisition, signed up with Sanctuary Wealth as head of platform method.

In March, Rachel Schnoll, previous head of FinLife Partners, left Goldman Sachs to be CEO of the Jewish Communal Fund, among the biggest donor-advised funds in the nation.

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