Heather AnkstitusVice President, Boston - Kates
Heather Ankstitus, Boston - Kates, is responsible for all aspects of client servicing and assists with client relationships and meetings for the Holyoke office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. She focuses on maintaining and updating client files, preparing internal reports, portfolio reconciliation, integrating new technologies and improving efficiencies throughout the office.
Heather joined what is now Goldman Sachs Personal Financial Management in 2012. She began her administrative investment career with Viscito Financial Services and served as a para-professional and tax preparer.
Heather graduated from Westfield State College in 2002 with a degree in Business Management.
Heather lives with her husband, Mark, and son, Anthony. When she’s not at the office, you can typically find her at a hockey rink or baseball field, enjoying one of her son’s games.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.