Michael DiotaleviAssociate, Wealth Manager, Boston - Kates
Michael Diotalevi is responsible for counseling clients on wealth management and investment strategies at the Holyoke office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs.
Prior to joining Goldman Sachs Personal Financial Management, Michael worked within Consumer and Wealth Management for Ayco, A Goldman Sachs Company within their Financial Wellness division. Within this role Michael worked with employees of corporate programs offering full scope financial planning as a benefit provided by their corporate sponsor. In this role Michael assisted employees with taking advantage of their employer sponsored benefits and provided holistic financial planning to meet their needs and desires. In his prior role, Michael also worked within the training and development team where he trained new hires within his division on a series of financial planning modules.
Prior to his professional career, Michael attended Siena College where he completed his undergraduate studies in both Finance and Economics. In addition to completing his undergraduate degree, Michael has also obtained his Masters of Business Administration from the University of Maine, Orono.
In his time away from the office Michael is an avid golfer, skier, and traveler who enjoys going to new destinations where he can golf and ski. Michael also enjoys spending time with his family and friends as he has relocated back to Western Massachusetts from the greater Albany, NY region.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”), member FINRA/SIPC, 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.