Daniel Kates

Danny Kates

Vice President, Senior Wealth Advisor, Boston

Danny Kates, Boston, is responsible for counseling clients on advanced wealth management and investment strategies for the Boston and Holyoke offices of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs.

After moving from Manhattan to New England, Danny became the Founding Partner of an independent, private wealth management firm called Gaudreau-Wealth New England. As the business expanded rapidly, Danny and his team decided to transition the organization's momentum and enthusiasm for helping their clients achieve their goals to what is now Goldman Sachs Personal Financial Management.

Prior to his professional career, Danny attended Fairleigh Dickinson University, where he graduated with his undergraduate degree in Marketing and Masters of Business Administration in Marketing & Corporate Management.

While Danny truly loves working with his clients daily, he enjoys nothing more than spending time with his wife, two kids and their dogs. Danny is also an avid lover of learning, music, traveling, boating, swimming, and snowboarding. He is also extremely passionate about giving back to the surrounding communities and has done so through multiple philanthropic efforts and working within his local Jewish community.

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.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co. or Mercer Allied Company, L.P. (“Mercer”), member FINRA/SIPC. GS&Co., Mercer and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.

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