PFM Jacqueline Callihan Charlotte NC

Jacqueline Callihan

Vice President, Charlotte

Jacqueline (Jackie) Callihan, Charlotte, is responsible for overseeing all administrative and operations matters, including client and account services, project management, client reporting, compliance and advisor support at the Charlotte office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs.

Since joining Harbor Capital Management, Inc., what is now Goldman Sachs Personal Financial Management, Jackie has gained more than 30 years of investment operations and client service experience. Prior to being named Director of Client Services for Harbor Capital Management, Jackie held positions including Advisor Administrative Assistant, Trading and Client Service Specialist and Assistant Operations Manager.

A Charlotte native, Jackie earned her degree in Business Administration with a concentration in Commercial Banking and Finance from the University of North Carolina at Charlotte. Jackie enjoys volunteering with Bright Blessings to give back to her local community, and preparing annual shoebox donations for children through Operation Christmas Child.

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.

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