Greg BlakeVice President, Co-Head Of Office, New York – Beattie
Greg Blake, New York – Beattie, focuses on assisting clients on a variety of wealth management matters at the Bethesda office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. Greg and his team of professionals coordinate overall wealth planning, investing, and reporting with clients' attorneys, accountants, and other advisors.
Previously, Greg served as the Director of Client Development for WMS Partners and was a Director at Convergent Wealth Advisors where he was responsible for the significant growth of both firms. Greg started his career in wealth management with Alliance Bernstein more than a decade ago in their Washington D.C. office. Prior to his career, Greg served in the U.S. Marine Corps.
Greg graduated from the United States Naval Academy in 1994 with a Bachelor of Science in Economics. He earned his Master of Business Administration (MBA) from Santa Clara University in 2001.
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.