PFM Winnie Morristown Web 1

Winnie Peng

Vice President, Senior Wealth Advisor, Morristown

Winnie Peng, Morristown, is responsible for managing and cultivating relationships with high-net-worth families and individuals at Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. She covers New York city area.

Winnie has 25 years of experience in the financial services and private banking industry. She provided advice to high-net-worth and ultra-high-net-worth families and individuals on banking, lending, investments, wealth planning, and other financial needs. Most recently she worked at HSBC Private Bank where she was Senior Relationship Manager. Prior to that, she worked at PNC Wealth Management and Citi Private Bank.

Winnie holds a Bachelors of Arts from Hunan University of Science and Technology and a Masters of Arts from New York Institute of Technology in Communication Arts and Marketing.

Actively involved in her community, Winnie serves on the Board of Foundation for Free Enterprise of Commerce and Industry Association of New Jersey, which provides free education to high school students about free enterprise and financial education. She is also on the board of Mulan Club, a not-for-profit Asian women organization whose missions are to inspire and support, among many others. Winnie is a world traveler and an animal lover. She speaks, reads and writes native Chinese.

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 financialservices 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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