Morgan WamAnalyst, Newport Beach
Morgan Wam, Newport Beach, is responsible for the onboarding of clients from contract generation and processing, to establishment of accounts at both the Los Angeles and Carlsbad offices of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. He is also dedicated to active client needs such as investment processing and distribution responsibilities.
Morgan had previous roles within financial service companies, maintaining continued client care throughout his working career. More recently, Morgan was engaged in the digital real estate industry and although he found success, he joined Goldman Sachs Personal Financial Management to pursue his career passions of servicing client needs in the financial sector.
Morgan received his Bachelor’s degree in Business Economics from Northern Arizona University in 2015 and completed his MBA with an emphasis in Finance more recently in 2019.
Morgan enjoys following professional basketball, football and baseball and going to games as often as possible. His main passion is golf, which he has been playing for over 15 years.
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.