Our Leadership

One Purpose

Goldman Sachs Personal Financial Management is under the guidance of leaders who bring clarity, confidence, and control to the financial choices people make every day.

Meet the team of experienced, passionate leaders who strive each day to reshape wealth management to help you live the life you want.

Meet our Personal Financial Management Leadership Team

Joe Duran, CFA®

Managing Director, Head of Personal Financial Management

Jorge Bernal

Managing Director

Mike Capelle

Managing Director

Samantha Davidson, CFA®

Managing Director, Chief Strategy Officer

Jon Frojen

Managing Director

Kara Murphy, CFA®

Managing Director, Chief Investment Officer

Gary Roth

Managing Director

Rachel Schnoll

Managing Director, Head of FinLife Partners

Jason Del Col

Managing Director, Head of Advisory Services

Jason Gordo

Vice President, Head of Client Experience

More Than 240 Financial Advisors In 100 Offices To Serve You

Find your local advisor and plan your financial future. With more than 240 financial advisors across 30 states and 100 offices, we can help you implement a financial plan tailored to your personal goals.

See All Financial Advisory Locations

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Want to speak with us now? Give us a call at 833-346-5433