Your browser preferences are set to block location sharing.
Please adjust your preferences, or click here to view all offices.
PFM Jeff Hole

Jeff Hole

Head Of Client Experience And Business Scalability For Workplace And Personal Wealth

Jeff is head of Client Experience and Business Scalability for Workplace and Personal Wealth (WPW). In this role, he drives collaboration across business initiatives that help remediate risk, drive efficiency and enhance the client experience. Jeff also serves as a member of the WPW Operating Group. He initially joined Goldman Sachs in 2004 as an analyst in Currency Operations and went on to serve as head of Bank Relations and Market Infrastructure. Jeff was named managing director in 2021 in conjunction with Ayco's full integration with Goldman Sachs.

Jeff earned a bachelor’s degree in Political Economics from Georgetown University and a master’s degree in Information Technology from Rochester Institute of Technology.

Workplace and Personal Wealth services are provided by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“PFM”) and The Ayco Company, L.P. d/b/a Goldman Sachs Ayco Personal Financial Management (“Ayco”).

Ready to start a conversation? We’re here to listen.


Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

By submitting this information, you hereby authorize and request that PFM contact through any direct contact and any automated means, including but not limited to use of an auto-dialer, pre-recorded/artificial voicemail and SMS, and by email to discuss PFM’s products or services and you are consenting to receive certain materials from PFM by email or other means of electronic delivery. In addition, you acknowledge that PFM will use your information as described in its Privacy Policy and Terms of Use. PFM may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly through any of the same means listed above.

To withdraw your consent to receive calls or to change your contact preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received. To revoke your consent to receive communications electronically, please contact your GS PFM team.