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Our Leadership Meredith Adams
PFM Meredith Adams 1

Meredith Adams

Head Of Operations For Workplace And Personal Wealth

Meredith is global head of Workplace and Personal Wealth Operations (WPW) within Asset & Wealth Management. In this role, she is responsible for overseeing the execution of strategic initiatives and day-to-day operations for the broader WPW Operations business. Previously, Meredith served as Americas co-head of Private Wealth Management Operations within Consumer and Wealth Management. She joined the firm in 2007 as an analyst in Operations in the Investment Management Division and was named managing director in 2019.

Meredith earned a BA in Psychology and Education from Wagner College in 2003 and an MEd in Statistics from Rutgers University in 2006.

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”).

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