Joe FinnVice President
Joe Finn specializes in helping forward-thinking Registered Investment Advisors (RIA) deliver a dynamic client experience leveraging the FinLife® platform at Goldman Sachs Personal Financial Management (PFM), within the Consumer and Investment Management Division of Goldman Sachs. As a Senior Business Consultant, Joe engages with advisors to outfit them with sophisticated digital tools and systems, empowering them to engage with clients to deliver world-class financial advice.
Joe brings over 25 years of experience providing solutions to the nation’s most successful independent RIAs. Before joining Goldman Sachs PFM, Joe represented some of the industry’s leading Financial Service firms, including Fidelity Investments, Charles Schwab, and, most recently, BNY Mellon|Pershing.
Joe received an MBA from Suffolk University in Boston and a BS in Management from Fitchburg State University.
In his free time, Joe enjoys spending time with his family and attending the sporting events of his three children, Matthew, Emily and Connor.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.