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David Weinstein
Senior Vice President, Counseling at The Ayco Company, a Goldman Sachs Company
David Weinstein, a professional with extensive experience in financial planning, education, and investment services, has a background deeply rooted in providing holistic financial solutions to help clients reach their goals. With a history spanning over 40 years, David's expertise lies in investments, tax planning and preparation, estate planning, and risk management. He holds a Doctor of Law degree (JD) from Brooklyn Law School and a Bachelor of Science in Accounting from the University at Albany. Noteworthy is his past role at Ayco, a subsidiary of Goldman Sachs, where he was involved in accounting.
Highlights
Jan 30 · reports.adviserinfo.sec.gov
[PDF] DAVID ALAN WEINSTEIN - SEC.gov
Jan 20 · thinkadvisor.com
Breach of fiduciary duty leads to $14.2 million judgment against firm ...
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Location
Parsippany, New Jersey, United States
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Sameep Kasbekar, CFA
Research Analyst at Greenfield Advisory
Christian Jarrad
Director & Financial Adviser at Intralink Wealth Management
Ryan Wilson
Senior Investment Manager at Creative Planning Inc.
Mutual Connections
See who you know in common with David