Kathleen Mary Lemire

Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → Present
  Ayco, A Goldman Sachs Company
  Troy, MI
• 07/2020 → 09/2020
  Redalign
  Birmingham, MI
• 06/2020 → 09/2020
  Forest Hills Swim Club
  Birmingham, MI
• 05/2019 → 08/2019
  Huntington National Bank
  Franklin, MI
• 05/2014 → 08/2018
  Nextep Systems
  Troy, MI
• 09/2018 → 04/2019
  University Of Dayton
  Dayton, OH
• 09/2019 → 05/2020
  University Of Dayton
  Dayton, OH
• 10/2020 → 12/2020
  Unemployed
  Birmingham, MI

Exams

• S66 Uniform Combined State Law Examination
  2021-06-17

Other Names

• Kathleen Lemire