Aidan Cohane

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

• 08/2021 → Present
  Goldman Sachs
  New York City, NY
• 06/2021 → 08/2021
  Windham Mountain
  Windham, NY
• 12/2020 → 02/2021
  Windham Mountain
  Windham, NY
• 01/2020 → 04/2020
  Merrill Lynch
  New York, NY
• 09/2017 → 05/2018
  Fordham University
  Bronx, NY
• 12/2018 → 01/2019
  Windham Mountain
  Windham, NY
• 06/2019 → 08/2019
  Oppenheimer & Co.
  Stamford, CT
• 06/2017 → 08/2017
  Catskill Mountain Country Store
  Tannersville, NY
• 06/2018 → 08/2018
  Catskill Mountain Country Store
  Tannersville, NY
• 05/2020 → 11/2020
  Unemployed
  Windham, NY
• 07/2016 → 06/2017
  Stratton Mountain School
  Stratton, VT
• 08/2018 → 12/2018
  Fordham University
  Bronx, NY
• 01/2019 → 05/2019
  Fordham University
  Bronx, NY
• 08/2019 → 12/2019
  Fordham University London Centre
  London
• 02/2021 → 05/2021
  Fordham University
  Bronx, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-01-14

Other Names

• Aidan P Cohane