Max Hervey Koen

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

• 04/2025 → Present
  Goldman Sachs Ayco
  Cohoes, NY
• 05/2024 → 04/2025
  Trustco Bank
  Albany, NY
• 05/2023 → 08/2023
  Trustco Bank
  Albany, NY
• 06/2022 → 08/2022
  Trustco Bank
  Albany, NY
• 05/2021 → 08/2021
  Sunshine Pools
  Wynantskill, NY
• 05/2019 → 10/2019
  Mohawk Golf Club
  Schenectady, NY
• 08/2023 → 05/2024
  Suny Geneseo
  Geneseo, NY
• 08/2022 → 05/2023
  Suny Geneseo
  Geneseo, NY
• 08/2021 → 05/2022
  Suny Geneseo
  Geneseo, NY
• 08/2020 → 05/2021
  Suny Geneseo
  Geneseo, NY
• 09/2019 → 06/2020
  Niskayuna High School
  Niskayuna, NY
• 09/2018 → 06/2019
  Niskayuna High School
  Niskayuna, NY
• 09/2017 → 06/2018
  Niskayuna High School
  Niskayuna, NY
• 09/2016 → 06/2017
  Niskayuna High School
  Niskayuna, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-07-03

Other Names

• Max Koen