Timothy Scott Ostrander

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

• 06/2004 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Boston, MA
• 01/2021 → Present
  Goldman Sachs & Co. Llc
  Boston, MA

Other Businesses

(1) Advisory Board at SUNY Geneseo, an educational institution. Organization operates out of Geneseo, NY. Organization is not primarily engaged in investment-related activity. Start Date: July 1, 2020. Fifty hours per year. Duties include serving on the Advisory Board of the organization. (2) Treasurer and Finance Committee Member of Mass Mentoring Partnership Inc., a non-profit organization. Organization operates out of Boston, MA. Organization is not primarily engaged in investment-related activity. Start Date: January 15, 2025. Two hours per month. Duties include serving as Treasurer and on the Finance Committee of the organization.

Exams

• S66 Uniform Combined State Law Examination
  2015-01-28