Michael Namon

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

• 06/2020 → 09/2021
  Arcturus Intelligence
  New York, NY
• 08/2018 → 12/2021
  Trinity College
  Hartford, CT
• 08/2016 → 08/2018
  Eastern Hockey League
  Bostone, MA
• 09/2017 → 01/2018
  Lululemon
  Burlington, MA
• 10/2016 → 01/2017
  Hollister
  Burlington, MA
• 07/2017 → 08/2019
  Shattuck-St. Mary's School
  Faribault, MN
• 06/2016 → 06/2018
  National Hockey Training
  Berkshire, MA
• 01/2022 → Present
  Goldman Sachs & Co, Llc
  New York, NY

Other Businesses

(1) Owner of Spruce OS, LLC, a software development company. Organization operates out of New York, NY. Organization is not primarily engaged in investment-related activity. Start Date: January 30th, 2026. Eight hours per month. Duties include general ownership responsibilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-15
• S63 Uniform Securities Agent State Law Examination
  2022-02-08