Maegan Warehouse Puleo
- Role
- Vice President - Private Wealth Management at Goldman Sachs
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Maegan Warehouse Puleo
I serve as trusted advisor for a select group of high net worth entrepreneurs, corporate…
Experience
Vice President - Private Wealth Management
Nov 2004 — Present
My team and I provide advisory services to wealthy individuals and their families as well as select foundations and endowments. We help clients build and preserve their financial wealth through investment advice, asset allocation and portfolio construction. This includes managing discretionary portfolios across a broad range of asset classes and investments. Goldman Sachs also offers clients trust and estate planning as well as execution and private lending services. To help serve our clients, we access the experience and resources of the global Goldman Sachs network.
Education
University of California, Berkeley
Certificate in Personal Financial Planning
UCLA
B.A., Linguistics & Spanish
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