Michael Guidon
Investment Planning and Management
- Role
- Vice President, Private Wealth Advisor at Goldman Sachs
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Vice President, Private Wealth Advisor
Sep 2007 — Present
We manage investments for family groups and foundations. We believe in disciplined asset allocation and help clients plan beyond their Goldman custodied investments. We think planning is crucial, especially when income, gift, and estate taxes are considered. Our fee-based relationships are confidential, and we aim to be transparent, accountable, and cost-conscious.
Education
Western Washington University
BA
Skills
- Bonds
- Financial Reporting
- 10b5-1 Plans
- Asset Allocation
- Corporate Finance
- Charitable Gift Planning
- Financial Modeling
- Alternative Investments
- Restricted Stock
- Gifting Strategies
- Financial Analysis
- Finance
- Valuation
- Hedge Funds
- Management
- Endowments
- Estate Planning
- Equities
- Section 16
- Rule 144
- Investment Management
- Donor Advised Funds
- Venture Capital
- Due Diligence
- Private Foundations
- Accounting
- Multi-Generational Wealth Transfer
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