Jeremy Eisenstein is Co-Head of the RIA custody sales and relationship management teams at Goldman Sachs which is part of the Firm's Global Banking & Markets Division. He is based in New York. Prior to this role, he was a member of the Goldman Sachs derivatives franchise with responsibilities across the insurance and Structured Products groups covering financial advisors. Before joining Goldman Sachs in 2017, Mr. Eisenstein held various roles at Credit Suisse between 2014-2017, and previously Barclays Bank/Lehman Brothers from 2005 to 2014.
Goldman Sachs Advisor Solutions is the premier custodian for independent advisors seeking access to institutional-level solutions. We transform the advisor experience with an intuitive, digital-forward platform that embodies transparency and gives advisors greater control over their business. Our modern, nimble, and ever-evolving open architecture network connects advisors to best-in-class services and tools. More than just a custodian, we are a gateway to the sophisticated, institutional power of Goldman Sachs.
"As one of the first firms to transition assets to our platform, Ashton Thomas understood why we entered the RIA custody space, and embraced our mission to provide advisors with more choice. The Ashton Thomas team has played an active role in the evolution of our business"
Ashton Thomas Private Wealth seeks to attract high-profile advisory teams with Goldman Sachs Advisor Solutions as a custody provider
Bruce and Jeff are joined by Jeremy Eisenstein, co-head of RIA custody sales at Goldman Sachs. Jeremy gives his views on the custody operation at Goldman, where it's going, where it's been and how it got here.
Veteran advisor Margaux Fiori and her team launched their own RIA late last month, choosing Goldman Sachs as custodian for its 'sophisticated wealth management solutions.'