Career
Sara Naison-tarajano has been President, Chief Executive Officer of Goldman Sachs Wealth Services since March 2026. Sara Naison-tarajano is a control person of the firm and directly owns under 5% of it.
Goldman Sachs Wealth Services, L.P. is a Cohoes, NY firm with $31.7B under management, 117,699 clients and 1,134 advisers across 24 offices, as of its June 2026 filing.
Goldman Sachs says Sara Naison-Tarajano leads Ayco’s company-sponsored financial planning and wealth management business while continuing as Global Head of the Goldman Partner Office. She previously led PWM Capital Markets and Goldman Sachs Apex. Goldman says she joined as an investment banking analyst in 1999, became a managing director in 2012 and partner in 2020.
No adviser firm registrations are on Sara Naison-tarajano’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 57TO | Securities Trader Exam | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 21 May 2013 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 10 April 2013 |
| Series 65 | Uniform Investment Adviser Law Examination | 23 July 2012 |
| Series 55 | Limited Representative-Equity Trader Exam | 14 December 2010 |
| Series 3 | National Commodity Futures Examination | 17 December 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 October 2001 |
| Series 7 | General Securities Representative Examination | 9 October 2001 |
| Series 62 | Corporate Securities Limited Representative Examination | 6 October 1999 |
- Name
- Securities Trader Exam
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Corporate Securities Limited Representative Examination
Individual record
- Full name
- Sara Naison-tarajano
- CRD
- 3271630
- Firm bio
- goldmansachs.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Sara Naison-tarajano work?
Sara Naison-tarajano has been President, Chief Executive Officer of Goldman Sachs Wealth Services, L.P. since March 2026, and is a control person of the firm.
Does Sara Naison-tarajano have a current investment-adviser registration?
Sara Naison-tarajano has a current broker registration and no current investment-adviser registration.
What exams has Sara Naison-tarajano passed?
Sara Naison-tarajano has passed 9 licensing exams: the Series 62, Series 7, Series 63, Series 3, Series 55, Series 65, Series 9, Series 10 and Series 57TO. The earliest, the Series 62, was passed in October 1999. FINRA credited Sara Naison-tarajano with the SIE, which began in October 2018.