Felipe Becerra is a Senior Client Service Manager and brings over eight years of experience from Goldman Sachs. He spent six years in the Private Wealth Division collaborating with various advisors and more than 100 ultra-high-net-worth clients. Throughout this time, he developed expertise in delivering comprehensive wealth management solutions, including financial planning, portfolio rebalancing, and lending services.

Prior to his role in Private Wealth, Felipe spent two years in Goldman’s Risk Management Division, specializing in Hedge Fund Strategies. He holds a Bachelor’s degree in Finance from Quinnipiac University.