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Thursday, August 20, 2026The Morning Brief →Sign in
custodian

Goldman Sachs Custody Solutions

In PWD coverage since August 14, 2026 · 2 stories
1Deals on our tracker
-3Talent net · 12 months0 in · 3 out
Talent flow · 12 monthsOn the wire →
Net -3 · 0 arrivals · 3 departures
Arrivals
None tracked.
Departures
Jeremy Eisenstein
Aug 19 · to Goldman Sachs Advisor Solutions
Sara Naison-Tarajano
Aug 19 · to Ayco
Cooper Rey
Aug 19 · destination pending
Deal recordFull tracker →
Jul 31, 26Deal announcedOrion
PWD coverage
Deals & PE

Goldman's Neos deal puts a price on the race to own product factories

Schwab's Forge close and Orion's Goldman custody integration extend the same logic. The likely cost to RIAs is fewer independent entry points.
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