Adrian is an Associate at Goldman Sachs within the Private Wealth Management Division. On his team, he serves as the Chief Operating Officer overseeing ~$6B in AUM. He holds a B.S. in Mathematics from Rensselaer Polytechnic Institute. In addition to ISFFA, Adrian also sits on the board of Bwenzi, a global 501(c)(3) that empowers student leaders.

Alyssa is an Institutional Supervision Lead Examiner at the Federal Reserve Bank of New York and former auditor at Deloitte. A licensed CPA, Alyssa holds a B.S. in Management from UMass Boston, a M.S in Accounting from Boston College, and a MPP from the Harvard Kennedy School.

Daniel is a Strategy Program Manager in the Risk Partnerships & Strategy team at Stripe, a software-as-a-service company dual-headquartered in San Francisco and Dublin. Prior to Stripe, Daniel spent a decade in financial services working in various roles at Goldman Sachs and Blackrock. He earned a BA with Honors from UC Berkeley and an MBA from Yale University.

Nicole is a Tax Director at Global Tax Management. She has 15 years of experience and started her career at PwC. Her main responsibilities include overseeing the Federal and State income tax compliance function. She has her BS in Accounting and BA in Art History from Rutgers University. She also has her Masters in Tax from Seton Hall University.

Gabe graduated in 2019 from the University of California, Davis and received his Bachelor’s degree in Sociology, Organizational Studies with a minor in Technology Management. He currently works as an Associate Project Manager at the Institute for Healthcare Improvement (IHI), an organization in Boston that employs improvement science to advance and sustain better outcomes in health and healthcare across the world. Prior to IHI, Gabe worked at the Asian & Pacific Islander American Health Forum (APIAHF) on their CDC COVID-19 portfolio supporting Asian Americans, Native Hawaiians, and Pacific Islanders nationally to mitigate the impact of COVID in their communities. Beyond his professional work, he is involved in various community organizations such as the National Association of Asian American Professionals (NAAAP) Boston Chapter; UC Davis Aggie Alumni Association New England Chapter; International Society of Filipinos in Finance and Accounting (ISFFA) New York Chapter; and Philippine-American Mainstream Advocacy for Non-Partisan Associations (PAMANA) Inc.

Gemma is an analyst at Goldman Sachs in Private Wealth Management within the Consumer and Wealth Management Division. She graduated from Cornell University where she studied Applied Economics and Management with a concentration in Finance.

Rey Osma is a Director in PwC’s Real Estate Tax practice. He has over ten years of experience advising clients on federal, state and local, and foreign tax issues. He holds a B.S. in Accounting from Fordham University and is a CPA.

Ben is an Analyst at Goldman Sachs, supporting a team of Advisors for High Net Worth clients globally. He has a business degree from Roger Williams University and prior experience at Bloomberg LP, financial services, and in event production and touring for musicians.

Miguel is an Analyst at TZP Group (private equity). Miguel graduated with a B.S. in Computer Science and a B.A. in Mathematics from Rutgers University in 2022.