Meet the Team

David Solomon, CFP®

MANAGING PARTNER
[email protected]
917-790-7015

David has over 25 years of experience as a financial professional, the majority spent at Goldman Sachs. Through his career as a client portfolio manager on its U.S. equity growth team, he developed a deep understanding of investing and management. He also headed the defined contribution team for Goldman Sachs Asset Management, which advised institutions, financial advisors and small/medium businesses on how to optimize retirement plan investment choices, focused on outcome.

Prior to cofounding Carbon Wealth Advisors, David worked on a wealth advisory team at Ayco, a Goldman Sachs company. David received his undergraduate degree in finance from Rutgers University’s School of Business. He is a CERTIFIED FINANCIAL PLANNER^® professional and holds his series 66 registration with Mariner Platform Solutions, LLC, a registered investment adviser.

David lives in Livingston, New Jersey, with his wife, Laurie, and their three children, Jacob, Marisa and Liam. He enjoys biking, pickleball and settling down with a good book. He also enjoys listening to podcasts and watching a great documentary. David loves traveling and hopes to make it to all 50 states someday—he has made it to 45 so far. A big sports fan, David loves to cheer on the New York Knicks, the Rutgers basketball team and the New York Jets—but not as much as he enjoys cheering on his own kids at their games.