FEATURED WINNER
Share
https://www.gs.com/custodysolutions
https://www.linkedin.com/company/ destiny-family-office
gscs-marketing-team@gs.com
844.352.8827
200 West St., New York, NY 10282
www.facebook.com/HarvestETFs
@nour_private_wealth
@harvestetfs
https:/www.youtube.com/c/HarvestETFs
@blackfishfinance
Michael Kovacs
Founder, President & CEO
Michael Kovacs founded Harvest Portfolios Group in 2009 and is an over-35-year veteran of the investment management business. Since 1991 he has held senior management positions with four large asset management companies. Michael began his career as an Investment Advisor and for seven years managed money for individual investors. He is a strong believer in providing individuals with Investment products that have long-term fundamental mandates and portfolio transparency. Michael is also the Chairman of the Board for Harvest.
Michael Kovacs
Founder, President & CEO
Goldman Sachs Custody Solutions (GSCS) is revolutionizing the custody experience for registered investment advisors (RIAs) by delivering a differentiated, digital-forward platform built for those managing increasingly complex client portfolios. Positioned uniquely at the intersection of traditional custody and institutional capability, GSCS has been named InvestmentNews’ Custodian of the Year for its excellence, innovation, and momentum over the past 12 months.
At the core of GSCS’ success is its ability to provide growth-oriented advisors with access to the institutional-caliber tools and intellectual capital of Goldman Sachs. Through the One Goldman Sachs (OneGS) framework, the platform extends far beyond traditional asset safekeeping. It delivers integrated access to capital markets, alternative investments, and investment banking capabilities, empowering advisors to address complex client needs and evolving financial situations.
Over the past year, GSCS has prioritized scaling its digital-forward ecosystem and solutions for HNW clients. A particular focus has been democratizing access to private markets, providing access to long/short equity separately managed accounts (SMAs), and enhancing its comprehensive lending capabilities. GSCS developed an award-winning,1 open-architecture alternatives platform that enables low-touch, end-to-end management of private market investments.
This commitment to technological advancement is matched by a reimagined client onboarding experience. GSCS’ digital onboarding model has improved speed, scale, and execution quality, helping reduce completed advisor transitions from months to mere weeks.
Beyond technology, GSCS distinguishes itself through a high-touch, relationship-driven service model designed to support advisors at every stage of their growth. Advisors are backed by a dedicated team, including a client service associate focused on day-to-day operations and a relationship manager who helps advisors navigate the broader Goldman Sachs ecosystem.
By offering a compelling solution in the independent space, GSCS is helping define what a modern custody experience can look like for the future. Combining digital-forward solutions, an easy-to-use client interface, and access to firmwide resources, GSCS has established its leadership in the RIA custody market and is a highly deserving recipient of this year’s award.
Custody, clearing, and certain brokerage services are offered by Folio Investments, Inc., which conducts business as Goldman Sachs Custody Solutions (GSCS). GSCS is an SEC-registered broker-dealer and member of FINRA/MSRB/SIPC. Neither this material nor any of its contents shall constitute an offer, solicitation, or advice to buy or sell securities.
1 In September 2025, Goldman Sachs Custody Solutions won two Wealth Management Industry Awards (“Wealthies”) within the Custodians category for Transition Support and Alternative Asset. More info on these awards and selection methodology can be found at https://informaconnect.com/wealth-management-industry-awards/winners/
Mary Medeiros
COO & Director
Paul MacDonald
CIO
Caroline Grimont
SVP Marketing
Mary Medeiros is a founding member of Harvest Portfolios Group, having played an integral role in setting up the firm’s operations in 2009. Initially, as Vice President of Operations, Mary oversaw the successful growth of the firm’s operations, systems, administration, and key service provider relationships since inception. She has over 30 years of industry experience and managed national administration and sales systems for a Canadian mutual fund company and branch operations for an investment dealer. She was licensed as an advisor in 1997, working directly with retail investors until joining a Canadian investment fund manager in 2000. Mary serves on the board of directors.
Mary Medeiros
COO & Director
Paul MacDonald serves as the Chief Investment Officer and Portfolio Manager for Harvest. Paul joined Harvest in January 2013 and has over 20 years of experience in the investment business, with over 15 years as portfolio manager. Paul oversees the investment team, co-covers select healthcare and real estate companies globally, and is the lead portfolio manager on the Harvest Healthcare Leaders Income ETF, one of Canada’s largest Healthcare ETFs. He is a frequent media guest commentator on BNN, Globe & Mail, Morningstar, and other leading industry media. Previously Paul held positions as Vice President and Portfolio Manager at a Canadian asset manager where he was responsible for the investment portfolios, including a Lipper Award-winning fund.
Paul MacDonald
CIO
Caroline Grimont is the SVP of Marketing at Harvest ETFs. She is passionate about helping beginner investors gain confidence and understand the basics of effective investing and setting financial goals. With over 20 years of experience in national-level marketing, a bachelor of finance, and an MBA, she has acquired a unique blend of personal and professional insights to help others learn more about navigating the world of investing. Named one of Canada’s Best Executives by The Globe and Mail’s Report on Business, Caroline understands that many new investors are eager to grow their financial literacy but often find traditional financial education intimidating. Her goal is to provide investors with clear, fun, practical tips to help them build their knowledge and make informed decisions.
Caroline Grimont
SVP Marketing
Read on
WINNER: Custodian of the Year
