Join Jonathan Penta and special guest Candice Tse, Global Head of Strategic Advisory Solutions at Goldman Sachs Asset Management, for an intimate evening focused on empowering women to make informed, confident financial decisions.
From building and protecting wealth to preparing for retirement, financial independence, and life’s important transitions, this conversation will explore the opportunities and decisions that shape women’s financial futures.
Thursday, November 12, 2026 | 5:30 PM
Smith & Wollensky | Wellesley, MA
An intimate, invitation-only dinner. Each attendee is encouraged to bring one female guest.
Financial confidence comes from understanding your options and making informed decisions aligned with your goals.
This private dinner brings accomplished women together for an open conversation about investing, wealth planning, and financial decisions at every stage of life. Join us to ask questions, exchange perspectives, and connect in a relaxed setting.
Candice is a highly regarded market strategist and speaker who works with investors and financial professionals around the country on global markets, portfolio strategy, and long-term financial decision-making. She also developed Goldman Sachs Asset Management’s EMPOWER the Female Investor framework, designed to help women become more informed, engaged, and confident in the financial decisions that shape their lives.
Building and Protecting Wealth: Investing, managing risk, and long-term financial security.
Retirement and Financial Independence: Planning for retirement income and financial flexibility.
Navigating Life’s Transitions: Financial decisions around career changes, family, and major milestones.
Family and Estate Planning: Wealth transfer, protecting loved ones, and legacy planning.
Making Confident Financial Decisions: Building the knowledge and confidence to shape your financial future.
Join Jonathan Penta and special guest Candice Tse of Goldman Sachs Asset Management for an intimate discussion on investing, financial independence, and making confident financial decisions at every stage of life.
Founder & Managing Director, Senior Wealth Advisor
Penta Wealth Management
Jonathan is the Founder & Managing Director of Penta Wealth Management, leading the firm’s comprehensive wealth management services. With 23 years of experience in financial services, Jonathan provides expert guidance to a select group of high-net-worth individuals, families, and business owners, helping them navigate the complexities of wealth management. His firm employs a proprietary 5-step consultative process, ensuring each client receives personalized strategies tailored to their unique financial goals and values.
Jonathan is a leader in financial planning, investment strategy integration, and business exit planning. He specializes in building fully customized investment strategies centered around clients’ financial plan goals and objectives. As a Certified Exit Planning Advisor (CEPA®), Jonathan helps business owners and CEOs plan for successful exits, maximize business value, and integrate business planning with personal financial goals.
Jonathan’s understanding of both personal and business financial planning, from early-career professionals to business owners preparing for exit, makes him highly sought-after for comprehensive wealth management services. His expertise in retirement income planning, portfolio construction, and value acceleration for businesses adds a unique perspective to financial decision-making, all delivered with genuine care and authenticity.
Candice is a managing director in the Global Client Business within Goldman Sachs Asset Management, and serves as global head of the Strategic Advisory Solutions team. She focuses on global capital market research, macroeconomic strategy, portfolio construction and client engagement. In addition, Candice developed the firm’s EMPOWER the Investor framework, which guides Asian, Black, female, Hispanic/Latinx and LGBTQ+ investors toward greater financial success. She serves as co-head of the Asian Network within Asset Management.
Prior to assuming her current role, Candice served as US head of Market Strategy and held positions in Fundamental Equity Product Management, Institutional Sales and Portfolio Administration. Candice joined Goldman Sachs as an analyst in 1998 and was named managing director in 2019. Candice is a founding board member of the Rutgers Business School’s Center for Women in Business and is a board member of the Rutgers Business School Dean’s Board of Advisors. She is also an associate board member for Junior Achievement of New York. In 2021, she was named to the HERoes Role Model List, as a Top 100 Future Leader for her efforts in championing women in business and driving change for gender diversity in the workplace.
Candice earned a BS in Marketing, magna cum laude, from Rutgers University and an MBA in Finance and Management from Columbia Business School.
Penta Wealth Management is proud to announce that we have been named as one of the Top Wealth Management Services Providers of 2023 by Banking CIO Outlook. The list recognizes the top firms who are at the forefront of delivering wealth management services and was determined using market research focused on peer/client recommendations and best practices. We are honored by this acknowledgment and proud of our team’s commitment to excellence.
