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Muhammad “Mo” Khalid, MSF
Wealth Coordinator

mo.khalid@gatewoodwealth.com

EDUCATION

Northeastern University (Boston, MA) - Bachelor of Science in Business Administration, Finance & Business Analytics

Washington University in St. Louis (St. Louis, MO) - Specialized Master of Finance, Wealth & Asset Management 

PROFESSIONAL

After gaining valuable experience in Boston at two of the world’s largest global asset management firms, Mo took on a pivotal role at Goldman Sachs in its well-established Private Wealth Management division. While there, he provided exceptional service to ultra-high net worth clients as a Financial Analyst.

 

In 2020, Mo continued his academic journey at Washington University in St. Louis, earning a Master’s Degree in Finance focused on Wealth & Asset Management. Demonstrating exceptional commitment and leadership, he was elected President of the Wealth & Asset Management Club. In this capacity, Mo played a crucial part in the professional and academic development of 132 members of the Olin Business School community.

 

In May 2023, Mo joined Gatewood Wealth Solutions on the advisor career path, marking a new chapter in his professional journey.  As a Wealth Coordinator, he is an integral part of our advisor team, delivering comprehensive financial planning and wealth management solutions for clients. Mo’s meticulous approach ensures our clients experience seamless, top-tier service.

PERSONAL

Mo was born and raised in the cosmopolitan city of Dubai, UAE, home to more than 200 nationalities. Thanks to this multicultural upbringing, Mo fluently speaks five languages. A sports enthusiast from a young age, he demonstrated his athletic abilities on his high school soccer team. Mo’s extended family lives in St. Louis, which he now calls home.

 

Outside of his professional endeavors, Mo possesses a diverse range of interests. He enjoys scuba diving and wakeboarding, the strategic challenges of chess, and the intellectual pursuit of learning new languages. His dynamic interests underscore his well-rounded personality, reflecting his ability to balance dedication to work with personal passions.

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