Goldman Sachs’ board is reportedly discussing a succession plan that would name COO John Waldron as the firm’s next CEO, following David Solomon’s tenure. Multiple outlets report that the discussions could lead to a leadership transition as early as late 2027, with a possible start by end of 2027 or during 2028.
The reporting centers on how the timing and structure of the handover might work. Bloomberg notes the Wall Street Journal’s account that the board has discussed an approach that could place Waldron in the top role toward the end of 2027 or in 2028. Quartz similarly reports that the board is looking at replacing Solomon, potentially with Solomon shifting to an executive chairman position rather than fully departing. The New York Post frames the situation as a high-stakes leadership shuffle tied to Solomon’s decade at the helm, while also emphasizing Waldron’s role as the likely successor.
Overall, outlets agree that internal board discussions are underway and that Waldron is the central candidate, with the main differences focusing on the potential exact timing and whether Solomon would remain in a senior advisory capacity.