Brendan A. Goldstein has 19 years’ experience in the financial services and financial technology industry. Prior to joining Carnegie, Mr. Goldstein was a Managing Director at boutique Investment Advisory firm. Previously, he served as Senior Wealth Director at The Bank of New York Mellon, within the Wealth Management business. Prior to his career in the Wealth Management business, Mr. Goldstein was an executive at various Financial Technology and Media companies including Bloomberg LP.
Mr. Goldstein manages high-net-worth private client relationships and specializes in investment management and personal balance sheet optimization. Mr. Goldstein has worked extensively with entrepreneurs, business owners, athletes, and entertainers. Mr. Goldstein received his bachelor’s degree from The University of Delaware and his MBA from The Johnson School of Business at Cornell University. He dually resides in Manhattan and Southampton, NY with his wife and two children.
Carnegie Investment Counsel is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. For more information please visit our full disclosures page.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.