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.
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