“I’ve always enjoyed maximizing my time, accomplishing goals, and measuring success while learning from mistakes - by helping people, investing in great businesses and demystifying dollar sign oriented matters - I find that value can be unlocked for all.”
Brendan Goldstein serves as the Managing Director and Wealth Advisor of the firm’s New York Office. Brendan manages high-net-worth private client relationships and specializes in investment management and personal balance sheet optimization. He has worked extensively with entrepreneurs, business owners, athletes, and entertainers. Serving the financial services and financial technology industry, Brendan brings to Carnegie 20 years of experience. Prior to joining Carnegie, Brendan was a Managing Director at a boutique investment advisory firm. Previously, he served as a Senior Wealth Director at The Bank of New York Mellon, within the wealth management business. Prior to that, Brendan was an executive at various financial technology and media companies including Bloomberg LP.
Brendan earned his Bachelor of Arts from the University of Delaware and his Master of Business Administration from Cornell University’s SC Johnson Graduate School of Management. He dually resides in Manhattan and Southampton, NY with his wife and two children.
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