Brendan A. Goldstein

Brendan A. Goldstein
Managing Director, Wealth Advisor
Sag Harbor, NY

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Brendan Goldstein serves as Managing Director and Wealth Advisor of Carnegie Investment Counsel's New York office. He manages high-net-worth client relationships and specializes in investment management and personal balance sheet optimization. Brendan has worked extensively with entrepreneurs, business owners, athletes, and entertainers. He brings more than 19 years of experience serving clients in the financial services and financial technology industries.

Prior to joining Carnegie, Brendan was a Managing Director at a boutique investment advisory firm. Previously, he served as a Senior Wealth Director within the wealth management division of The Bank of New York Mellon. Earlier in his career, Brendan held executive positions at several financial technology and media companies, including Bloomberg LP.
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Brendan earned a Bachelor of Arts from the University of Delaware and a Master of Business Administration from Cornell University's SC Johnson Graduate School of Management.
He resides in both Manhattan and Southampton, New York, with his wife and two children.