The Goldstein-Patterson Group, which managed $600 million in client assets at BNY Mellon, has joined Lebenthal Wealth Advisors, Lebenthal announced today.
Lebenthal, a wealth management firm based in New York City, is a division of Lebenthal Holdings LLC.
The Goldstein-Patterson Group focuses on wealth management and in providing multigenerational wealth protection and transfer strategies. The firm specializes in the sports and entertainment industries.
The founders of the firm, Brendan A. Goldstein and William F. Patterson, have joined Lebenthal as managing directors.
Goldstein was previously a senior director at BNY Mellon Wealth Management in New York City responsible for client relationship and development, serving high-net-worth individuals, families and foundations.
Patterson served as vice president at BNY Mellon Wealth Management managing high-net-worth private clients. He oversaw investment management, asset protection and wealth transfer.
“We are joining Lebenthal Wealth Advisors to be part of an organization that effectively understands the evolution of the wealth management industry,” says Patterson.