Lebenthal Wealth Advisors Gains Momentum In Building Next Generation Wealth Management Unit Recruiting Advisors Who Managed $600 Million at BNY Mellon

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Goldstein-Patterson Group Managed More Than $600 Million at BNY Mellon

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"They recognize that our strong corporate culture and boutique approach will enable them to provide unconflicted investment advise and superior client service."

Lebenthal Wealth Advisors (Lebenthal), the wealth management division of Lebenthal Holdings, LLC, announced today that the Goldstein-Patterson Group [GPG], formerly of BNY Mellon, has joined the firm.

The Goldstein-Patterson Group managed more than $600 million in client assets at BNY Mellon. GPG specializes in creating customized wealth management strategies for clients, as well as in providing multi-generational wealth advisory tactical asset protection, transfer strategies, and wealth landscape optimization. The team has a particular focus on serving clients in the sports and entertainment industries. GPG founders Brendan A. Goldstein and William F. Patterson join Lebenthal as Managing Directors.

“Brendan and William exemplify the kind of dynamic and astute advisors whose values and vision perfectly align with those of Lebenthal,” said Frank Campanale, Chairman and Chief Executive Officer, Lebenthal Wealth Advisors. “They recognize that our strong corporate culture and boutique approach will enable them to provide unconflicted investment advice and superior client service.”

“We are pleased to welcome such an experienced and innovative team to our growing firm,” stated Andy Grillo, President and Chief Operating Officer, Lebenthal Wealth Advisors. “We are committed to providing our advisors access to a complete infrastructure of support using open source, best in class products and services, proven wealth management solutions, along with the powerful backing of a well-established and respected brand.”

Mr. Goldstein was previously a Senior Director at BNY Mellon Wealth Management in New York City, responsible for client relationship and development, and serving high-net-worth individuals, families and foundations. Prior to that, he was Global Head of Business Development and Chief Revenue Officer at The NewsMarket (currently, Synaptic Digital) and before that Head of Sales and Business Development of Bloomberg Law & Government at Bloomberg LP.

Mr. Patterson served as Vice President at BNY Mellon Wealth Management in New York City. In that capacity, he managed high-net-worth private client relationships, oversaw investment management and tactical asset protection activities, as well as wealth transfer planning solutions. Prior to that, as Relationship Manager at Deutsche Bank Private Wealth Management he advised ultra-high-net-worth domestic and international private clients.

“We are joining Lebenthal Wealth Advisors to be part of an organization that effectively understands the evolution of the wealth management industry,” declared William Patterson. “Lebenthal’s business model is compelling to any financial advisor seeking to become more strategically focused on client-centric values.”

Mr. Goldstein added, “We are excited to bring our experience to such a dynamic platform and to help grow a next generation wealth management firm.”

About Lebenthal Wealth Advisors
As one of the premier wealth management entities, Lebenthal Wealth Advisors offers advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients. Further information about Lebenthal Wealth Advisors can be found at http://www.lebenthal.com


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Claudio Pannunzio
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