Carnegie Investment Counsel
Brendan A. Goldstein has extensive work experience in various roles within the finance and media industries. Brendan A. is currently the Managing Director at Carnegie Investment Counsel since October 2017. Prior to this, they worked as a Senior Director of Investment Management at BNY Mellon from 2010 to 2014. Before that, Brendan held the position of Head of Business Development at a private digital media company from 2008 to 2010. Brendan A. also served as the Chief Revenue Officer at a private new media business during the same period. Brendan's career started at Bloomberg in 2000, where they held multiple positions including Global Sales Executive & Management and Sales Management & Product Development & Media Executive. Brendan A. played a significant role in launching and developing Bloomberg Law and Bloomberg Government, resulting in real revenue generation. Brendan's expertise lies primarily in revenue generation, business development, and product management.
Brendan A. Goldstein pursued their education at the University of Delaware from 1996 to 2000, where they obtained a Bachelor of Arts (BA) degree. Brendan A.'sfield of study encompassed Communication, Finance, and Political Science. Subsequently, they joined the Cornell University - S.C. Johnson Graduate School of Management from 2005 to 2007 to pursue a Master of Business Administration (MBA) degree, specializing in Finance and Financial Management Services.
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Carnegie Investment Counsel
Carnegie Investment Counsel is a legal fiduciary that provides personalized financial guidance to help you preserve and grow your wealth. As a Registered Investment Adviser with the United States Securities and Exchange Commission ("SEC"), our experts specialize in Investment Management, Financial Planning, and Corporate Retirement Plans. We serve individuals, families, nonprofits, and business owners. We operate on a 100% fee-only compensation model, meaning we only receive a percentage of the assets managed, as agreed upon before starting service. This transparent approach promotes trust and eliminates conflicts of interest. We understand the importance of feeling comfortable and confident in your investment and financial strategy. Therefore, we dedicate ample time to understanding your short- and long-term objectives, which enables us to tailor-make an investment portfolio and financial plan that aligns with your goals. Founded in Cleveland, OH, in 1974, our firm has grown to nine offices, 50+ employees, and over $3.5 billion in assets under management and advisement (as of 12/31/22). Visit www.carnegieinvest.com to learn more about how Carnegie can serve you.