They recognize that our strong corporate culture and boutique approach will enable them to provide unconflicted investment advice and superior client service.”
Frank Campanale, Chairman and CEO, Lebenthal Wealth |
Summary: oth boutique and major wealth management firms say they've successfully recruited both independent and empolyee advisors over the past few weeks. Lebenthal Wealth Advisors of New York said early Monday that it added a team of advisors to its operations. The Goldstein-Patterson Group managed more than $600 million in client assets at BNY Mellon, specializing in clients within the sports and entertainment industries. GPG founders Brendan A. Goldstein and William F. Patterson, formerly private bankers, have joined Lebenthal as managing directors.
They recognize that our strong corporate culture and boutique approach will enable them to provide unconflicted investment advice and superior client service.”
Frank Campanale, Chairman and CEO, Lebenthal Wealth |
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