Goldstein and Gray Bring Strong Sales Skills to Strengthen firm's Tri-State Presence
NEW YORK, January 24, 2011 — BNY Mellon Wealth Management has expanded its New York regional sales force again with the appointment of Brendan A. Goldstein and James L. Gray as senior directors. Over the past year, the wealth manager's New York Tri-State region has added seven new sales directors as part of the firm's growth strategy. Both Goldstein and Gray are based in Manhattan and report to Thomas Hurlbrink, sales manager for the Tri-State region.
"Brendan and Jim will help BNY Mellon Wealth Management strengthen and expand its considerable presence in the New York Tri-State region," Hurlbrink said. "In addition to our leading edge client retention rates, we are building our sales team throughout the region. Brendan and Jim will help us deliver the very best service to high net worth investors in this market."
Goldstein previously served as global head of business development and chief revenue officer for The NewsMarket, now Synaptic Digital; a multimedia communication platform and professional service. Earlier in his career he was U.S. head of sales and business development for Bloomberg LP's legal offering, BLAW. He earned an MBA from Cornell University and a bachelor's degree from the University of Delaware.
A Manhattan resident, Goldstein is a member of the JCC Leadership Council, a volunteer with the United Jewish Appeal, an advisor to financial technology startups and supports various youth sports programs.
Gray comes to BNY Mellon Wealth Management from Legg Mason Investment Counsel where he was a managing director of sales and marketing for the past five years. Prior to that he served as managing director for sales for Deutsche Bank's private wealth group. He earned an MBA from Thunderbird School of Global Management, a Juris Doctor degree from South Texas College of Law, and an additional master's and bachelor's degree from the University of Wisconsin.
A resident of Manhattan and Southampton, Gray is involved with several charitable organizations, as a member of the President's Committee of the Southampton Hospital Foundation and the Naval War College Foundation. He is a trustee of the LM Charitable Gift Trust and a supporter of the Madison Square Boys and Girls Club and the Southampton Fresh Air Home. He is also a benefit committee member of the International Tennis Hall of Fame.
BNY Mellon Wealth Management is among the nation's leading wealth managers, with more than two centuries of experience in providing investment management, wealth and estate planning, and private banking services to financially successful individuals and families, their family offices and business enterprises, charitable gift programs, and endowments and foundations. It is among the top 10 U.S. wealth managers with $166 billion in private client assets and an extensive network of offices in the U.S. and internationally.
BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. It has $25.0 trillion in assets under custody and administration and $1.17 trillion in assets under management, services $12.0 trillion in outstanding debt and processes global payments averaging $1.6 trillion per day. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.