BNY Mellon Wealth Management says he’s expanding his Dallas office with three new hires.
The hires are chris goldwho will serve as president of the Dallas market; Megan Steinbachwho will serve as senior private banker and Dan Pattersonwho will serve as senior wealth manager.
All three join Northern Trust and will report to the Regional President of the Central Region Todd Cardboardsays BNY Mellon Wealth.
“The Dallas office is thriving and attracting new clients and we are well positioned to add new talent to further support our Active Wealth framework,” Carlton said in a statement, referring to BNY’s financial approach. Mellon Wealth.
The five practices of Active Wealth – invest, borrow, spend, protect and manage – support long-term financial success with the potential to increase wealth accumulation by up to 5.2% on an annualized basis, according to the information on the BNY Mellon Wealth website.
Gold will lead the Dallas area and focus on client relationships, conflict of interest interactions and product, service and sales delivery, according to BNY Mellon Wealth. He served as Senior Managing Director at Northern Trust and previously held several senior management positions at Lazard Asset Management, Bank of America and EYaccording to BNY Mellon Wealth.
Steinbach will work with new and existing high net worth and ultra high net worth clients on a strategic credit and cash solutions management plan, according to BNY Mellon Wealth. She most recently served as a senior private banker at Northern Trust and previously held several positions at Frost Bankaccording to BNY Mellon Wealth.
Patterson will provide wealth management advice, including portfolio management and will provide strategic planning and advice to UHNW clients, according to BNY Mellon Wealth. He was a senior investment portfolio manager at Northern Trust and previously was an institutional fixed income portfolio manager at Pension investment advisoraccording to BNY Mellon Wealth.