BNY Mellon Wealth Management says it is expanding its Dallas office with three new hires.
The hires are Chris Gold, who will serve as Dallas market president; Megan Steinbach, who will serve as senior private banker and Dan Patterson, who will serve as senior wealth manager.
All three are joining from Northern Trust and will report to Central Region regional president Todd Carlton, BNY Mellon Wealth says.
“The Dallas office is thriving and attracting new clients and we are well placed to add new talent to further support our Active Wealth framework,” Carlton said in a statement, referencing BNY Mellon Wealth’s financial approach.
Active Wealth’s five practices — 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 information on BNY Mellon Wealth’s 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 a senior managing director at Northern Trust, and previously held a number of senior roles at Lazard Asset Management, Bank of America and EY, according to BNY Mellon Wealth.
Steinbach will work with new and existing high-net-worth and ultra-HNW clients on a strategic plan for managing credit and treasury solutions, according to BNY Mellon Wealth. She most recently served as senior private banker at Northern Trust, and previously held a number of roles at Frost Bank, according to BNY Mellon Wealth.
Patterson will provide wealth management advice, including portfolio management and providing strategic planning and advice to UHNW clients, according to BNY Mellon Wealth. He was a senior investment portfolio manager at Northern Trust, and prior to that, he served as an institutional fixed income portfolio manager at Provident Investment Counsel, according to BNY Mellon Wealth.