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Industry Spotlight > Broker Dealers

Former AIG Exec. to Focus on Private REITs (Aug. 11, 2008)

By Janet Levaux

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Investment firm W. P. Carey & Co. has announced the appointment of Mark M. Goldberg as president of Carey Financial, LLC, the company’s broker-dealer subsidiary. The unit is responsible for wholesaling its Corporate Property Associates (CPA) series of non-traded real estate investment trusts.

Gordon DuGan, CEO and president of W. P. Carey, says, “With more than 20 years of experience in the financial services industry, Mark brings a wealth of industry knowledge and contacts that we believe will support this commitment to our existing clients and also allow us to expand our relationships in the broker-dealer community.”

In February 2007, Goldberg set up his own shop, called Private Wealth Management in New York, to help wealth-management firms expand, engage in mergers & acquisitions and accomplish other means of business growth by providing them with loans, making purchases and following related strategies. He reportedly left that shop in April 2008.

Goldberg also served as CEO and president of independent broker-dealer AIG-Royal Alliance for several years, though he left that position and was replaced by Larry Roth in early 2006; Goldberg initially joined AIG in 1987. He also held senior management positions at SunAmerica Financial Network, AIG Securities-Tokyo, and Royal Alliance Associates.

“W. P. Carey’s 35 year history and cycle-tested investment strategy position the company well in an environment where investors are looking for portfolio diversification within the context of defined risk parameters,” says Goldberg. “… I look forward to applying my own background and expertise in the financial services industry to the firm’s sales and marketing efforts.”

Goldberg is a founding member and former director of the Financial Services Institute (FSI) and a licensed securities principal (Series 24).

W. P. Carey says its real estate holdings are comprised of more than 850 commercial and industrial assets in 28 industries and 14 countries.

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