UNLOCK THE POWER OF THE VAULT

Mark Goldberg to Resign from W.P. Carey

June 7, 2017

Mark Goldberg to Resign from W.P. Carey

June 6, 2017 | The DI Wire

W.P. Carey (NYSE: WPC), publicly traded real estate investment trust and sponsor of non-traded investment programs, announced that Mark Goldberg is resigning as managing director and president of investment management to pursue other interests, according to a filing with the Securities and Exchange Commission. His resignation will be effective on July 10th.

Goldberg will also resign from his positions of chairman of the board of managers of WPC’s broker-dealer subsidiary, Carey Financial LLC, and as chief executive officer and president of Carey Credit Advisors LLC, the registered investment advisor for W. P. Carey.

Jason Fox, president of W. P. Carey, has been named chief executive officer and president of Carey Credit Advisors, while Trisha Miller will serve as chief executive officer of Carey Financial.

Read Full Article Here

 

Go Back
John E. Moriarty, ChFC
December 2015
February 3, 2016
    

I have been in the financial services industry for 20 years and our firm provides an education platform that gets clients to “think differently” about their financial picture.  For many years we have communicated to clients the need to diversify their portfolios using alternative asset classes and more specifically, private non-traded investments.  Due diligence on these types of financial vehicles is essential and when I learned about Blue Vault in 2010, our firm immediately began using their material as a tool to build confidence in the minds of our advisors on which alternatives to recommend to clients.  I am impressed with the way Blue Vault continues to add value to their subscribers and I view their publication as a tremendous resource in today’s complex world.