Speaker Details

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Mark Goldberg

President & CEO

Private Wealth Management


Mark Goldberg is president and CEO of Private Wealth Management, a firm he founded in February 2007 that provides capital to independently owned and operated wealth management companies. Mr. Goldberg is a leading figure in the evolution that has taken place in the financial services industry during the past 20 years. He is nationally recognized as a strategic thinker who successfully translates ideas into success. A trained speaker and master communicator, Mr. Goldberg's views are sought after and regularly published within the industry. His clear message today is that the independent financial advisor is an indispensable ally of, and the preferred financial intermediary for the American investor.