Opto Investments
Mark Goldberg is currently an advisor at Opto Investments. Prior to this, they were the CEO and President of St. Mary's Healthcare System for Children, Royal Alliance Associates, Inc, and Apollo Global Management Inc. Mark also held the position of President, Investment Management at W. P. Carey Inc. from April 2008 to June 2017. In addition, they were the CEO and President of Private Wealth Management from April 2006 to March 2008, and Chairman of Carey Financial, LLC from March 2015 to June 2017. Mark is also a board member of the Invest in Others Charitable Foundation.
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Opto Investments
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Opto Investments mission is to ensure that the financial system is routing money to the best ideas while helping people build and protect their long-term financial health. Their investment platform provides financial advisors with expert insights and tools to help them discover, execute, and service private investment strategies that help their clients build long term wealth.