Julian D. Goldberg
...Julian is Managing Member of Lease Back Partners and is the President of the Los Angeles based firm Goldberg, Allen, Lane and Lothrop, Inc., a real estate investment firm that specializes in the purchase of Single Tenant Triple Net-Leased real estate worldwide.
entered the securities business in 1964 with J. Barth & Company
, a regional New York Stock Exchange firm, as a retail Municipal and Corporate Bond Broker.In 1966 he became an Institutional Municipal and Corporate Bond Broker, servicing Pension Funds, Commercial Banks, and Insurance Companies.His
clients included Metropolitan Life Insurance Company, Allstate Insurance, Title Insurance And Trust Company, New York State Teachers Pension Fund, Mutual
Of New York, Bank Of America, Wells Fargo Bank, and Union Bank
.In 1967, he
was asked by Shearson Hamill & Co.
, a New York Stock Exchange firm to head their Institutional Bond Department, which encompassed servicing the portfolios of major United States Institutions, overseeing Corporate and Municipal trading desks and pursuing Corporate and Municipal Bond underwritings.Some of the Municipal Bond underwitings brought to market as a syndicate member or as the head underwriter include State Of California, $100MM General Obligation Bond, City Of San Francisco General Obligation Bond $100MM, Los Angeles Department Of Water And Power
, Revenue Bond $100MM California City, Assessment Bond $25MM, State Of Washington, General Obligation Bond $100MM, City Of San Diego, General Obligation Bond $100MM, Marina Del Rey, Revenue Bonds $50MM, New York City, General Obligation Bond $100MM, and New York State, General Obligation Bond $100MM.Julian has a BA Degree in Finance and a MBA in finance from UCLA.
Following is a partial list of transactions that Goldberg
, Allen, Lane and Lothrop, Inc.
and its partnerships have successfully completed:
communicates on a regular basis with his
Wall Street Investment Banking colleagues on a Senior Managing Director's level.