Dean Borgh Joins Accordant Investments Team

Rhea-AI Summary

Dean Borgh joins Accordant Investments as Executive Director – National Accounts, aiming to expand the distribution of private real estate solutions in the private wealth channel. The firm believes in the benefits of alternative investments like private real estate for long-term retail investors. Borgh's extensive industry experience enhances Accordant's ability to cater to the needs of advisers and private wealth investors.

Former Ares Wealth Management Executive to serve as Executive Director

SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- Dean Borgh has joined Accordant Investments LLC (“Accordant”) as Executive Director – National Accounts. Borgh is responsible for expanding the distribution of Accordant Investments’ solutions in the private wealth channel. Accordant believes most long-term retail investors would benefit from adding alternative strategies such as private real estate to their long-term asset allocation. Like many registered investment advisers, broker-dealer firms are now expanding their offerings to include alternative investments, and private real estate is often the first option they consider. Borgh’s experience working in those channels will enhance the firm’s abilities to bring the benefits of private real estate to those investors.

Dean Borgh (Photo: Business Wire)

“We are excited to add another executive to the Accordant team to assist in the broad distribution of our first-to-market real estate index interval fund and other purpose-built investment solutions,” Accordant CEO Greg Stark said. “Dean brings a wealth of knowledge and experience to help us continue addressing the needs of advisers and private wealth investors. As investors seek greater diversification in their portfolio, they should think of private real estate as a 'goldilocks' alternative; it has earnings growth and dividend yield characteristics of stocks and bonds yet the low correlation benefits investors seek in an alternative asset class.”

Borgh brings significant industry experience to the firm, previously serving as Principal within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares, he was Senior Vice President of Strategic Accounts at Black Creek Capital Markets, where he focused on building the selling group syndicates for Black Creek products and maximizing distribution opportunities for the firm's investment solutions within the independent, regional, wirehouse, and financial institution broker-dealer channels. He has also held senior management positions at Starwood Capital and W.P. Carey, where he developed strong industry relationships and built large distribution groups focused on the private wealth channel.

Borgh holds a bachelor’s degree from the University of Minnesota in Political Science and a Juris Doctor from Mitchell Hamline School of Law, and has his FINRA Series 6, 7, 24, and 63 licenses.

About Accordant

Accordant Investments LLC (“Accordant”) is a registered investment adviser headquartered in Scottsdale, Arizona. Leveraging a 40-year heritage of strategic alliances, Accordant creates easy-to-use investment solutions to deliver the benefits of private real estate investing to financial advisers and their clients.

For more about Accordant, please visit: www.accordantinvestments.com

Important Disclosures

Accordant Investments is not adopting, making a recommendation for, or endorsing any investment strategy or particular security or property mentioned in this letter. All opinions are subject to change without notice, and you should always obtain current information and perform due diligence before participating in any investment. All investing is subject to risk, including the possible loss of principal. All real estate investments have the potential for value loss during the life of the investment and the sponsor can make no assurances that any investment will achieve its objectives, goals, generate positive returns, or avoid losses.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240314853993/en/

For Investors: Contact us at 833-768-0622 or email at: info@accordantinvestments.com



For Media: email media@accordantinvestments.com

Source: Accordant Investments LLC

FAQ

What is Dean Borgh's role at Accordant Investments ?

Dean Borgh serves as Executive Director – National Accounts at Accordant Investments , focusing on expanding the distribution of private real estate solutions in the private wealth channel.

What are the benefits of alternative investments like private real estate for long-term retail investors?

Accordant Investments believes that adding alternative strategies such as private real estate to long-term asset allocation can benefit most long-term retail investors.

What is the significance of Dean Borgh's experience in the industry?

Dean Borgh's industry experience, including roles at Ares Wealth Management Solutions, Black Creek Capital Markets, Starwood Capital, and W.P. Carey, enhances Accordant's ability to bring private real estate solutions to investors.

What licenses does Dean Borgh hold?

Dean Borgh holds FINRA Series 6, 7, 24, and 63 licenses.