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Norman P. Goldberg

Chief Fiduciary Officer

Located in the Washington, D.C. office, Mr. Goldberg serves as the fiduciary officer for many of the high profile clients of Evercore Trust Company, as he brings a great depth of experience and knowledge related to ERISA and fiduciary matters. Mr. Goldberg directs our financial analysis and legal groups. Mr. Goldberg's previous affiliations include serving as the supervising attorney for the Office of the Solicitor of the Department of Labor, where he was responsible for overseeing most of the litigation initiated by the Department of Labor under ERISA between 1977 and 1985. Mr. Goldberg served with two financial services firms specializing in ERISA prior to joining our team in 1993. He has a national reputation and is noted for his fiduciary expertise with respect to employee benefit plans subject to ERISA. Mr. Goldberg is also a frequent lecturer on employee benefit plans and fiduciary responsibilities and has published numerous articles.

Mr. Goldberg received his B.A. in Political Science from Brandeis University and his J.D. from Georgetown University.

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Recent Transactions

  • February 5, 2013

    Dell

    $18.2 billion
    Advising Special Committee of the Board of Directors of Dell on Dell's sale to Michael Dell and Silver Lake Partners
  • January 16, 2013

    Primaris Retail REIT

    $4.5 billion
    Advised Primaris Retail REIT on its sale to H&R REIT
  • October 23, 2012

    Ally Financial

    $4.1 billion
    Advising Ally Financial on the sale of its Canadian operations to Royal Bank of Canada