BRENT J. CAREY, CFA, ASA
PROFESSIONAL CFA Institute
ACCREDITATION Chartered Financial Analyst (CFA), 2000
American Society of Appraisers
Accredited Senior Appraiser (ASA), Business Valuation, 2001
PROFESSIONAL Financial Strategy Group, Inc.
EXPERIENCE Principal, 2003 – Present
Business Valuation
Complex Financial Analysis
Neff + Ricci LLP
Senior Manager, Financial Consulting, 2003
Pulakos & Alongi, Ltd.
Financial Consulting Manager, 1994-2003
United New Mexico Financial Corporation/United New Mexico Bank
Assistant Vice President, Investments & Funds Management, 1991-1994
Assistant Vice President, Corporate Financial Planning, 1990-1991
New Mexico Federal Savings & Loan Association
Executive Vice President, Chief Operating Officer, 1989
Senior Vice President, Operations, 1987-1988
Assistant Vice President, Assistant to the President, 1983-1985
EDUCATION Rice University
Jesse H. Jones Graduate School of Business
Master of Business Administration (Finance), May 1987
Johns Hopkins University
Bachelor of Arts (Economics), May 1983
PROFESSIONAL CFA Institute
ASSOCIATIONS CFA Society of New Mexico
Vice President, Program Chair, 2005 – 2007
American Society of Appraisers
New Mexico Chapter of the American Society of Appraisers
New Mexico Estate Planning Council
PROFESSIONAL American Society of Appraisers:
EDUCATION BV201: Introduction to Business Valuation (Part One), 1997
BV202: Introduction to Business Valuation (Part Two), 1997
BV203: Business Valuation Case Study, 1998
BV204: Business Valuation Selected Advanced Topics, 1999
BV206: Employee Stock Ownership Plans, 2000
Uniform Standards of Professional Appraisal Practice, 2015
PUBLICATIONS & Exit Strategies: Business Valuation
PRESENTATIONS UNM Continuing Education/DGBRC, 2016
2011 Probate Institute: Economic Trends and Business Valuations
New Mexico Bar Association, 2011
New IRS Guidelines Regarding Appraisal Requirements
Santa Fe Estate Planning Council, 2007
Is an LLC Right for You?
National Business Institute, 2006
Financial Valuation of Healthcare Providers
NM Chapter, Healthcare Financial Management Assn., 2005
Business Valuation Issues in Estate Planning
Santa Fe Estate Planning Council, 2005
Business Valuation of The Family Limited Partnership
NM Society of Certified Public Accountants, 2001 & 2002
Business Valuations in New Mexico, The Basics and Beyond
Lorman Education Services, 2001
New Mexico Business Succession Planning
National Business Institute, 2001