Peter Nielsen Email and Phone Number
Are you part of a busy family, a business owner, or a successful professional who wants to achieve family security? Do you need help with strategizing:* How to transfer business assets and wealth to the next generation?* How to incentivize key employees to stay in your business?* How best to care for family when they are older (or yourself when you’re older)?* How to provide for your children’s education?* How to meet the financial stresses associated with aging (and often ailing parents)?… all the while worrying if you will have enough money to retire? These concerns are amplified when caring for a loved one with special needs.The smartest move you can make today is to start planning for your future, as those decisions can help improve the future of your business, family, and retirement. In your position, you are bound to face some challenges that are unique to you, including:* Debt* Increase in taxes* Low-income flow* Inflation* Fluctuations in the market* High interest-rate loans* Income taxesI provide holistic wealth planning integrated with business ownership by integrating financial assets & business assets to optimally diversify risk. I help clients tackle challenges like risk management, executive stock options optimization, legacy planning, and efficient succession strategies. I have an accomplished track record in investment management and a deep understanding of your financial complexities for tax-efficient planning and asset/cash flow optimization.I work with Strategic Planning Group, which wants to be a transformational force in our community by creating sustainable wealth, a lasting legacy, charitable gifts, and purposeful financial plans by advocating for our valued clients and those people whom they care most about, by utilizing a process that protects and maximizes their wealth potential and allows for the control and enjoyment of that wealth.If you would like to explore how my process could benefit your future, then let’s chat. Whether or not we partner, I am confident that our call will be full of insights and actionable steps to help you achieve your goals. Contact me:peter@strategicplanninggroup.com | (360) 510-5181
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Financial Services ProfessionalStrategic Planning GroupGreenville, Sc, Us
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Financial Services ProfessionalStrategic Planning Group May 2023 - PresentGreenville-Spartanburg-Anderson, South Carolina AreaWith a wealth of experience in delivering superior client service, I specialize in investment management, third-party manager due diligence, and cross-functional data operations.Starting my journey in the financial services sector 17 years ago, I've grown to understand the intricacies of the industry and have applied my knowledge and skills to help clients navigate their financial paths. Over time, I've built a reputation for my meticulous due diligence process and my ability to make sound investment decisions.I am passionate about my work and I am constantly seeking to learn and evolve in this dynamic environment. While the financial market is uncertain, my clients trust me to make informed decisions on their behalf, which I value greatly. My commitment is to provide my clients the best possible service, helping them achieve their financial goals.In my role at Strategic Planning Group, I've worked with diverse clients, solving complex financial problems and making strategic decisions that align with their long-term goals. I've found that my ability to listen, understand, and act upon my client's needs has been key to my success. -
Adjunct Professor Of FinanceAnderson University Oct 2018 - PresentAnderson, South Carolina, United StatesUtilized both deep practical and theoretical knowledge of finance in instructing undergraduate classes. -
Portfolio Manager / Research DirectorIndependent Solutions Wealth Management Sep 2021 - Feb 2023
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Portfolio ManagerFoster Victor Wealth Advisors - Top 50 Emerging Ria Sep 2018 - Jun 2021Greenville, South Carolina, United StatesDeveloped comprehensive investment program for this fast growing wealth management firm. Delivered end-to-end portfolio consultancy and advisory to both individuals and institutional investors through investment and account management for a successful firm which grew assets from $260 million to $900 million. Served as point of contact for both financial advisors and clients by educating on portfolio and market insights and providing effective training to associates on investment best practices. ● Projected exceptional forward-thinking skills in designing and implementing portfolio strategies, including both strategic and tactical strategies.● Conceived. designed and implemented Growth, Value, and Equity Income stock portfolios that have outperformed respective style benchmarks and peer managers.● Established and executed a third-party manager research program.● Developed and implemented processes for performing due diligence on alternative investments. ● Performed in-depth capital markets research aligned with stakeholder’s needs.● Utilized high attention to detail in developing and enforcing more efficient risk factor framework for portfolio construction and manager due diligence. ● Acted as Investment Expert in client meetings.● Developed portfolio-specific marketing material and mentored advisors in their use. -
Chief Investment OfficerTradewinds Capital Management Nov 2016 - Nov 2017Bellingham, Washington AreaActed as resource for financial advisors to provide expert-level guidance and support on client portfolio positioning and security selection. Created and updated comprehensive material to lead and schedule meetings with prospective clients. Held full accountability to create, navigate, and disseminate monthly client newsletter. ● Provided operational leadership by improving and monitoring trading processes with rebalancing trades often exceeding $100M.● Conceptualized and constructed value-added portfolio strategies to meet client’s investment needs and expectations, including application of multi-asset class momentum-driven model. ● Led end-to-end third-party manager's due diligence through manager research, evaluation, selection, and supervision.● Analyzed asset fundamentals/valuation framework in relation to client taxation exposure to produce security recommendations for taxable accounts.
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Senior Investment Analyst & Portfolio ManagerSaturna Capital Corporation Jun 2007 - Oct 2016Bellingham, Washington AreaRecognized for accomplishing outstanding investment results in achieving five and four-star ratings from Morningstar in 2007-08 and 2009-10 respectively while serving as Portfolio Manager for the Sextant Core Fund. Also acted as Associate Portfolio Manager for the Saturna Sustainable Equity Fund for firm which grew assets from $750 million to $4.5 billion. Conducted in-depth fundamental research across geographies identifying securities for both Amana and Sextant fund families. Contributed to informed decision-making by compiling and presenting industry-wide insights and compelling marketing content through research reports and conferences. ● Adopted GARP-oriented investment philosophy to evaluate companies with strong balance sheets, excellent growth prospects, and high-quality management teams with strong prospects for long-term value creation.● Known for consistently extending annual benchmarks on investment recommendations. ● Drove substantial efforts to secure the highest rating with 31% excess return in my final year relative to other firm analysts. ● Produced innovative ideas to design and enforce an integrated sustainability/ESG stock scoring system that comprehensively minimized exposure to ineligible assets and improved the investment decision-making process. ● Provided exceptional support to retail and institutional clients by developing detailed marketing reports and presentations. ● Employed best practices for organization investment performance reporting in compliance with GIPS standards and protocols. -
Associate Portfolio ManagerBcimc Jun 2006 - Jun 2007Victoria, British ColumbiaUnderwrote institutional mortgage debt for large pension investor across three investment pools totaling $3.5 billion. ● Ensured strict compliance with pre-established contractual terms & conditions in advance of funding while employing high-quality communication skills in negotiating ad-hoc contractual changes as required.● Eliminated potential credit risks linked with real estate collateral through application of detailed research, critical thinking, value-judgment, and attention to detail.
Peter Nielsen Education Details
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Global Asset & Wealth Management Program
Frequently Asked Questions about Peter Nielsen
What company does Peter Nielsen work for?
Peter Nielsen works for Strategic Planning Group
What is Peter Nielsen's role at the current company?
Peter Nielsen's current role is Financial Services Professional.
What schools did Peter Nielsen attend?
Peter Nielsen attended Simon Fraser University.
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2alisongoodwin.com, highermindmedia.com5 +180259XXXXX
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Peter Nielsen
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