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@nesvold.com
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Peter Nesvold, Esq., Cfa, Cpa is listed as Investment Banker | Professor | Author at Nesvold Capital Partners, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at nesvold.com, phone signal with area code 212, 347, and a matched LinkedIn profile for Peter Nesvold, Esq., Cfa, Cpa.
Peter Nesvold, Esq., Cfa, Cpa previously worked as Managing Partner at Nesvold Capital Partners and Board of Directors at Vestgen Wealth Partners. Peter Nesvold, Esq., Cfa, Cpa holds Ba, Economics from University Of Pennsylvania.
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AeroLeads found 1 current-domain work email signal for Peter Nesvold, Esq., Cfa, Cpa. Compare company email patterns before reaching out.
Peter is the Managing Partner of Nesvold Capital Partners (NCP), a preeminent merchant bank specializing in the wealth management industry and its broader ecosystem. He is a seasoned finance executive with a rare blend of legal, financial, and strategic expertise, holding credentials as a lawyer, CPA, and charterholder. With over 25 years of experience on Wall Street, he has built a distinguished career in asset and wealth management, earning recognition as one of the top five most impactful M&A bankers in the industry. Peter advises CEOs, fiduciary boards, and senior leaders on complex M&A transactions, succession planning, compensation and equity strategies, brand building, and recruitment.Previously, Peter was a partner and Chief Strategy Officer at Silver Lane Advisors, where he played a pivotal role in scaling the firm from startup to a top-ranked M&A advisor in wealth management (i.e., revenues grew six-fold in seven years, firm was ranked #1 by deal volume in its vertical), culminating in its sale to a Fortune 500 company. Peter subsequently departed to launch NCP, through which he acquired stakes in Stratos Wealth, Pure Financial, Pathstone, Republic Capital, XY Planning, Parkwoods, Vanilla, and Willow. Prior to Silver Lane, he was a Senior Managing Director at Bear Stearns and a “five-star” portfolio manager at Lazard Asset Management.Beyond his professional achievements, Peter is an Adjunct Professor at the Gabelli School of Business at Fordham University, an accomplished author of four books on M&A published by McGraw-Hill, and an active member of multiple fiduciary and advisory boards. He holds degrees from the University of Pennsylvania and Fordham Law, and previously was a dedicated long-distance runner, having completed 19 full marathons.
Listed skills include Private Equity, Equity Research, Lbo, Mergers, and 21 others.
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Nesvold Capital Partners (NCP) is a preeminent merchant bank specializing in wealth management and its broader ecosystem. NCP delivers CEO-level advisory services tailored to firms experiencing exponential growth or navigating transformative events. These events include mergers, acquisitions, recapitalizations, significant organic growth strategies, and.
VestGen Wealth Advisors is a wealth management firm with more than $5 billion of client assets.
Calverton, New York, US
Hampton Jitney is a pioneer in the transportation field. In 1974, Hampton Jitney started with one van and a commitment to providing the finest personalized transportation service between Eastern Long Island (The Hamptons) and Metropolitan New York. Today, the company services 750,000 passengers annually.
New York, NY, US
Mergers and acquisitions (M&A) are a fundamental element of corporate strategy, supplementing a business’s growth, diversification, and geographic footprint. Such transactions also pose opportunities for financial sponsors — such as private equity firms and activist investors — to create economic value by acquiring or buying into undervalued enterprises.
Beachwood, OH, US
Stratos Wealth is a family of companies that collectively advises on approximately $23 billion of client assets. The organization — which includes Stratos Wealth Partners, Stratos Wealth Advisors, Stratos Wealth Management, Stratos Wealth Enterprises, and Fundamentum — encompasses a national network of 300 experienced financial advisors and financial.
New York, New York, US
We are investment bankers who help asset and wealth management firms maximize long-term value.Like other bankers, we help clients with liquidity options, succession plans, and capital raises. Unlike others, we focus on cultural fit and transaction structure as critical elements of successful transactions. As such, we partner best with clients that value.
Oversaw approximately 50 investment bankers covering asset and wealth managers, banks and thrifts, insurance companies, specialty finance companies and BDCs.
New York, NY, US
Silver Lane Advisors, which was acquired by Raymond James effective April 2019, is a premier investment bank focused exclusively on the financial services industry. The firm is consistently ranked the #1 or #2 M&A advisor to Investment & Securities Firms (Source: SNL Financial), as well as a leading advisor on fintech M&A and bank M&A transactions.Silver.
Binghamton, NY, US
Mergers and acquisitions (M&A) are a fundamental element of corporate strategy, supplementing a business’s growth, diversification, and geographic footprint. Such transactions also pose opportunities for financial sponsors — such as private equity firms and activist investors — to create economic value by acquiring or buying into undervalued enterprises.
New York, New York, US
CFA Society New York (previously NYSSA) was founded in 1937 by a group of professionals that included Benjamin Graham, the "father of securities analysis" and one of the most influential individuals in the history of finance. With a membership of nearly 10,000, CFA Society New York is the largest CFA® society in North America and a founding member of the.
New York City, New York, US
Head of transportation and automotive-related equity research. Covered 30+ stocks across airfreight, logistics, trucking, railroads, rail equipment, auto OEMs, and auto parts. StarMine "Best Analysts" awards included #1 in Auto Components and #2 in Airfreight & Logistics. Served as a named fiduciary of the 401(k) and pension plans for both Jefferies LLC.
New York, NY, US
Portfolio manager/anayst on three-person SMid-cap product. Team grew product from $60 million in AUM to more than $750 million. Morningstar rated "five stars" for three-year performance, "four stars" overall.Responsibilities included materials, TMT, energy, autos, selected transports, and business services. Encompassed roughly 34% of the market and.
Montreal, QC, CA
Managed all aspects of dual coverage in the Transportation Equipment/Machinery and Auto sectors. Analyzed financial and industry developments to forecast potential impact to investment valuations. Rigorous focus on proprietary channel checks, which yielded a constant flow of actionable investment and trading ideas.Solid track record of deeply.
Founding Principal of middle-market focused M&A merchant bank and strategy consulting firm.
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Peter Nesvold, Esq., Cfa, Cpa works for Nesvold Capital Partners.
Peter Nesvold, Esq., Cfa, Cpa is listed as Investment Banker | Professor | Author at Nesvold Capital Partners.
AeroLeads has found 1 work email signal at @nesvold.com for Peter Nesvold, Esq., Cfa, Cpa at Nesvold Capital Partners.
AeroLeads has found 5 phone signal(s) with area code 212, 347 for Peter Nesvold, Esq., Cfa, Cpa at Nesvold Capital Partners.
Peter Nesvold, Esq., Cfa, Cpa is based in New York City Metropolitan Area, United States, United States while working with Nesvold Capital Partners.
Peter Nesvold, Esq., Cfa, Cpa has worked for Nesvold Capital Partners, Vestgen Wealth Partners, Hampton Jitney, Inc., Fordham University - Graduate School Of Business Administration, and Stratos Wealth Partners.
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Peter Nesvold, Esq., Cfa, Cpa holds Ba, Economics from University Of Pennsylvania.
Peter Nesvold, Esq., Cfa, Cpa is listed with skills including Private Equity, Equity Research, Lbo, Mergers, Valuation, Equities, Financial Modeling, and Mergers And Acquisitions.
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