Peter Best

Peter Best Email and Phone Number

CEO and Owner @ Vallejo, CA, US
Vallejo, CA, US
Peter Best's Location
Vallejo, California, United States, United States
Peter Best's Contact Details

Peter Best personal email

About Peter Best

I’m a versatile and knowledgeable financial executive with a knack for making the most of financial resources and investments. I am equipped with strong management skills, a deep network and a broad understanding of business. My career includes years as a technology analyst for private equity investments and then I became a portfolio manager, and later a principal in investment firms. In addition to portfolio management, I’ve set up companies from the ground up, facilitated a turnover in company ownership, and helped a firm that was winding down save 75% in operating expenses. I also launched a solar start up and found its first deals. I’m interested in being part of a solid corporate management team using my expertise in Finance, Asset and Portfolio Management, and Financial Planning and Analysis. If there is anything I can do for you, or you have an opportunity you want to run by me, please feel free to reach out here on LinkedIn.

Peter Best's Current Company Details
DeltaVest Advisors, LLC

Deltavest Advisors, Llc

CEO and Owner
Vallejo, CA, US
Peter Best Work Experience Details
  • Deltavest Advisors, Llc
    Ceo And Owner
    Deltavest Advisors, Llc
    Vallejo, Ca, Us
  • Deltavest Advisors, Llc
    Ceo / Owner
    Deltavest Advisors, Llc Jan 2012 - Present
    San Rafael, Ca
    DeltaVest is my consulting firm, serving a small pool of private and corporate clients with investment opportunity analysis, valuation, business planning, financial analysis and strategies for raising capital.
  • Sra Capital Management
    Senior Analyst / Pm
    Sra Capital Management Aug 2009 - Dec 2011
    SRA Capital Management was a new division of parent Security Research Associates (SRA), an established broker dealer that wanted to expand into advisory services. They asked me to set the firm up from scratch, from regulatory filings and marketing development, as well as portfolio management and investment analysis and advice.
  • Danlin Corp.
    Business Development Principal
    Danlin Corp. Dec 2007 - Apr 2009
    San Rafael, Ca
    Invited to join the founding team for a solar subcontracting firm spun off from a successful commercial construction company. Learned the economics and science of solar and analyzed projects for profitability and cash flow. Built spreadsheets and processes to track purchasing agreements, designed automated modeling tools and set up an automated bid system for commercial and residential projects. Solidified a $5M multi-location school project before the financial crisis delayed the sale.
  • Mosaic Asset Management
    Portfolio Manager
    Mosaic Asset Management Dec 2004 - Jul 2006
    Came in as a principal, analyst and portfolio manager focusing on technology, semiconductor, software, hardware, telecom, internet infrastructure and services, and solar. When the owner decided to streamline the business, led efforts that reduced +$1M in annual operating costs to $250K, negotiated soft-dollar expenses and trade commissions, and extricated the company from a lease with six years remaining.
  • Presidio Management
    Portfolio Manger
    Presidio Management 2000 - 2004
    San Francisco, Ca
    Brought in to transition the firm’s ownership from the founding partners to the next generation. Managed portfolios and provided fundamental long and short ideas in technology, financial services and homebuilders, performing opportunity analyses on investment opportunities for returns of greater than 50%.
  • Shott Capital Management
    Portfolio Manger / Analyst
    Shott Capital Management 1991 - 2000
    San Francisco Bay Area
    Employee #3 of a new money management firm specializing in managing post-venture distribution of public securities distributed from private equity investments. Wore many hats including analyst, trader, portfolio manager, operations and bank liaison, and responsible for 75% of the firm’s asset as an Analyst. Created new integrated software program to automate analysis of distributions and monitor whether specific VC firms invest for short-term wealth or long-term growth; it was still in use when the company was sold in 2012. Helped us grow to 35 employees and $2.8B under management, maintaining CAGR of greater than 20% each year.
  • Gt Capital Management
    Analyst
    Gt Capital Management 1989 - 1991

Peter Best Skills

Hedge Funds Equities Equity Research Investments Financial Modeling Portfolio Management Alternative Investments Venture Capital Capital Markets Asset Managment Bloomberg Valuation Private Equity Financial Analysis Investment Banking Corporate Development Equity Valuation Trading Finance Financial Services Asset Management Investment Strategies

Peter Best Education Details

Frequently Asked Questions about Peter Best

What company does Peter Best work for?

Peter Best works for Deltavest Advisors, Llc

What is Peter Best's role at the current company?

Peter Best's current role is CEO and Owner.

What is Peter Best's email address?

Peter Best's email address is pe****@****hoo.com

What schools did Peter Best attend?

Peter Best attended Babson College.

What skills is Peter Best known for?

Peter Best has skills like Hedge Funds, Equities, Equity Research, Investments, Financial Modeling, Portfolio Management, Alternative Investments, Venture Capital, Capital Markets, Asset Managment, Bloomberg, Valuation.

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