Executive Partner
CurrentEvolve Wealth Advisors LP is an independent, full-service investment firm providing disciplined investment advice with a singular focus on clients.
Nov 2021 - Present
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Peter Henry Email & Phone Number
CEO & Partner at Evolve Wealth Advisors and Partner at Evolve Cross Border Partners
at
Evolve Wealth Advisors LP
1 work email found
@evolvecrossborder.com
2 phones found area 323
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
CEO & Partner at Evolve Wealth Advisors and Partner at Evolve Cross Border Partners
Location
Albuquerque, New Mexico, United States
Who is Peter Henry? Overview
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Quick answer
Peter Henry is listed as CEO & Partner at Evolve Wealth Advisors and Partner at Evolve Cross Border Partners at Evolve Wealth Advisors LP, based in Albuquerque, New Mexico, United States. AeroLeads shows a work email signal at evolvecrossborder.com, phone signal with area code 323, and a matched LinkedIn profile for Peter Henry.
Peter Henry previously worked as Executive Partner at Evolve Wealth Advisors Lp and Partner & Chief Executive Officer at Evolve Wealth Advisors Lp. Peter Henry holds Bachelor Of Arts (B.A.), B.A. from The University Of New Mexico.
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*@evolvecrossborder.com
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Profile bio
About Peter Henry
With over two decades of dedicated experience in wealth and investment management, capital markets, cross-border financial planning, equity, and debt capital markets, I have consistently demonstrated my expertise in various facets of the financial industry.Experience Highlights:Client Engagement: I have a proven track record of working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. My ability to connect with clients and build lasting relationships through effective face-to-face and written communication is a hallmark of my career. Business Development: Throughout my career, both in Canada and the U.S., I have excelled in business development, focusing on domestic capital markets and wealth management (Canada), cross-border client and domestic US wealth management client aggregation and retention. Notably, I played a pivotal role in expanding HNW and UHNW clientele at Evolve Cross Border Partners and Evolve Wealth Advisors as a founder and partner. At Evolve Cross Border, this involved collaborating with financial planning and cross-border tax experts, as well as providing innovative investment solutions for clients spanning Canada and the U.S. Similarly, i originated the U.S. investment advisory firm aggregating the talented professionals that constitute the business today. Director of Business Development: As the Director of Business Development at one of the largest cross border wealth management firms, I achieved significant success in growing the HNW and UHNW client base. I collaborated with financial planning and cross-border tax professionals to provide tailored investment solutions for clients with intricate cross-border investment needs.Additional Achievements: My career includes various accomplishments such as sourcing and negotiating US Joint Venture deals for a publicly-traded oil company, leading negotiations for asset acquisitions in West Africa, and facilitating Joint Ventures with renowned oil companies. I also gained valuable experience while working in marketing/sales (capital markets) with a premier independent energy research firm.Investment Committee Expertise: I have over a decade of investment committee experience having served on both US and Canadian wealth management investment committees. Board Leadership: I have held positions on the boards of two public companies and one private company, where I actively participated in committees such as Audit, Reserve, Special, and Compensation Committees.
Listed skills include Capital Markets, Mergers And Acquisitions, Corporate Finance, Investments, and 12 others.
Current workplace
Peter Henry's current company
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14 roles
Peter Henry work experience
A career timeline built from the work history available for this profile.
Partner & Chief Executive Officer
CurrentWealth Management, Financial Planning and Investment Management
Sep 2021 - Present
Partner At Evolve Cross Border Partners
CurrentEvolve Cross Border Partners offers comprehensive cross-border tax and financial planning services with extensive professional experience. Our firm specializes in financial planning for affluent and high net worth families, including small business planning, estate and tax planning. Additionally, our related investment management firm can help you achieve.
Feb 2021 - Present
Managing Partner
CurrentEvolve Cross Border Partners offers comprehensive cross-border tax and financial planning services with extensive professional experience. Our firm specializes in financial planning for affluent and high net worth families, including small business planning, estate and tax planning. Additionally, our related investment management firm can help you achieve.
Feb 2021 - Present
Partner
CurrentCross-Border Financial Planning, Small Business, Estate, Tax, Financial Planning, Pensions, Corporate-Executive Relocation Canada - US Tax Treaty
Feb 2020 - Present
Head Director Of Finance & Business Development
Apr 2018 - Feb 2020
Cross Border Finance And Business Development Executive
Aug 2017 - Feb 2020
President
Pacific Energy Consultants Inc
- Pacific Energy Consultants is an oil and gas consulting company and royalty owner.
- Lead consultant to joint ventures, working interests, royalties, volume production payments, production pre-purchase, lease banks, and debt restructuring in the U.S., Canada and Africa for various public and private.
- Assisted in private energy transactions in the U.S., Canada and internationally
- Business Development and Sales for Gee & Associates, Current US and international distribution channel, (Top Ranked Independent Oil & Gas Energy Research Group Unconventional Energy Research) with over $7 Trillion in.
Oct 2012 - Feb 2020
Vice President
- #1 Ranked RIA Fred Fern Barron’s, #1 RIA Morningstar, Top 300 RIA Financial Times
- Developed business and investor relationships with the managers and investment consultants at four TD AmeritradeCalifornia, Houston, Calgary, January 1, 2017 to PresentHNP Energy Partners is an Alternative Investments.
- Conducted seminars and lunch and learns with prospective clients. TDA, Branch Managers References available.
- Coordinated quarterly Investment reviews with clients.
Mar 2016 - Nov 2016
Independent Advisor
An exclusive wealth manager headquartered out of Calgary, Alberta. TriVest provides risk-managed investment solutions for high net-worth private clients, institutional investors, estates and trusts, endowments and foundations.
Jan 2012 - Nov 2016
Financial Advisor
Firstenergy Capital
- Managed a book of business with AUM > $100million working with Canadian ultra high net worth and high net worth families and accredited investors
- Clients ranged from energy portfolios managers of institutional capital to energy CEOs, CFOs, CPAs, executives of oil and gas energy companies, service companies, and commercial real estate
- Investment point of contact and strategy on client portfolios including Equity, Debt, Debentures, Alternative Investments
- Brought multiple corporate relationships to the firm
- Transitioned the practice from Canaccord Capital with very low attrition during the 2008 financial crisis
- Coordinated quarterly Investment reviews with clients and investment team and signed of fon strategy and know your clients documentation
Sep 2008 - Dec 2010
Institutional Equity Sales
- Helped start the Canaccord Calgary Institutional Sales & Trading Energy Desk in Calgary.
- Helped raise over $4billion in energy deals
- Constructively opened the door to Vancouver Institutional Accounts.
- Opened Accounts with some of Americas most respected Energy Fund managers (notably BP Capital (Boone Pickens)
- Investment Banking Advisory work
- Office Manger, Institutional Equity Sales, Calgary
Jan 2004 - Sep 2008
Investment Advisor, Wealth Management
- Built out wealth management practice, AUM >$100MM
- Managed and oversaw Wealth Management Team with two employees under my responsibility including SalesAssistant and Investment Advisor.
- Clients ranged from energy portfolios managers of institutional capital to energy CEOs, CFOs, CPAs, and executives ofoil and gas energy companies, service companies, and commercial real estate managers, doctors.
- Investment point of contact on investment strategy to client portfolios including Equity, Debt, Debentures, AlternativeInvestments. Coordinated client reviews.
- Coordinated quarterly Investment reviews with clients and investment team and signed off on strategy and knowyour clients documentation.
Jan 2004 - Sep 2008
High School
Edninburgh, Scotland
Jan 1986 - Jan 1989
1 education record
Peter Henry education
FAQ
Frequently asked questions about Peter Henry
Quick answers generated from the profile data available on this page.
What company does Peter Henry work for?
Peter Henry works for Evolve Wealth Advisors LP.
What is Peter Henry's role at Evolve Wealth Advisors LP?
Peter Henry is listed as CEO & Partner at Evolve Wealth Advisors and Partner at Evolve Cross Border Partners at Evolve Wealth Advisors LP.
What is Peter Henry's email address?
AeroLeads has found 1 work email signal at @evolvecrossborder.com for Peter Henry at Evolve Wealth Advisors LP.
What is Peter Henry's phone number?
AeroLeads has found 2 phone signal(s) with area code 323 for Peter Henry at Evolve Wealth Advisors LP.
Where is Peter Henry based?
Peter Henry is based in Albuquerque, New Mexico, United States while working with Evolve Wealth Advisors LP.
What companies has Peter Henry worked for?
Peter Henry has worked for Evolve Wealth Advisors Lp, Evolve Cross Border Partners, Keatsconnelly - Cross Border Wealth Management, Pacific Energy Consultants Inc, and Churchill Management Group.
How can I contact Peter Henry?
You can use AeroLeads to view verified contact signals for Peter Henry at Evolve Wealth Advisors LP, including work email, phone, and LinkedIn data when available.
What schools did Peter Henry attend?
Peter Henry holds Bachelor Of Arts (B.A.), B.A. from The University Of New Mexico.
What skills is Peter Henry known for?
Peter Henry is listed with skills including Capital Markets, Mergers And Acquisitions, Corporate Finance, Investments, Financial Modeling, Investment Banking, Portfolio Management, and Management.
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