Managing Director
Current
Investment Banking Boutique
Strategic and financial advice for CEO, Boards of Directors, and Financial Entrepreneurs.
Jan 2013 - Present
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Peter Phelan Email & Phone Number
Managing Director at Investment Banking Boutique
at
Investment Banking Boutique
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✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Investment Banking Boutique
Role
Managing Director at Investment Banking Boutique
Location
New York City Metropolitan Area, United States
Who is Peter Phelan? Overview
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Quick answer
Peter Phelan is listed as Managing Director at Investment Banking Boutique at Investment Banking Boutique, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Peter Phelan.
Peter Phelan previously worked as Managing Director at Investment Banking Boutique and Managing Director, North American Financial Sponsor Group; Head of Infrastructure Coverage at Citi Global Markets. Peter Phelan holds Masters Of Business Administration (Mba), Corporate Finance from Columbia Business School.
Profile bio
About Peter Phelan
Investment banking advice to CEOs, Boards of Directors, CFOs, and financial entrepreneurs. Expertise in M&A advisory, corporate valuation, leveraged finance, and equity capital markets gains from hundreds of acquisition and exit transactions with large corporations, growth companies, and private equity investors across multiple sectors.
Current workplace
Peter Phelan's current company
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Investment Banking Boutique
5 roles
Peter Phelan work experience
A career timeline built from the work history available for this profile.
Managing Director, North American Financial Sponsor Group; Head Of Infrastructure Coverage
Citi Global Markets
Jan 2009 - Feb 2012
Managing Director And Co-Head Of North American Financial Sponsors Group
Citi Global Markets
Pursued proactive, engaged, idea-based coverage of leading private equity investors.
Jan 2004 - Dec 2008
Managing Director, North American Financial Sponsors Group
Citi Global Markets
Jun 1999 - Dec 2003
Managing Director, Financial Sponsors Group
Jan 1998 - May 1999
2 education records
Peter Phelan education
Masters Of Business Administration (Mba), Corporate Finance
Bachelor Of Arts - Ba
FAQ
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What company does Peter Phelan work for?
Peter Phelan works for Investment Banking Boutique.
What is Peter Phelan's role at Investment Banking Boutique?
Peter Phelan is listed as Managing Director at Investment Banking Boutique at Investment Banking Boutique.
Where is Peter Phelan based?
Peter Phelan is based in New York City Metropolitan Area, United States while working with Investment Banking Boutique.
What companies has Peter Phelan worked for?
Peter Phelan has worked for Investment Banking Boutique, Citi Global Markets, and Salomon Smith Barney Holdings Inc..
How can I contact Peter Phelan?
You can use AeroLeads to view verified contact signals for Peter Phelan at Investment Banking Boutique, including work email, phone, and LinkedIn data when available.
What schools did Peter Phelan attend?
Peter Phelan holds Masters Of Business Administration (Mba), Corporate Finance from Columbia Business School.
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