Peter Nicolas, Cfa

Peter Nicolas, Cfa Email and Phone Number

Vice President, Bonaventure Capital Markets @
Peter Nicolas, Cfa's Location
Marblehead, Massachusetts, United States, United States
Peter Nicolas, Cfa's Contact Details

Peter Nicolas, Cfa work email

Peter Nicolas, Cfa personal email

n/a

Peter Nicolas, Cfa phone numbers

About Peter Nicolas, Cfa

Experienced Senior Vice President with a demonstrated record of success in the investment management industry. Investment and business development professional with experience in institutional and retail markets. Strong professional skilled in Portfolio Management, Mutual Funds, Separately Managed Accounts, Alternative Investments, Business Development, and Investment Management. Record of building sales territories and consistently exceeding sales goals. Have been a top producing institutional business development officer at a multi-strategy hedge fund. Contact me at peternicolas@comcast.net.

Peter Nicolas, Cfa's Current Company Details
Bonaventure Capital Markets

Bonaventure Capital Markets

Vice President, Bonaventure Capital Markets
Peter Nicolas, Cfa Work Experience Details
  • Bonaventure Capital Markets
    Vice President
    Bonaventure Capital Markets Feb 2024 - Present
    Building national presence in Family Office (SFO, MFO), and RIA marketplace for Bonaventure's slate of multifamily real estate investments. Bonaventure has a 25-year track record of success in developing, managing, and acquiring multifamily assets with strong cash flows in the mid-Atlantic and southeast regions. Investment through Bonaventure Multifamily Income Trust (BMIT, an UPREIT structure), and individual properties. Our value ad proposition involves targeted property improvements with a goal to generate NOI growth of 15%-20% per year.
  • Bluerock Capital Markets
    Director, Ria/Family Office/Institutional
    Bluerock Capital Markets Nov 2018 - Present
    +Built RIA/FO/Institutional division+Established relationships with firms in eastern region and nationally
  • Navellier And Associates
    Senior Vice-President
    Navellier And Associates Mar 2011 - Oct 2018
    + Grew region from $28 million to $650 million.+ Increased number of producing advisors to over 500.+ Have led firm in new assets raised every year since 2011.
  • Cabot Money Management
    Director Of Institutional Sales
    Cabot Money Management Jun 2009 - Sep 2010
    Salem, Ma, Us
    + Directed Business Development in RIA, Endowment, and Foundation marketplace. + Developed branding, business/marketing plan, and restructured products for institutional marketplace. + Work on portfolio management matters with equity team.
    View
  • Tuckerbrook Alternative Investments
    Vp
    Tuckerbrook Alternative Investments Sep 2007 - Jun 2009
    + Business development leader with responsibilities in pension, endowment, and foundation marketplace.+ Led launch of long/short product in Canadian market.+ Developed and executed business plan to introduce short strategy in insurance marketplace.+ Led firm in assets raised in 2008.
  • Morgan Stanley Investment Management
    Vp
    Morgan Stanley Investment Management Aug 1997 - Jul 2007
    New York, Ny, Us
    View
  • Cigna Insurance
    Vice President
    Cigna Insurance 1995 - 1996
  • John Hancock Funds
    V.P. Bank Sales Director
    John Hancock Funds 1991 - 1994

Peter Nicolas, Cfa Skills

Finra Series 7 Licensed Portfolio Management Investments Alternative Investments Asset Management Mutual Funds Equities Wealth Management Series 7 Asset Allocation Retirement Planning Business Development Securities Institutional Sales Institutional Investments Investment Wholesaling Sales Sales Management Leadership Microsoft Office Financial Analysis Hedge Funds Financial Services Investment Management Investment Strategies Sales Presentations Rias Hold Series 7

Peter Nicolas, Cfa Education Details

  • Boston College
    Boston College
    Economics & Biology
  • Boston College Carroll School Of Management
    Boston College Carroll School Of Management
    Finance

Frequently Asked Questions about Peter Nicolas, Cfa

What company does Peter Nicolas, Cfa work for?

Peter Nicolas, Cfa works for Bonaventure Capital Markets

What is Peter Nicolas, Cfa's role at the current company?

Peter Nicolas, Cfa's current role is Vice President, Bonaventure Capital Markets.

What is Peter Nicolas, Cfa's email address?

Peter Nicolas, Cfa's email address is pe****@****ast.net

What is Peter Nicolas, Cfa's direct phone number?

Peter Nicolas, Cfa's direct phone number is +177578*****

What schools did Peter Nicolas, Cfa attend?

Peter Nicolas, Cfa attended Boston College, Boston College Carroll School Of Management.

What skills is Peter Nicolas, Cfa known for?

Peter Nicolas, Cfa has skills like Finra Series 7 Licensed, Portfolio Management, Investments, Alternative Investments, Asset Management, Mutual Funds, Equities, Wealth Management, Series 7, Asset Allocation, Retirement Planning, Business Development.

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