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Peter Coe Verbica, Jd, Cfp®, Crpc® Email & Phone Number

Managing Director at Silicon Private Wealth and Managing Director emeritus at Viant Capital at Silicon Private Wealth
Location: San Francisco Bay Area, United States, United States 17 work roles 7 schools
1 work email found @ml.com 1 phone found area 408 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email p****@ml.com
Direct phone (408) ***-****
LinkedIn Profile matched
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Current company
Role
Managing Director at Silicon Private Wealth and Managing Director emeritus at Viant Capital
Location
San Francisco Bay Area, United States, United States

Who is Peter Coe Verbica, Jd, Cfp®, Crpc®? Overview

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Quick answer

Peter Coe Verbica, Jd, Cfp®, Crpc® is listed as Managing Director at Silicon Private Wealth and Managing Director emeritus at Viant Capital at Silicon Private Wealth, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at ml.com, phone signal with area code 408, and a matched LinkedIn profile for Peter Coe Verbica, Jd, Cfp®, Crpc®.

Peter Coe Verbica, Jd, Cfp®, Crpc® previously worked as Managing Director at Silicon Private Wealth and Moderator and Host at Verb­™ Presents Speaker Series. Peter Coe Verbica, Jd, Cfp®, Crpc® holds Jd, Law from Santa Clara University School Of Law.

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Email format at Silicon Private Wealth

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*@ml.com
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Profile bio

About Peter Coe Verbica, Jd, Cfp®, Crpc®

• Experienced leader in the investment banking, private equity and real estate industries, with expertise in property management, leasing, acquisition, disposition, and brokerage.• CFP® Certified Financial Planner™ designation. Chartered Retirement Planning Counselor℠ CRPC® designation. Managing Director at Silicon Private Wealth, a Registered Investment Advisor, and at Viant Capital, an investment bank.• Seasoned private equity investor and entrepreneur with experience as manager of three VC funds• Acquired hands-on experience working in the high technology/security industry, including serving as CFO of a subcontractor to a major systems integrator.• Skilled fundraiser of millions of dollars of investment capital• Oversaw the management and disposition of 4,100 acres in Silicon Valley to a subsidiary of a Fortune 10 company, 110,000+ s.f. of commercial properties, and 10,000+ acres in Maine and New Hampshire. Member, American Apartment Owners Association.Disclaimer:Silicon Private Wealth is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Silicon Private Wealth and its representatives are properly licensed or exempt from licensure. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Advisor representative registration requirements, or an applicable exemption or exclusion. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.As a registered investment advisory firm, we are permitted to post or publish any form of testimonial which is related to our investment advisory services provided certain disclosures. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we include required disclosures when accepting any recommendations or endorsements.Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Silicon Private Wealth does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.

Listed skills include Portfolio Management, Mergers And Acquisitions, Marketing, Management, and 46 others.

Current workplace

Peter Coe Verbica, Jd, Cfp®, Crpc®'s current company

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Silicon Private Wealth
Silicon Private Wealth
Managing Director at Silicon Private Wealth and Managing Director emeritus at Viant Capital
AeroLeads page
17 roles · 6 years

Peter Coe Verbica, Jd, Cfp®, Crpc® work experience

A career timeline built from the work history available for this profile.

Managing Director

Current

"ABOUT SPWAs a firm with deep roots in the San Francisco Bay Area, SPW has a strong commitment to the betterment of the quality of life in the communities we serve.Our principals, portfolio managers and team members are actively involved with, and support, a wide range of local institutions and causes, and many of them serve on nonprofit boards of.

Aug 2020 - Present

Moderator And Host

Current
Verb­™ Presents Speaker Series

Peter Coe Verbica, JD, CRPC®, CFP® is a Certified Financial Planner® who serves as moderator and host of the popular Verb™ Presents Speaker Series which covers a wide range of intriguing topics. Guests have included: * Bill Crowell, Partner at Alsop Louise Partners and former Deputy Director of the National Security Agency who spoke on Cybersecurity, *.

Oct 2020 - Present

Chairman

Current
Santa Cruz County Republican Central Committee

The Santa Cruz County Republican Central Committee provides a common sense alternative for fiscal conservatives. Mr. Verbica formerly served as the Committee's Vice Chair. He is also a member of the Chairmen's Association, representing Santa Cruz, Monterey and San Benito counties. He has served on the State Platform Committee, is a state GOP delegate and.

Feb 2023 - Present

Co-Founder

Current
Spyra Beauty, Inc.

Spyra Beauty, Inc. is a group of preeminent engineers, marketing professionals and advisors reimagining the world of beauty.

Aug 2022 - Present

Early Stage Investor

Current
Swirepay Inc.

“Developer friendly payments platform built ground up with everything business needs including payments, payouts, payroll, and AI powered lending in one place.Payment CollectionLeverage integrated machine learning platform to digitize point of sale collection process including cash and checks and seamlessly process payments online.Categorizing ExpensesSend.

2022 - Present ~4 yrs 4 mos

Founding Investor

Current
Grafhopper Inc

Grafhopper Inc is a stealth company doing exciting work in enterprise intelligence. It was founded by IIT and Mphasis alumni, Aman Walia and Abhijit Shetti. Oracle founder Ed Oates and Proctor & Gamble veteran Tony Saldanha serve as Advisory Board members.

Apr 2021 - Present

Advisor & Investor

Current

Miami, FL, US

Memoria is an IT company which helps its users share easily, start a meeting in moments from any computer, and provides automatic audio and text-based transcripts for every call (no more note taking!). In addition, Memoria provides all-in-one meeting management, including chats, calendar, transcripts, and team notes all conveniently stored in one place..

2020 - Present ~6 yrs 4 mos

Managing Director, Viant Capital

San Francisco, CA, US

"Viant Capital is the investment banking and financial advisory services arm of Viant Group. We deliver top quality investment banking and financial advisory services to emerging, high growth companies. Located in San Francisco, our team has a diverse set of backgrounds, including investment banking, corporate law, entrepreneurship, operations and.

Aug 2020 - Feb 2024

Candidate, Republican, 2022 General Election, State Of California Board Of Equalization, District 2

Common Sense Candidate - Endorsed By The Howard Jarvis Taxpayers Association Pac

The mission of the BOE is "to serve Californians through fair, effective, and efficient tax administration insupport of state and local governments." Peter Coe Verbica is running as a common sense candidate for the California State Board of Equalization, District 2, 2022.

Feb 2022 - Nov 2022

Founder & Manager

All-American Cowboy Funds® Management Llc

Peter Coe Verbica, JD, CFP® joins All-American Cowboy Funds® Management LLC (aka “Cowboy Funds®”) as its driver and manager. He brings deep expertise in the field of real estate, including property management, complex transactional experience, value-add project management, brokerage, finance and portfolio analysis. Cowboy Funds® seeks to manage investment.

Feb 2020 - Dec 2020

Assistant Vice President, Senior Financial Advisor, Portfolio Manager

New York, NY, US

Advised high-net worth clients on wealth management issues, including risk mitigation, portfolio advisory services and credit facilities.

Apr 2012 - Feb 2020

Adjunct Associate Professor

San Jose, CA, US

Taught "Principles of Investments" in the Economics Department at San Jose State University. Course covers a wide variety of topics, including MPT, CAPM, dividend growth models, time value of money exercises, and various financial ratios. Guest lecturers have included the former portfolio manager of the Hewlett Foundation, serial entrepreneurs, and venture.

Aug 2014 - Dec 2019

Managing Member Emeritus

AU

Venture Capital Fund of Funds, which participated in Entercept (acquired by McAfee), Cavium Networks, Bay Packets (adquired by General Bandwidth), Instraspect (acquired by Vignette), Orative (acquired by CISCO), Passmark Security (acquired by RSA Security), AuthenTec (acquired by Apple) and other holdings.

Jun 2001 - Sep 2012

Broker-Associate

Capitola, CA, US

  • Secured and generated multi-million dollar real estate brokerage transactions for retail and commercial properties with a firm often ranked as the #1 Residential Real Estate Firm in the county.
  • Ranked in the top deciles of producers and named President’s Club Champion in 2008 and 2010.
  • Served as the Finance Chair and Board Member of the Santa Cruz Association of Realtors Housing Foundation.
Jun 2006 - Feb 2012

Managing Member Emeritus

Security Technology Ventures, Llc
  • Served as CFO of portfolio company which was as a subcontractor to a major systems integrator and was a member of a multi-billion program bid team.
  • Assisted with stock option compensation, subcontracts, intellectual property issues, teaming agreements and work orders.
Dec 2001 - Dec 2011

Team Leader, Venture Services Group

Robertson Stephens (Subsequently Purchased By Bankamerica)

Led team within the Venture Services Group at Robertson Stephens, a boutique high-technology investment bank, which served a client base of VC firms and their limited partner investors.Introduced key relationships to the firm's Investment Banking Group, including the management of Tickets.com, which traded on the NASDAQ, and was subsequently purchased by a.

Oct 1997 - Mar 1998

Associate Vice President

Dean Witter Reynolds, Inc. (Subsequently Known As Morgan Stanley)
  • Became one of the youngest financial officers of the firm, generating and servicing over 1,000 retail and institutional accounts.
  • Top performance with respect to Public Storage limited partnership sales.
  • Helped build the company’s in-house managed fund business through the sales of proprietary mutual funds.
  • Established and directed an innovative internship program for SCU Business School students.
Jan 1984 - Jun 1988
7 education records

Peter Coe Verbica, Jd, Cfp®, Crpc® education

Jd, Law

Santa Clara University School Of Law

Ms, Real Estate Development

Massachusetts Institute Of Technology

Ba, English

Santa Clara University

High School

Bellarmine College Preparatory

Certificate In Financial Planning, Financial Planning And Services

Kaplan University

Crpc® Designation, Retirement Planning

College For Financial Planning

Master'S Of Science

Massachusetts Institute Of Technology
FAQ

Frequently asked questions about Peter Coe Verbica, Jd, Cfp®, Crpc®

Quick answers generated from the profile data available on this page.

What company does Peter Coe Verbica, Jd, Cfp®, Crpc® work for?

Peter Coe Verbica, Jd, Cfp®, Crpc® works for Silicon Private Wealth.

What is Peter Coe Verbica, Jd, Cfp®, Crpc®'s role at Silicon Private Wealth?

Peter Coe Verbica, Jd, Cfp®, Crpc® is listed as Managing Director at Silicon Private Wealth and Managing Director emeritus at Viant Capital at Silicon Private Wealth.

What is Peter Coe Verbica, Jd, Cfp®, Crpc®'s email address?

AeroLeads has found 1 work email signal at @ml.com for Peter Coe Verbica, Jd, Cfp®, Crpc® at Silicon Private Wealth.

What is Peter Coe Verbica, Jd, Cfp®, Crpc®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 408 for Peter Coe Verbica, Jd, Cfp®, Crpc® at Silicon Private Wealth.

Where is Peter Coe Verbica, Jd, Cfp®, Crpc® based?

Peter Coe Verbica, Jd, Cfp®, Crpc® is based in San Francisco Bay Area, United States, United States while working with Silicon Private Wealth.

What companies has Peter Coe Verbica, Jd, Cfp®, Crpc® worked for?

Peter Coe Verbica, Jd, Cfp®, Crpc® has worked for Silicon Private Wealth, Verb­™ Presents Speaker Series, Santa Cruz County Republican Central Committee, Spyra Beauty, Inc., and Swirepay Inc..

How can I contact Peter Coe Verbica, Jd, Cfp®, Crpc®?

You can use AeroLeads to view verified contact signals for Peter Coe Verbica, Jd, Cfp®, Crpc® at Silicon Private Wealth, including work email, phone, and LinkedIn data when available.

What schools did Peter Coe Verbica, Jd, Cfp®, Crpc® attend?

Peter Coe Verbica, Jd, Cfp®, Crpc® holds Jd, Law from Santa Clara University School Of Law.

What skills is Peter Coe Verbica, Jd, Cfp®, Crpc® known for?

Peter Coe Verbica, Jd, Cfp®, Crpc® is listed with skills including Portfolio Management, Mergers And Acquisitions, Marketing, Management, Finance, Entrepreneurship, Investors, and Real Estate.

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