Peter Coe Verbica, Jd, Cfp®, Crpc® Email and Phone Number
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• 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.
Silicon Private Wealth
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Managing DirectorSilicon Private Wealth Aug 2020 - Present"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 directors, school boards and other community groups. Our firm also frequently contributes its time and expertise to important non-profit institutions, in addition to sponsoring local events and fulfilling our own established philanthropic goals.We enable philanthropic giving for many of our clients who give in many different ways. Our custodian and other community foundations give us a number of viable vehicles for clients to establish their own donor-advised philanthropic funds."
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Moderator And HostVerb™ Presents Speaker Series Oct 2020 - PresentPeter 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, * Rear Admiral John W. Bitoff, USN (Ret.) who presented on the importance of civility, * Rex Hime, President & CEO of the California Business Properties Association who spoke on The Split-Roll Initiative, * Sean Flynn, Ph.D., Chair of the Scripps College Economics Department and author of the popular Econ for Dummies book who discussed California's exodus of businesses, * Roland G. Murphy, founder of the RGM Watch Co., who spoke on his founding of “America’s Premier Watchmaker,” and* Steven Pifer, US Ambassador to Ukraine (ret.) and William Perry Fellow at Stanford’s Center for International Security and Cooperation, who presented "East-West Geopolitics and Why Ukraine Matters."For more information on how to attend a presentation, please email peter@siliconprivatewealth.com
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ChairmanSanta Cruz County Republican Central Committee Feb 2023 - PresentThe 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 won a top-two position in the General Election when running for the State of California Board of Equalization.
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Co-FounderSpyra Beauty, Inc. Aug 2022 - PresentSpyra Beauty, Inc. is a group of preeminent engineers, marketing professionals and advisors reimagining the world of beauty.
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Early Stage InvestorSwirepay Inc. 2022 - Present“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 digital payments to your vendors using card, digital check or account transfer while our inbuilt algorithms help you categorise all expenses for easy reconciliation.Working CapitalNever run out of working capital. Leverage Swirepay's deep learning engine to get your next Purchase Order and Invoice financed from a marketplace of lenders.Plug-and-PlayUtilize integrations and compliant data pipelines to integrate accounting information with applications on cloud or on secure intranet with zero development time.Empower your AccountsReceivable and PayableSingle ecosystem to provide end-to-end solution for Accounts Receivable and Accounts Payable.”
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Founding InvestorGrafhopper Inc Apr 2021 - PresentGrafhopper 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.
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Advisor & InvestorMemoria Inc. 2020 - PresentMiami , Fl, UsMemoria 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. Group functionality allows the creation of one or more groups to communicate directly with specific team members or project owners, streamlining how teams interact. (Source: Memoria-Inc.com). -
Managing Director, Viant CapitalViant Group Aug 2020 - Feb 2024San 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 engineering."Completed continued education in topics such as Regulation Best Interest Compliance for Broker Dealer Representatives and Principals, Mergers and Acquisitions, Cybersecurity: Modern Regulatory Resources and Case Studies, Conducting Business in a Pandemic: BCP and Regulatory Guidance, Anti-Money Laundering: Beneficial Ownership and Red Flags for Institutional Clients, Advanced Private Placements, Advanced Look at Insider Trading, Annual Compliance Meeting: Business Practices, Security Best Practices for Remote Workers Amid COVID-19, Regulation D Private Placements, Customer Due Diligence, and more. -
Candidate, Republican, 2022 General Election, State Of California Board Of Equalization, District 2Common Sense Candidate - Endorsed By The Howard Jarvis Taxpayers Association Pac Feb 2022 - Nov 2022The 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.
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Founder & ManagerAll-American Cowboy Funds® Management Llc Feb 2020 - Dec 2020Peter 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 funds comprised of multi-family residential real estate in the fastest growing cities in the US, West of the Mississippi and outside California. Fund advisors include Case Swenson, David Mariani, Lance Tate and Jim Castellanos. Peter has worked at investment banks and obtained his JD from SCU and his MS in Real Estate Development from MIT. He has served as President of CCR and SPARC, VP of the SJ Symphony Fdn., and VP of the Pine Ridge Assoc. at Henry W. Coe State Park. Raised on a commercial cattle ranch, he learned the value of a strong work ethic. Peter steadfastly believes that “America should be owned by Americans.™”
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Assistant Vice President, Senior Financial Advisor, Portfolio ManagerMerrill Lynch Apr 2012 - Feb 2020New York, Ny, UsAdvised high-net worth clients on wealth management issues, including risk mitigation, portfolio advisory services and credit facilities. -
Adjunct Associate ProfessorSan Jose State University Aug 2014 - Dec 2019San Jose, Ca, UsTaught "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 capitalists. -
Managing Member EmeritusFirestarter Partners, Llc Jun 2001 - Sep 2012AuVenture 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. -
Broker-AssociateDavid Lyng Real Estate Jun 2006 - Feb 2012Capitola, 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. -
Managing Member EmeritusSecurity Technology Ventures, Llc Dec 2001 - Dec 2011• 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.
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Team Leader, Venture Services GroupRobertson Stephens (Subsequently Purchased By Bankamerica) Oct 1997 - Mar 1998Led 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 division of Major League Baseball.Completed the Venture Capital Institute's In-residence program in Atlanta, GA.
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Associate Vice PresidentDean Witter Reynolds, Inc. (Subsequently Known As Morgan Stanley) Jan 1984 - Jun 1988• 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.
Peter Coe Verbica, Jd, Cfp®, Crpc® Skills
Peter Coe Verbica, Jd, Cfp®, Crpc® Education Details
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Santa Clara University School Of LawLaw -
Massachusetts Institute Of TechnologyReal Estate Development
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Santa Clara UniversityEnglish
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Bellarmine College PreparatoryHigh School
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Kaplan UniversityFinancial Planning And Services
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College For Financial PlanningRetirement Planning
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Massachusetts Institute Of TechnologyMaster'S Of Science
Frequently Asked Questions about Peter Coe Verbica, Jd, Cfp®, Crpc®
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 the current company?
Peter Coe Verbica, Jd, Cfp®, Crpc®'s current role is Managing Director at Silicon Private Wealth and Managing Director emeritus at Viant Capital.
What is Peter Coe Verbica, Jd, Cfp®, Crpc®'s email address?
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What is Peter Coe Verbica, Jd, Cfp®, Crpc®'s direct phone number?
Peter Coe Verbica, Jd, Cfp®, Crpc®'s direct phone number is +140883*****
What schools did Peter Coe Verbica, Jd, Cfp®, Crpc® attend?
Peter Coe Verbica, Jd, Cfp®, Crpc® attended Santa Clara University School Of Law, Massachusetts Institute Of Technology, Santa Clara University, Bellarmine College Preparatory, Kaplan University, College For Financial Planning, Massachusetts Institute Of Technology.
What are some of Peter Coe Verbica, Jd, Cfp®, Crpc®'s interests?
Peter Coe Verbica, Jd, Cfp®, Crpc® has interest in Men's 3, Usta, Mixed Doubles 6, 2007 8, Captain, 2008, 2007.
What skills is Peter Coe Verbica, Jd, Cfp®, Crpc® known for?
Peter Coe Verbica, Jd, Cfp®, Crpc® has skills like Portfolio Management, Mergers And Acquisitions, Marketing, Management, Finance, Entrepreneurship, Investors, Real Estate, Mergers, Venture Capital, Commercial Real Estate, Start Ups.
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