ATLANTA--(BUSINESS WIRE)--Feb 12, 2025--
SignatureFD, an award-winning integrated wealth management and advisory firm dedicated to helping clients transform their net worth into Net Worthwhile®, today announced the appointment of Peter Nesvold, JD, CFA®, CPA, a seasoned investor, author, and corporate strategist, to its Board of Directors. The addition of Nesvold underscores SignatureFD’s commitment to scaling its operations and exploring strategic growth opportunities.
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Peter Nesvold, Newly Appointed Board Member of SignatureFD (Photo: Business Wire)
Effective Feb. 1, 2025, Nesvold's appointment strengthens SignatureFD’s Board with unparalleled expertise in mergers and acquisitions (M&A), positioning the firm for thoughtful expansion and long-term value creation.
"Bringing Peter onto our Board is a pivotal step as we continue our trajectory of growth and innovation," said Heather Robertson Fortner, Chair of the Board and Chief Executive Officer of SignatureFD. "His extensive experience in firm strategy, M&A, and wealth management perfectly aligns with our vision to strategically expand our impact, both organically and through potential acquisitions."
With more than 25 years of experience on Wall Street, Nesvold has built a distinguished career in wealth and asset management. As Managing Partner of Nesvold Capital Partners, he has advised CEOs, fiduciary boards, and senior leadership teams on succession planning, brand development, M&A transactions, and equity strategies. Previously, as a partner and Chief Strategy Officer at Silver Lane Advisors, Nesvold played a key role in scaling the firm into a top-ranked M&A advisor in wealth management, culminating in its acquisition by a Fortune 500 company.
"Peter's blend of financial, legal, and strategic expertise will be invaluable as we explore new avenues for growth, including strategic partnerships and acquisitions that align with our culture and mission," added Fortner. "His vision for the future of wealth management aligns seamlessly with our goal to expand our reach while maintaining our client-first philosophy."
Nesvold’s leadership experience includes senior roles at Bear Stearns and Lazard Asset Management, where he served as a portfolio manager. A four-time published author on M&A, he currently serves as an adjunct professor at Fordham University’s Gabelli School of Business. His active investments in the wealth management and fintech sectors, with stakes in companies such as Vanilla and Willow, reflect his forward-thinking approach and commitment to industry innovation.
"SignatureFD is uniquely positioned to capitalize on the evolving wealth management landscape, with their wealth activation approach and a strong culture of excellence," said Peter Nesvold. "I am excited to join the Board at this exciting time, and I look forward to contributing to the firm’s ambitious plans for growth."
Nesvold joins an esteemed group of SignatureFD board members, including Eric Clarke; Doug Liptak, CFP®, CPA; David Fisher, CPA, CFA®, CFP®; Russ Cearley, CFA®; Todd Sheets, CFA®, CAIA®; Blake Williams, AFC®, CFP®; and Heather Fortner, Chair and CEO.
About SignatureFD
At SignatureFD, we believe that wealth is more than just numbers; it’s a tool to achieve something truly worthwhile – for yourself, your loved ones, and your community. Through integrated wealth management services, we help clients create a financial design for life to protect, grow, give, and live their wealth – ultimately transforming their net worth into Net Worthwhile®. Our highly capable and collaborative team of investment and financial planning experts is committed to proactively helping clients achieve their goals. SignatureFD has over 100 professionals managing $9.1B+ in client assets, with a client retention rate of 97% since opening its doors in 1997.* For more information, visit www.signaturefd.com.
*Retention rate compiled exclusively by SignatureFD. The retention ratio should not be construed as a guarantee of future performance or an endorsement by clients.
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KEYWORD: GEORGIA UNITED STATES NORTH AMERICA
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SOURCE: SignatureFD
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PUB: 02/12/2025 10:00 AM/DISC: 02/12/2025 10:02 AM
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