Peter Nicoletti

About Peter Nicoletti

The Nicoletti Financial Group has the unique ability to deliver the vast resources of…

Experience

1. Managing Director Investments, the Nicoletti Financial Group - Stifel

   Stifel Financial Corp.

   Dec 2015 — Present · Palm Beach, FL, US

   Private Wealth Management: Getting to know each family’s goals and objectives is something that the team takes great pride in. Creating a plan to build wealth in a tax-efficient manner, preserving that wealth, and helping to navigate the eventual transition all are part of the team’s role. The Nicoletti Financial Group delivers portfolio strategies and allocations that address the needs of the individual. Peter serves as the lead portfolio manager and is a member of the Stifel Solutions Roundtable Group. Corporate Retirement Plans: The group acts as a 3(21) Investment Advisor Fiduciary for the majority of the plans they serve. While the most common type of retirement plan is a traditional 401(k), the team also often manages other types of benefit plans including: defined benefit, pension and cash balance plans, defined contribution, 403(b) plans, employee stock option plans (ESOP and LESOP), non-qualified deferred compensation plans, as well as employer SEP and SIMPLE IRA plans. The team has unique capabilities in merger and acquisition space and works closely with private equity groups and investment banking partners. Institutional Investment Consulting: From corporate cash management to the delicate work of managing assets for non-profit organizations, The Nicoletti Financial Group offers agnostic guidance through Stifel’s vigorous due diligence platform. Considering each unique mandate, the team offers a range of custom portfolios that deliver risk-adjusted returns while considering all asset classes. In addition, The Nicoletti Financial Group works closely with Stifel’s Investment Bank to provide their clientele, including business owners and executives, access to the full range of services including: strategic advisory, mergers and acquisitions, equity and debt capital raising, public offerings, and restructuring.