Peter Newman

FAQ About Peter Newman

• What is Peter Newman's address?

  Peter Newman is located at
  Burlington, Vermont, United States

• What is Peter Newman's job title?

  Peter Newman is a
  What does winning by not losing mean to you? We believe the equity in your business IS your risk allocation.... ...and, once you've decided to sell, there is no shortage of confusing information on what do to with your wealth. We help preserve your financial success by investing your personal liquid wealth in a more conservative manner with a strategy that runs parallel to your equity risk. And we work with business owners in all phases of the business lifecycle. Years in advance, in collaboration with their accountants and other advisors, we model out various business exit scenarios to understand taxes, cash flow, sustainability of income, generational gifting, as well as other important issues that have applicability to their situation. Middle market companies can avail themselves of our Private Sale Referral Network which helps owners obtain a price for their business that is greater than what a strategic buyer may offer. In short, our process is unique and very disciplined. If you're looking to cut through the clutter and noise around what to do with your wealth then we should talk. Merrill Lynch Wealth Management

• What industry does Peter Newman currently work in?

  Peter Newman currently works in the
  Merrill Lynch Wealth Management

• What is Peter Newman's area of expertise?

  Peter Newman specializes in
  What does winning by not losing mean to you? We believe the equity in your business IS your risk allocation.... ...and, once you've decided to sell, there is no shortage of confusing information on what do to with your wealth. We help preserve your financial success by investing your personal liquid wealth in a more conservative manner with a strategy that runs parallel to your equity risk. And we work with business owners in all phases of the business lifecycle. Years in advance, in collaboration with their accountants and other advisors, we model out various business exit scenarios to understand taxes, cash flow, sustainability of income, generational gifting, as well as other important issues that have applicability to their situation. Middle market companies can avail themselves of our Private Sale Referral Network which helps owners obtain a price for their business that is greater than what a strategic buyer may offer. In short, our process is unique and very disciplined. If you're looking to cut through the clutter and noise around what to do with your wealth then we should talk.

• Which languages does Peter Newman speak? 

  Peter Newman speaks the following languages:
  No languages available.

• Which industries has Peter Newman previously worked in?   

  Peter Newman has prior experience in the following industries:
  Clsa Americas , Caris , Thomas Weisel Partners , Gerard Klauer Mattison , Prudential Securities

• What is Peter Newman’s work experience?  

  Peter Newman has the following professional experience:
  Merrill Lynch Wealth Management , Clsa Americas , Caris , Thomas Weisel Partners , Gerard Klauer Mattison , Prudential Securities .

• How can I find Peter Newman on LinkedIn?  

  You can view Peter Newman’s
  LinkedIn profile at LinkedIn URL.

• What are Peter Newman’s work email addresses?  

  Peter Newman’s work email addresses are
  [email protected] .

• What company does Peter Newman work for?  

  Peter Newman works at
  Merrill Lynch Wealth Management