SignatureFD Adds M&A Expert Peter Nesvold to Board for Strategic Growth
SignatureFD, a highly regarded and award-winning integrated wealth management and advisory firm, has taken a significant step in its strategic expansion efforts by appointing Peter Nesvold, JD, CFA®, CPA, to its Board of Directors. Nesvold, a seasoned investor, author, and corporate strategist, brings with him an extensive background in mergers and acquisitions (M&A), financial services, and corporate strategy, reinforcing SignatureFD’s commitment to growth and long-term value creation.
The appointment, which becomes effective on February 1, 2025, signals SignatureFD’s continued dedication to scaling its operations while maintaining its core mission of helping clients transform their net worth into what the firm calls “Net Worthwhile®.” With the addition of Nesvold, the firm is positioning itself to explore new strategic growth opportunities, expand its reach, and further solidify its reputation as a leader in wealth management.
A Strategic Move Toward Expansion
The decision to bring Nesvold onto the Board reflects SignatureFD’s ambitions to enhance its capabilities in M&A and strategic partnerships. Heather Robertson Fortner, Chair of the Board and Chief Executive Officer of SignatureFD, expressed her enthusiasm for this pivotal move, stating, “Bringing Peter onto our Board is a significant milestone in our continued growth and innovation journey. His extensive experience in firm strategy, M&A, and wealth management aligns perfectly with our vision for the future.”
Fortner further emphasized that Nesvold’s insights and expertise will play a crucial role in the firm’s approach to expansion, whether through organic growth or acquisitions. “His deep knowledge of M&A transactions, combined with his ability to advise leadership teams on succession planning and equity strategies, makes him an invaluable asset as we seek to broaden our impact in the industry,” she added.
Peter Nesvold’s Impressive Track Record
With more than 25 years of experience on Wall Street, Nesvold has established himself as a leading figure in the financial services sector. His background spans wealth and asset management, corporate strategy, and investment advisory, making him a well-rounded addition to SignatureFD’s leadership team.
Currently, Nesvold serves as Managing Partner of Nesvold Capital Partners, a firm specializing in advising CEOs, fiduciary boards, and senior leadership teams on a range of strategic matters, including succession planning, brand development, M&A transactions, and equity strategies. His firm has been instrumental in helping organizations navigate complex financial landscapes and execute transformative business decisions.
Prior to founding Nesvold Capital Partners, he played a key role as a partner and Chief Strategy Officer at Silver Lane Advisors. During his tenure, he was instrumental in scaling Silver Lane into a premier M&A advisory firm in the wealth management sector, which ultimately led to its acquisition by a Fortune 500 company. His contributions helped Silver Lane establish a strong reputation for executing high-value deals and providing expert financial guidance.
Industry Influence and Thought Leadership
Beyond his advisory roles, Nesvold is recognized as an influential thought leader in the wealth management space. He has authored four books on M&A, offering insights into the complexities of deal-making and corporate strategy. His writings serve as essential resources for professionals seeking to understand the nuances of financial transactions and corporate expansion.
Additionally, Nesvold currently serves as an adjunct professor at Fordham University’s Gabelli School of Business, where he imparts his knowledge on finance and M&A to the next generation of business leaders. His academic contributions further highlight his commitment to advancing the industry through education and thought leadership.
Nesvold’s investment portfolio also reflects his forward-thinking approach to financial services. He actively invests in the wealth management and fintech sectors, holding stakes in innovative companies such as Vanilla and Willow. His keen eye for emerging trends and disruptive technologies positions him as a valuable strategic advisor for SignatureFD as it looks to embrace new opportunities in the evolving financial landscape.
A Vision for the Future of Wealth Management
As SignatureFD continues to expand, the firm remains focused on its core mission of providing clients with comprehensive wealth management solutions tailored to their unique financial goals. The company’s “wealth activation” approach is designed to help clients optimize their financial resources and align their wealth with their broader life aspirations.
Nesvold shares SignatureFD’s commitment to innovation and client-centric wealth management. Commenting on his appointment, he stated, “SignatureFD is uniquely positioned to capitalize on the evolving wealth management landscape, with their wealth activation approach and a strong culture of excellence. I am excited to join the Board at this important time and look forward to contributing to the firm’s ambitious plans for growth.”
His expertise in strategic planning, acquisitions, and market expansion will play a vital role in shaping SignatureFD’s next phase of development. With an emphasis on scaling operations while maintaining the firm’s client-first philosophy, Nesvold’s guidance is expected to be instrumental in executing SignatureFD’s vision.
Strengthening SignatureFD’s Competitive Edge
In an increasingly competitive wealth management industry, firms that prioritize innovation, strategic partnerships, and client-focused solutions are better positioned for long-term success. SignatureFD has consistently demonstrated a commitment to staying ahead of industry trends, and Nesvold’s appointment marks yet another step in the firm’s journey toward continued excellence.
By leveraging his extensive experience in M&A, corporate strategy, and financial advisory, SignatureFD aims to strengthen its competitive edge, attract new clients, and expand its influence in the market. The firm’s leadership team believes that with Nesvold’s insights, they can identify new opportunities for sustainable growth while preserving the core values that have made SignatureFD a trusted name in wealth management.
