Nesvold Joins SignatureFD's Board to Propel M&A Growth
People | Feb 12, 2025 | EIN
SignatureFD, a financial advisory firm overseeing over $9.1 billion in assets, has appointed Peter Nesvold, a seasoned mergers and acquisitions expert, to its board. Nesvold brings extensive experience in firm strategy, M&A, and wealth management, aligning perfectly with SignatureFD's growth and innovation strategy. His role as an active investor and corporate strategist, along with his academic position at Fordham University, adds depth to his contributions. The firm's leadership, chaired by Heather Robertson Fortner, views this appointment as crucial for capitalizing on industry changes and pursuing potential acquisitions. The appointment is part of SignatureFD's strategy to leverage external industry veterans, as seen in their recent additions to the board.
Sectors
- Mergers and Acquisitions
- Wealth Management
- Financial Services
Geography
- United States – SignatureFD is headquartered in Atlanta, and Peter Nesvold's career including roles on Wall Street are predominantly U.S.-based.
Industry
- Mergers and Acquisitions – The article discusses SignatureFD's strategic intent towards potential acquisitions and M&A, guided by the expertise of Peter Nesvold.
- Wealth Management – SignatureFD operates in the wealth management industry, overseeing significant client assets which align with the appointments and strategic goals discussed.
- Financial Services – The content revolves around financial firms, asset management, and strategies for growth in the financial services sector.
Financials
- $9.1 billion – The total client assets overseen by SignatureFD.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| SignatureFD | Financial Advisory Firm | Company | SignatureFD is a wealth management firm overseeing over $9.1 billion in client assets, seeking growth through potential acquisitions. |
| Peter Nesvold | Board Member | Person | An experienced M&A specialist and corporate strategist joining SignatureFD's board to support growth strategies. |
| Heather Robertson Fortner | Chair of the Board and CEO | Person | Heather leads SignatureFD's strategic expansion and growth initiatives as the board chair and CEO. |
| Eric Clarke | Board Member | Person | Founder and former CEO of Orion Advisor Solutions, recently joined SignatureFD's board. |
| Elizabeth Burdette | Philanthropic Planning Specialist | Person | Elevated within SignatureFD to focus on philanthropic planning initiatives. |
| Brad Kaufman | Alternative Investments Specialist | Person | Promoted at SignatureFD to focus on alternative investments as part of strategic firm ownership. |
| Nesvold Capital Partners | Advisory Firm | Company | Nesvold's firm that specializes in advising financial firms on M&A and equity strategies. |
| Silver Lane Advisors | Advisory Firm | Company | A former firm where Peter Nesvold served as a partner and chief strategy officer before its acquisition. |
| Emigrant Bank | Contact Reference | Government | A bank where Peter Nesvold's sister, Elizabeth, holds a chair role in its RIA business subsidiary. |