Peter Swan of Charlotte is a seasoned professional in various aspects of investment banking, capital markets, and commercial investments. He has gained this experience through employment on Wall Street, Richmond, Virginia and Charlotte, North Carolina. He has over 25 years' experience in financial services providing a consultative approach to corporate clients, combining a thorough knowledge of corporate finance, rate strategies and factors related to a given organization. His experience is unique and vast, as he has worked with a full array of small to large corporate clients across diverse industries while consulting directly with senior management at those firms.

Peter Swan Charlotte has spent a majority of his career at Wells Fargo as a Managing Director in within their Capital Markets Division, although he currently purses entrepreneurial ventures in commercial real estate. He seeks out talented individuals to co-invest within the commercial real estate arena, primarily office, retail, and warehouse property types. Peter also forms alliances and invests with selective private equity firms, individual companies and private equity funds.

Given his track record of investment success, Swan has a keen interest in helping people meet their long term financial goals by formulating ideas around sound investment choices that show signs of having better risk/reward tradeoffs. He also enjoys working with companies on capital raising activities and aligning those companies with the optimal sources of capital. He spends considerable time with investors looking to deploy capital and seeking opportunities in Charlotte, NC and surrounding areas. Swan has seen firsthand the degree of professionalism and talent displayed by former bankers who remain actively involved in the investment community via their own unique entrepreneurial talents, and he firmly believes that he is fortunate to be engaged in this environment.

In his free time, Peter Swan likes to spend time with his family, who he says is the biggest inspiration to his success. Peter Swan is a father of three and allocates much of his free time to his family. Now with the freedom of being an independent body of business, Peter Swan of Charlotte is enjoying much more of that quality time with his family.

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