Profil
Mr. Peter A.
Needham is a Vice President of Financial Life Planning at American Economic Planning Group, Inc. and a Chairman & Chief Executive Officer at James Walker Group Ltd.
His background spans over 22 years with major investment banks, where he held senior positions in treasury management.
He works with clients from all walks of life, and serves a large number of executives and lawyers.
Mr. Needham spent over 18 years at Morgan Stanley where he held several positions based in New York and London.
He managed their Funding Desk in New York, where he was responsible for issuing the firm’s short and medium-term debt.
He spent three years in London as Treasurer for Morgan Stanley International.
During this period the firm’s European staff more than doubled and the balance sheet reached $50 billion.
He led the initiative to raise multi-currency debt in the European markets.
He was responsible for hedging the firm’s currency risk, cash management and insurance for operations in London, Frankfurt, Paris, Luxembourg and Milan.
He returned to New York to become Treasurer of Morgan Stanley Trust Company, the global custody division, where he led the effort to build a $130 million revenue center for cash management, foreign exchange and securities lending.
His experience also includes managing a financing and trading desk at Barclays Capital and Global Treasurer for Donaldson, Lufkin & Jenrette’s Pershing Division.
He holds a BS in Finance from Villanova University and a MBA from Fairleigh Dickinson University, and he is also a Certified Financial Planner professional.
Anciens postes connus de Peter Andrew Needham
| Sociétés | Poste | Fin |
|---|---|---|
| Donaldson, Lufkin & Jenrette Securities Corp. | Treasurer | - |
DLJ Real Estate Capital Partners LLC
 DLJ Real Estate Capital Partners LLC Investment ManagersFinance DLJ Real Estate Capital Partners LLC is an independent global real estate private equity firm which was founded in 1995. Formerly a subsidiary of Credit Suisse First Boston Private Equity, Inc., the firm was spun off as an independent entity in 2011. The firm is headquartered in New York City with additional offices in Los Angeles, London, Hong Kong and Tokyo. | Treasurer | - |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Corporate Officer/Principal | - |
Morgan Stanley Bank International Ltd.
 Morgan Stanley Bank International Ltd. Finance/Rental/LeasingFinance Part of Morgan Stanley, Morgan Stanley Bank International Ltd. issues credit cards. The company is based in London, UK. | Corporate Officer/Principal | - |
| Morgan Stanley Investment Advisors, Inc. | Treasurer | - |
Formation de Peter Andrew Needham
| Villanova University | Undergraduate Degree |
| Fairleigh Dickinson University | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
American Economic Planning Group, Inc.
 American Economic Planning Group, Inc. Investment ManagersFinance Founded in 1980 by Steven Kaye, American Economic Planning Group, Inc. is a registered investment advisor firm located in Warren, New Jersey. The firm provides personalized comprehensive wealth management to individuals, families and business owners. Their services include, but are not limited to financial planning, investment management, estate planning, 401(k)/retirement plan solutions, insurance planning and group employee benefits. American Economic Planning Group also does business as AEPG Wealth Strategies. | Finance |
| Morgan Stanley Investment Advisors, Inc. | |
Morgan Stanley Bank International Ltd.
Morgan Stanley Bank International Ltd. Finance/Rental/LeasingFinance Part of Morgan Stanley, Morgan Stanley Bank International Ltd. issues credit cards. The company is based in London, UK. | Finance |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Finance |
DLJ Real Estate Capital Partners LLC
DLJ Real Estate Capital Partners LLC Investment ManagersFinance DLJ Real Estate Capital Partners LLC is an independent global real estate private equity firm which was founded in 1995. Formerly a subsidiary of Credit Suisse First Boston Private Equity, Inc., the firm was spun off as an independent entity in 2011. The firm is headquartered in New York City with additional offices in Los Angeles, London, Hong Kong and Tokyo. | Finance |
| Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
