Management consists of seasoned finance professionals with vast experience in this sector and is supported further by a highly qualified board of directors again with extensive experience in the target market.
Peter has been involved in the finance business since 1986 when he qualified as a stockbroker in London, Between 1993 and 2006 he built a successful financial services and fund company with $2.2bn under management, 23 offices and 300 + sales staff.
He exited that company in 2006 after replacing himself with a management team. In 2008 he started a new company involved in public markets, corporate finance and Merchant Banking where he is till the CEO.
Alpha was born in 2015 after a huge gap in the micro find management market place being noticed, He has extensive knowledge, experience and contacts within this sector on a global basis.
In addition to being an accountant and tax consultant by profession, Enzo is proficient in three languages: English, Spanish and Italian.
He obtained a Degree in Economics from EADE University in Malaga (Spain) in 1998 and also a Bachelor in Business Administration (BBA) from the University of Wales in 1996. He also holds a “Masters Degree” in Spanish and International Taxation granted to him by EADE University in Malaga (Spain) in 2000.
He has worked directly in the Finance Industry for many years and was pivotal in the Due Diligence process for many of the acquisitions made by Peter Smith in 2004/5.
Nick has nearly 30 years’ experience within the financial services industry, both in retail and institutional sales. He started his career in 1986 as an assistant Gilt broker for Charles Fulton I.D.B. – one of the six Inter Dealer Broker firms set up in 1986 post big bang. Within 2 years Nick was a fully-fledged screen dealing broker, with clients including Bankers Trust, Merrill Lynch and R.B.S.
In 1991 Nick moved into the retail financial services arena, offering personal financial advice to individual clients, specifically with regard to their investment portfolios.
In the mid 1990’s Nick joined Peter Smiths international financial services company, working in South America offering holistic and tax efficient financial solutions to expatriate clients, and in 2001 Nick became Peter’s director for Latin America and the Caribbean within this company.
Returning to the U.K. in 2005 Nick joined NatWest bank as a Financial Planning Manager, looking after the banks clients savings and investments portfolios. As well as this role Nick would act as an area sales manager when required, with a span of control of up to 12 financial planning managers, ensuring that these managers were advising their clients in a competent and compliant manner, by way of file checks, observations of client meetings and regular training sessions.
In May of 2015 Nick re-joined Peter Smith to develop Alpha Holdings
Board of Directors
Salberg & Company, P.A.
2295 NW Corporate Blvd.
Boca Raton, FL, 33431-7328
Law Offices Of David E. Wise, P.C.
9901 IH-10 West
San Antonio, TX, 78230
Clear Trust LLC
16540 Pointe Village Dr, Suite 210
Lutz, Florida 33558