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Peter J Nagle profile image

Peter J Nagle

Spiritual Director at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Self-Employed</span>
Intro Book
Seasoned financial expert with 30+ years of experience in asset management and wealth management.
  • Claim this Profile
Location
Ojo Caliente, New Mexico, United Stat...
Skills
  • Asset Management
  • Financial Planning
  • Financial Advice
  • Wealth Management
  • Investments
  • Show all
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Bio

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Peter J Nagle is a seasoned financial expert with 30+ years of experience in asset management, financial planning, and wealth management. He holds a Master's degree in Scriptural studies from Yale University and a CFP certification from Adelphi University. Nagle has worked as a financial advisor, project manager, and spiritual director, providing comprehensive financial planning and investment management services to high-net-worth clients.

Experience

  • Self-Employed
    • Spiritual Director
  • Self-employed
    • Spiritual Director
      • Mar 2016 - Present
  • SoulWork
    • Ojo Caliente, New Mexico
    • Spiritual Director
      • Apr 2017 - 2018
      • Ojo Caliente, New Mexico

      Spiritual companionship for those who would like to have that.

  • Mercer Global Advisors, Inc.
    • Guilford, CT
    • Financial Advisor
      • Jan 2016 - Mar 2017
      • Guilford, CT

      Retired now, but was a Senior Financial Advisor doing Comprehensive Investment Management and Financial Planning for clients. Specializing in the managing high net worth portfolios.Committed to excellence. Our goal is to exceed our clients’ expectations. When you choose our financial planning and...

  • Spruce Hill Capital, LLC
    • Guilford, CT
    • Founder and President
      • Sep 2010 - Jan 2016
      • Guilford, CT

      Comprehensive Investment Management and Financial Planning Specializing in the managing high net worth portfolios.Committed to excellence. Our goal is to exceed our clients’ expectations. When you choose our financial planning and investment services you benefit from obtaining comprehensive advic...

  • Peter J Nagle Financial Management
    • Milford, CT
    • President
      • Jan 1980 - Oct 2010
      • Milford, CT

      Comprehensive Financial Planning and Investment Management.The firm was renamed in 2010 to Spruce Hill Capital, LLC.

  • JF Barrett
    • CT
    • Project Manager
      • 1973 - 1979
      • CT

      Construction and Engineering Management Company

Education

  • 1993 - 1997
    Yale University
  • 1986 - 1988
    Adelphi University
  • 1968 - 1972
    Southern Connecticut State University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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