About Us
Founded in 1985, Pierce and Pierce is a leading investment firm with a long-standing reputation for providing exceptional financial services to clients around the world. With our headquarters located in the heart of New York City, our team of experienced investment professionals are dedicated to helping our clients achieve their financial goals through tailored investment strategies, risk management solutions, and a commitment to unparalleled customer service.
At Pierce and Pierce, we believe that success is built on trust, integrity, and innovation. Our team is comprised of some of the brightest minds in the industry, with decades of experience in investment banking, private equity, and asset management. We pride ourselves on our ability to anticipate and respond to changes in the market, and are committed to delivering exceptional results for our clients.
Whether you are an individual investor seeking to grow your wealth, a corporation looking to expand your business, or a non-profit organization seeking to make a positive impact in your community, Pierce and Pierce has the expertise and resources to help you achieve your financial objectives. Contact us today to learn more about how we can help you succeed.
Services
Wealth Management
At Pierce and Pierce, we understand that managing your wealth can be a complex and time-consuming process. That's why we offer customized wealth management services that cater to your unique financial goals and objectives. Our experienced team of wealth managers can help you navigate the financial landscape, providing expert advice and guidance every step of the way.
Private Equity
At Pierce and Pierce, we believe in the power of private equity to drive growth and create value for our clients. Our private equity team is dedicated to identifying and investing in high-potential companies, partnering with management teams to unlock their full potential and achieve long-term success.
Investment Banking
Pierce and Pierce's investment banking services are designed to help our clients achieve their strategic objectives, whether it's raising capital, executing a merger or acquisition, or restructuring their business. With our deep industry expertise and global network of contacts, we can help you navigate complex financial transactions and achieve the outcomes you desire.
Research
At Pierce and Pierce, we know that informed investment decisions require access to the latest market insights and industry analysis. That's why our research team is committed to delivering timely, actionable information to our clients, helping them stay ahead of the curve and make the most of their investments.
Advisory Services
Pierce and Pierce's advisory services provide clients with access to our team of experienced financial advisors, who can help you navigate a wide range of financial matters, including tax planning, estate planning, and risk management. With our personalized approach and deep industry knowledge, we can help you achieve your financial goals and secure your financial future.
Meet the Team
Marcus Halberstam
A highly successful investment banker at Pierce and Pierce with a sharp mind for finance and a keen eye for style. Marcus is committed to providing top-tier service to his clients and prides himself on his attention to detail and ability to read market trends. He is a consummate professional and a valued member of the Pierce and Pierce team.
David Van Patten
A seasoned investment banker at Pierce and Pierce with a wealth of experience in corporate finance and capital markets. David is known for his sound investment advice and his ability to navigate complex financial transactions with ease. He is a trusted advisor to his clients and a respected member of the Pierce and Pierce community.
Patrick Bateman
An accomplished investment banker at Pierce and Pierce with a passion for innovation and creative deal-making. Patrick is known for his entrepreneurial spirit and his ability to identify promising investment opportunities in emerging markets. He is a forward-thinking advisor who is always one step ahead of the competition.
Paul Owen
A seasoned investment banker at Pierce and Pierce with a deep understanding of the financial markets and a proven track record of success. Paul is known for his ability to build strong relationships with clients and his commitment to providing exceptional service. He is a trusted advisor who is always there when his clients need him most.