Trevor Pieri
Director/Board Member at ProfitSolv Holding LP
Profile
Trevor Pieri is a Principal in Investments at Lightyear Capital.
Prior to joining Lightyear in 2020, Trevor was a Principal at Capital Z Partners where he spent nine years working on private equity investments in the financial services sector.
Previously, he was an Investment Banking Associate at Citadel where he focused on M&A and corporate finance transactions.
He began his career as an Investment Banking Analyst in the Financial Institutions Group at Citi.
Trevor holds a B.A.
in Economics from Hobart College.
Trevor Pieri active positions
| Companies | Position | Start |
|---|---|---|
Lightyear Capital LLC
 Lightyear Capital LLC Investment ManagersFinance Lightyear Capital LLC (Lightyear Capital) is a private equity subsidiary of Marron & Associates LLC founded in 2000 by Donald Baird Marron. The firm is headquartered in New York. | Private Equity Analyst | 2019-12-31 |
Practicetek Purchaser LLC
 Practicetek Purchaser LLC Packaged SoftwareTechnology Services PracticeTek Purchaser LLC is an investment firm that specializes in software solutions for allied professionals. The company is based in Knoxville, TN and has subsidiaries in the United States. The company's team of industry veterans has decades of experience in successful software enterprises. PracticeTek's solutions empower allied professionals to connect with their patients and grow their business. The CEO of the company is George M. Ahn. | Director/Board Member | 2021-09-30 |
ProfitSolv Holding LP
 ProfitSolv Holding LP Miscellaneous Commercial ServicesCommercial Services ProfitSolv Corp. provides integrated billing, payments, and software solutions for legal, accounting, and other professional services firms including consulting, architecture, and engineering firms. The company is headquartered in United States. | Director/Board Member | 2021-07-31 |
Former positions of Trevor Pieri
| Companies | Position | End |
|---|---|---|
Capital Z Partners Management LLC
 Capital Z Partners Management LLC Investment ManagersFinance Capital Z Partners Management LLC (Capital Z Partners) is a private equity firm founded in 1990 by Bradley Cooper and Robert Spass. The firm is headquartered in New York. | Private Equity Investor | 2020-04-29 |
Partners&. Ltd.
 Partners&. Ltd. Insurance Brokers/ServicesFinance Partners& Ltd. is an insurance advisory company based in High Wycombe, UK. and has subsidiaries in United Kingdom. Partners& aims to offer the best insurance advisory services for businesses and private clients in the UK. The British company was founded in 1951. Philip Andrew Barton has been the CEO of the company since 2020. | Director/Board Member | 2020-03-30 |
Prestige Insurance Holdings Ltd.
 Prestige Insurance Holdings Ltd. Insurance Brokers/ServicesFinance Prestige Insurance Holdings Ltd. operates as a holding company whose subsidiaries provides insurance services. The company was founded on September 21, 2007 and is headquartered in County Antrim, the United Kingdom. | Director/Board Member | 2020-03-30 |
The Portfolio Group, Inc.
 The Portfolio Group, Inc. Personnel ServicesCommercial Services The Portfolio Group, Inc. provides legal search and placement services. The private company is based in New York, NY. The CEO of the company is Timothy J. Morris. | Director/Board Member | 2019-12-30 |
Citadel Investment Advisory, Inc.
 Citadel Investment Advisory, Inc. Investment ManagersFinance Citadel Investment Advisory, Inc. (Citadel) is a privately-held, SEC-registered investment advisor and wealth management firm headquartered in Willoughby, Ohio. The firm was founded by Kurt T. Liedtke in 1996. Citadel provides investment advisory services to individuals and their tangential accounts such as IRA's, trusts, and individual retirement plans. To a lesser extent, other clients would include incorporated entities, trusts, estates, retirement accounts. The firm does not work with banks, thrifts, or investment companies. | Analyst-Equity | 2011-06-29 |
Training of Trevor Pieri
| Hobart & William Smith Colleges | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
Capital Z Partners Management LLC
Capital Z Partners Management LLC Investment ManagersFinance Capital Z Partners Management LLC (Capital Z Partners) is a private equity firm founded in 1990 by Bradley Cooper and Robert Spass. The firm is headquartered in New York. | Finance |
Citadel Investment Advisory, Inc.
Citadel Investment Advisory, Inc. Investment ManagersFinance Citadel Investment Advisory, Inc. (Citadel) is a privately-held, SEC-registered investment advisor and wealth management firm headquartered in Willoughby, Ohio. The firm was founded by Kurt T. Liedtke in 1996. Citadel provides investment advisory services to individuals and their tangential accounts such as IRA's, trusts, and individual retirement plans. To a lesser extent, other clients would include incorporated entities, trusts, estates, retirement accounts. The firm does not work with banks, thrifts, or investment companies. | Finance |
Lightyear Capital LLC
Lightyear Capital LLC Investment ManagersFinance Lightyear Capital LLC (Lightyear Capital) is a private equity subsidiary of Marron & Associates LLC founded in 2000 by Donald Baird Marron. The firm is headquartered in New York. | Finance |
Citi Ventures, Inc.
 Citi Ventures, Inc. Investment ManagersFinance Citi Ventures Inc. (Citi Ventures) is a venture capital subsidiary founded in 2007 by Deborah C. Hopkins. The firm is headquartered in San Francisco, California. | Finance |
The Portfolio Group, Inc.
The Portfolio Group, Inc. Personnel ServicesCommercial Services The Portfolio Group, Inc. provides legal search and placement services. The private company is based in New York, NY. The CEO of the company is Timothy J. Morris. | Commercial Services |
Prestige Insurance Holdings Ltd.
Prestige Insurance Holdings Ltd. Insurance Brokers/ServicesFinance Prestige Insurance Holdings Ltd. operates as a holding company whose subsidiaries provides insurance services. The company was founded on September 21, 2007 and is headquartered in County Antrim, the United Kingdom. | Finance |
ProfitSolv Holding LP
ProfitSolv Holding LP Miscellaneous Commercial ServicesCommercial Services ProfitSolv Corp. provides integrated billing, payments, and software solutions for legal, accounting, and other professional services firms including consulting, architecture, and engineering firms. The company is headquartered in United States. | Commercial Services |
Partners&. Ltd.
Partners&. Ltd. Insurance Brokers/ServicesFinance Partners& Ltd. is an insurance advisory company based in High Wycombe, UK. and has subsidiaries in United Kingdom. Partners& aims to offer the best insurance advisory services for businesses and private clients in the UK. The British company was founded in 1951. Philip Andrew Barton has been the CEO of the company since 2020. | Finance |
Practicetek Purchaser LLC
Practicetek Purchaser LLC Packaged SoftwareTechnology Services PracticeTek Purchaser LLC is an investment firm that specializes in software solutions for allied professionals. The company is based in Knoxville, TN and has subsidiaries in the United States. The company's team of industry veterans has decades of experience in successful software enterprises. PracticeTek's solutions empower allied professionals to connect with their patients and grow their business. The CEO of the company is George M. Ahn. | Technology Services |
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