Financial Services >> CEO Interviews >> February 24, 2003
STEVE PIERSON is a Managing Director in the investment banking
practice of Putnam Lovell NBF Securities Inc. which provides M&A
advisory and public and private equity financing services. He
joined Putnam Lovell NBF in 1995 and has worked on transactions
such as: - Vector Partners sale to Banc of America Securities;
Lockwood Financial's sale to the Bank of New York Co.; The
private placement of EnvestnetPMC's $23.85 million Series B
financing; Hull Group Inc.'s sale to Goldman Sachs; AMVESCAP
Plc's acquisition of LGT Asset Management; Miller Anderson &
Sherrerd's sale to Morgan Stanley Group, Inc. Prior to joining
Putnam Lovell NBF, Mr. Pierson was with Signet Bank N.A. (now
Wachovia), Washington, DC, where he spent three years in the real
estate line of business concentrating on real estate workouts.
During this time he also served as the bank's liaison to the
Office of the Comptroller of the Currency. While in business
school, Mr. Pierson was a Summer Associate in the Financial
Institutions Group at Smith Barney where he participated in
transactions such as PNC's acquisition of BlackRock and Chase
Mortgage's acquisition of American Residential Mortgage. Mr.
Pierson received his Master of Business Administration degree
from the Fuqua School of Business at Duke University. He received
his Bachelor of Science degree, cum laude, in Finance and
Management with a minor in English from Virginia Tech. Profile
business at Putnam Lovell NBF?
Mr. Pierson: Putnam Lovell NBF is an investment bank that was
founded in the late 1980s to focus on
