We act as investment advisor and wealth manager in a variety of areas including: ... We are headquartered in the main line suburbs of Philadelphia, PA and also have offices .... President and Chief Investment Officer at Pennsylvania Trust. Peter T. Pan. Associate Director Managed Accounts Trading at Delaware Investments...
Albury Fleitas is an experienced investment advisor and wealth manager with 16.9 years of work experience. He specializes in private equity, investments, asset management, and alternative investments. Albury has held various leadership positions in reputable companies such as New Energy Blue, LLC, Alternative Energy Development Group, Merion Capital Group, and Bluestone Capital Management. He has a strong background in business development, financial advisory, and mergers and acquisitions. Albury is known for his expertise in investment strategies, mutual funds, and securities. He is currently based in Devon, Pennsylvania.
IT Services and IT Consulting
Alternative Energy Development Group (AEDG) helps commercial-scale clients reduce their energy demand, reduce their energy supply costs, and become more sustainable and resilient. Our clients, who span mid-market to Fortune 500 entities in the for-profit, not-for-profit, and public sectors, have entrusted us to successfully deliver 90 projects across 18 States spanning Solar PV, Batter Storage, Combined Heat & Power, Energy Efficiency & Energy Advisory Services, with a combined Enterprise Value of $250MM. Our singular focus is solving customers' energy needs by utilizing proven technologies that deliver meaningful financial, sustainability & resiliency benefits, by utilizing our proprietary energyPATH methodology. AEDG is on track to develop and finance $1B in energy projects by 2030.
Merion was established with the goal to create a highly compliant yet flexible platform to support a wide variety of institutional and individual products and services. The Firm was designed with a modern focus on the rapidly evolving business and regulatory environment for broker/dealers but with traditional values that the founders feel have been all-to-often ignored in over the last fifteen or more years. Merion is fully-independent, 100% owned by its founders, and 100% financed by its founders’ capital. Merion is not aligned with any one platform, fund family or annuity company. We aim to evaluate and bring the best products and solutions to our clients regardless of which company we find that provides them. Merion utilizes the services of several outside executing brokers to handle equity and fixed income trading on behalf of its clients. We select these brokers on the basis of their rates to our clients and their ability to deliver best execution. If you are interested in learning more about our firm please do not hesitate to contact us.
Bluestone Capital Management is an SEC Registered Investment Advisor, focused solely on providing our clients with differentiated sources of alpha. Our hybrid approach blends top-down analysis with bottom-up views under an integrated framework. Our team builds adaptive portfolios by combining quantitative analysis with fundamental insights and rigorous risk management
Steamboat Springs,Colorado,United States
Penn Square Group (PSG) is an asset management distribution company focused on sponsoring and the placement of multi-strategy real estate funds, sector specific real estate funds and serves as advisor/consultant/fundraiser to leading investment managers. PSG’s extensive relationships with global wealth managers, consultants, family offices, RIA’s and institutional investors affords our partners access to organizations that seek to place capital with best-in-class managers. PSG has a strong history of proven results in successfully developing and marketing alternative opportunities. Penn Square Group, LLC (PSG), provides advisory and consulting services to alternative investment managers. PSG provides a wide range of services to established and emerging managers. It’s imperative for managers to align themselves with like-minded investment partners. PSG’s experience in fund formation, investor relations and robust database management allows for the execution and success in capital raising.
Mergers And Acquisitions
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Albury Fleitas works for New Energy Blue, LLC
Albury Fleitas's role in New Energy Blue, LLC is President Partner
Albury Fleitas's latest job experience is President Partner at New Energy Blue, LLC
Albury Fleitas's latest education in Lake Forest College