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Rick Waechter

Rick Waechter

Analyst - Investment Banking

Followers of Rick Waechter2000 followers
location of Rick WaechterChapel Hill, North Carolina, United States

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  • Timeline

  • About me

    Financial Advisor, Founder, CFP® at Old Peak Finance

  • Education

    • St. Mark's School

      1972 - 1980

    • Duke University

      2010 - 2011
      Certificate in Financial Planning

    • Princeton University

      1980 - 1984
      AB History, cum laude

    • Harvard Business School

      1986 - 1988
      MBA General Management

  • Experience

    • Kidder, Peabody & Co.

      Jan 1984 - Jan 1986
      Analyst - Investment Banking

      2-year financial analyst program

    • Merrill Lynch Asia Pacific

      Jan 1988 - Jan 2003
      Managing Director Investment Banking

      Co-head of Asian corporate finance and head of Asian telecom, media, and tech group. Co-led teams raising over $15 billion in capital and completing over $30 bn of M&A for companies and governments in Asia.

    • Old Peak Capital

      Jan 2007 - Jan 2009
      Managing Director

    • HARVARD CLUB OF THE RESEARCH TRIANGLE INC

      Jan 2007 - Jan 2014
      President, Treasurer

      Board member for Harvard's alumni club.

    • Old Peak Finance

      Jan 2010 - now
      Founding Partner

      Old Peak Finance exists for one simple reason: to offer tailored, transparent advice so clients can achieve their financial goals.To learn more, please visit https://oldpeakfinance.com/

  • Licenses & Certifications

    • Certified Financial Planner

      CFP Board
      Jul 2011

  • Volunteer Experience

    • Volunteer Teacher - Budgeting

      Issued by United Way of the Greater Triangle on Nov 2014
      United Way of the Greater TriangleAssociated with Rick Waechter