Peter Wernau, Founder and CEO
Wernau Asset Management began operations in 2004and was founded by Peter C. Wernau. Mr. Wernau is a value investor and serves as the firm’s portfolio manager and CEO. Mr. Wernau was named 5 Star Wealth Manager in Boston Magazine for 2010, 2011 and 2012.
Mr. Wernau developed Wernau Asset Management’s value investing methodology focused on determining the intrinsic value and price targets of potential equity investments by estimating future earnings and free cash flow and attempting to buy stocks below a discounted valuation of those earnings. The methodology also evaluates the debt service requirements of fixed-income securities in an effort to evaluate the repayment and interest payment risk of potential investments in municipal, sovereign and corporate debt.
Peter participates as an active mentor and angel investor in the technology and mobile industry. His investments include Crashlytics (acquired by Twitter in 2013), Awe.sm (acquired by Unified Social in 2014), Peekaboo Mobile (acquired by nSphere), Placester, Kinvey (Acquired by Progress Software in 2017), MyTime.com, Clypd, TribeHR (acquired by NetSuite in 2013), Smart Lunches, Rekindle (acquired by HubSpot in 2015), MomentFeed, Onswipe (acquired by Beanstock in 2014), Massive Damage, ContentMX, WEVO and Careport Health (acquired by Allscripts in 2016).
Mr. Wernau is involved in the communities where he lives and works. He currently serves on the Board of Trustees of Rockport Music, chairing the investment sub-committee. He was also appointed in 2006 by Gov. Mitt Romney and re-appointed by Gov. Deval Patrick in 2008 to serve two terms on the board of the Massachusetts Children’s Trust Fund. Peter also supports charitable causes through the Wernau Family Office.
He holds a Bachelor of Business Administration in Accountancy from the University of Notre Dame and has passed the Series 65 exam.
Jonathan Iannacone, Managing Director
Mr. Iannacone is a Managing Director and Investment Advisor Representative working with business clients in our Private Client Group. As Founder of CFO consultancy, Verge Advisors, Mr. Iannacone is a CPA who brings extensive CFO, business owner and tax experience to the firm. Jonathan graduated from the University of Notre Dame with a BA in Accountancy.
Mr. Iannacone has deep expertise with dozens of growing venture-funded and privately held businesses, helping owners navigate the complex path of taking capital investment, navigating M&A transactions and strategic exits. His expertise is particularly critical to our business owner and family office clients, whose complex financial situations require a deeper understanding of the nuances of private business ownership and exit.