John Nelligan
Director/Board Member at EdgeCo Holdings LP
Profile
John J.
Nelligan is the founder of Milestone Advisors LLC, which was founded in 2001.
He held the title of Managing Director-Investment Banking from 2001 to 2012.
Currently, he is a Managing Director at Waterfall Asset Management since 2017 and a Director at EdgeCo Holdings LP.
Previously, he was a Managing Director at Houlihan Lokey, Inc. from 2013 to 2017.
He was also a Senior Vice President at Arlington Asset Investment Corp.
and FBR Asset Management Holdings LLC.
Additionally, he was an Associate at Hovde Financial, Inc. Mr. Nelligan received his undergraduate degree from the University of Vermont in 1995.
John Nelligan active positions
| Companies | Position | Start |
|---|---|---|
Waterfall Asset Management /Private Equity/
 Waterfall Asset Management /Private Equity/ Investment ManagersFinance Waterfall Asset Management /Private Equity/ (Waterfall Asset) is a private equity division of Waterfall Asset Management LLC founded in 2017. The firm is headquartered in New York. | Private Equity Investor | 2017-07-31 |
EdgeCo Holdings LP
 EdgeCo Holdings LP Information Technology ServicesTechnology Services Part of EdgeCo Investor Holdings LP, EdgeCo Holdings is a leading provider of technology-enabled solutions for financial intermediaries and their clients. The company is based in Pittsburgh, PA. The company services approximately $130 billion in client assets under custody or administration and more than 15,000 financial advisors and 500 financial institutions. For four decades, EdgeCo Holdings’ companies have provided technology-enabled solutions and support services to financial intermediaries and their clients, including full-service retirement plan administration, brokerage, advisory, and trust and custody solutions. The CEO of the company is Paul Schneider. | Director/Board Member | - |
Former positions of John Nelligan
| Companies | Position | End |
|---|---|---|
| HOULIHAN LOKEY, INC. | Private Equity Investor | 2017-07-29 |
Milestone Advisors LLC (Washington)
 Milestone Advisors LLC (Washington) Investment Banks/BrokersFinance Milestone Merchant Partners LLC is an investment banking firm. The company provides mergers & acquisitions, merchant banking, financial solutions, capital formation and corporate restructuring services. Milestone Merchant Partners was founded in 2001 and is headquartered in Washington, DC. | Founder | 2012-11-30 |
FBR Asset Management Holdings LLC
 FBR Asset Management Holdings LLC Investment ManagersFinance Part of B. Riley Financial, Inc., FBR Asset Management Holdings LLC is a company that provides investment banking services. The company is based in Arlington, VA. | Private Equity Investor | 2000-03-29 |
Hovde Financial, Inc.
 Hovde Financial, Inc. Financial ConglomeratesFinance Hovde Financial, Inc. provides financial services. The private company is based in Washington. The American company was founded by Eric Donald Hovde. | Corporate Officer/Principal | - |
| ARLINGTON ASSET INVESTMENT CORP. | Corporate Officer/Principal | - |
Training of John Nelligan
| University of Vermont | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| HOULIHAN LOKEY, INC. | Finance |
| Private companies | 6 |
|---|---|
Milestone Advisors LLC (Washington)
Milestone Advisors LLC (Washington) Investment Banks/BrokersFinance Milestone Merchant Partners LLC is an investment banking firm. The company provides mergers & acquisitions, merchant banking, financial solutions, capital formation and corporate restructuring services. Milestone Merchant Partners was founded in 2001 and is headquartered in Washington, DC. | Finance |
Arlington Asset Investment Corp.
 Arlington Asset Investment Corp. Real Estate Investment TrustsFinance Arlington Asset Investment Corp. engages in the acquisition and holding a portfolio of residential mortgage-backed securities. Its portfolio consists of agency mortgage-backed securities and mortgage credit investments. The company was founded by Eric Francis Billings and William Russel Ramsey in 1989 and is headquartered in McLean, VA. | Finance |
Hovde Financial, Inc.
Hovde Financial, Inc. Financial ConglomeratesFinance Hovde Financial, Inc. provides financial services. The private company is based in Washington. The American company was founded by Eric Donald Hovde. | Finance |
Waterfall Asset Management /Private Equity/
Waterfall Asset Management /Private Equity/ Investment ManagersFinance Waterfall Asset Management /Private Equity/ (Waterfall Asset) is a private equity division of Waterfall Asset Management LLC founded in 2017. The firm is headquartered in New York. | Finance |
FBR Asset Management Holdings LLC
FBR Asset Management Holdings LLC Investment ManagersFinance Part of B. Riley Financial, Inc., FBR Asset Management Holdings LLC is a company that provides investment banking services. The company is based in Arlington, VA. | Finance |
EdgeCo Holdings LP
EdgeCo Holdings LP Information Technology ServicesTechnology Services Part of EdgeCo Investor Holdings LP, EdgeCo Holdings is a leading provider of technology-enabled solutions for financial intermediaries and their clients. The company is based in Pittsburgh, PA. The company services approximately $130 billion in client assets under custody or administration and more than 15,000 financial advisors and 500 financial institutions. For four decades, EdgeCo Holdings’ companies have provided technology-enabled solutions and support services to financial intermediaries and their clients, including full-service retirement plan administration, brokerage, advisory, and trust and custody solutions. The CEO of the company is Paul Schneider. | Technology Services |
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