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Nolan O’Rear

Investor

Associate at Excellere Partners

Denver, Colorado, United States

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About

Joined Excellere in 2025; previously an Associate at Aterian Investment Partners and analyst at D.A. Davidson. Holds a BS in Finance and Accounting from Northern Illinois University and is a CPA.

Experience

  1. Excellere PartnersPrivate Equity Associatecurrent2025 — presentDenver, Colorado, United States
  2. Aterian Investment PartnersPrivate Equity Associate2024 — 2025Miami, Florida, United States
  3. D.A. Davidson Equity Capital MarketsInvestment Banking Analyst2022 — 2024Denver, Colorado, United States
  4. CFA InstituteCFA Institute Research Challenge - Global Champion2021 — 2022
  5. Northern Illinois UniversityTMAC Student Managed Portfolio - Senior Analyst2021 — 2022
  6. BDO USA, LLPAccounting Intern2021Chicago, Illinois, United States
  7. Tighe, Kress & OrrAccounting Intern2021Elgin, Illinois, United States
  8. Northern Illinois UniversityTherome Innovation Partners - Student Consultant2020

Skills & more

Microsoft ExcelAccountingFinancial AnalysisFinancial ModelingBloomberg Terminal
  • Certified Public Accountant (CPA) — Florida Department of Business and Professional Regulation
  • Securities Industry Essentials Exam (SIE) — FINRA
  • Series 63 — FINRA
  • Series 79 — FINRA
  • Microsoft Excel Expert — Microsoft

From Nolan's professional profile.

Colleagues at Excellere Partners

Alison Vratil
Director of Compliance at Excellere Partners
Brad Cornell
Managing Partner at Excellere Partners
Chanelle Furlong
Office Administrator at Excellere Partners
Colton Gier
Vice President at Excellere Partners
Eric Mattson
Partner at Excellere Partners
Eric Speicher
Associate at Excellere Partners
Grant Rahja
Vice President at Excellere Partners
Ian Beck
Vice President Origination at Excellere Partners

Frequently asked questions

Who is Nolan O’Rear?
Joined Excellere in 2025; previously an Associate at Aterian Investment Partners and analyst at D.A. Davidson. Holds a BS in Finance and Accounting from Northern Illinois University and is a CPA.
Where does Nolan O’Rear work?
Nolan O’Rear is Associate at Excellere Partners.
Where did Nolan O’Rear go to school?
Nolan O’Rear studied at Northern Illinois University (Bachelor's degree, Finance); Northern Illinois University (Bachelor's degree, Accounting); Naperville Central High School.

Same school

Shared employers