Fundraising Fox

Nolan O’Rear

Investor

Associate at Excellere Partners

Denver, Colorado, United States

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

Education

  1. Northern Illinois UniversityBachelor's degree, Finance2018 — 2022
  2. Northern Illinois UniversityBachelor's degree, Accounting2018 — 2022
  3. Naperville Central High School2014 — 2018

Skills & more

AccountingFinancial AnalysisFinancial ModelingMicrosoft ExcelBloomberg Terminal
  • Certified Public Accountant (CPA)Florida Department of Business and Professional Regulation
  • Series 63FINRA
  • Series 79FINRA
  • Securities Industry Essentials Exam (SIE)FINRA
  • Microsoft Excel ExpertMicrosoft

From Nolan's professional profile.

Colleagues at Excellere Partners

Frequently asked questions

Where does Nolan O’Rear work?
Nolan O’Rear is Associate at Excellere Partners.

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