Company Performance Metrics
Wellfleet Partners, Inc. (“WP” or the “Company”) is a boutique financial services and consulting firm principally located in New York City, New York. It was founded in 1998 and since then has been engaged, directly or through its affiliations, in a wide range of investment and merchant banking, venture capital, financial and strategic consulting
services. WP, through its principal, also sponsored a couple of private equity investments (LLC’s) in the solar and renewable energy space.
WP was initially located at 67 Wall Street in a private office and floor of a former financial services company, which acquired Mr. Lev’s previous Broker-Dealer, First Asset Management, Inc. (then NASD Member Firm of which Mr. Lev was a Principal). Subsequently, WP moved to its present location at 1 Penn Plaza in the heart of New York City.
Prior to March 2014, Mark I. Lev, Esq., co-founder, Chairman, Chief Executive Officer of WP was a licensed account executive with various full service independent securities and brokerage firms.
