About
A boutique firm built on institutional standards.
Many owners and private companies have outgrown a bookkeeper and a spreadsheet, but a full-time CFO or in-house asset management team doesn’t yet make sense. PerspectiveX fills that gap, with a principal involved in every engagement.
Nicholas RitaccoFounder and Managing Principal
Nicholas previously served as Chief Financial Officer of Keller Williams NYC and has overseen portfolio management for more than $100 million in real estate, spanning investor reporting and owner representation for core and value-add real estate investments.
He is a graduate of New York University and holds a New York State real estate license.
Investment markets
How we work
Our principles.
Accuracy first
We reconcile, review and document before anything reaches a lender, partner or investor.
Principal-led
Clients work directly with senior people. Nothing important is handed off unsupervised.
Practical
Recommendations are built to be carried out, and we stay involved to carry them out.
Confidential
We treat every client’s finances, deals and partners with discretion.