You May Not Know About Pete
- Avid skier
- Mountain biker
- Enjoys lake life in the summertime
Founder and Chief Learning Officer
Peter’s first-hand experience in coaching and working with hundreds of Financial Advisors, allows him to facilitate high-energy interactive group discussions that surface innovative Advisor-led solutions. He has earned a reputation for his creativity in his teaching methods, as well as his focus on unique tactics for effective practice management. Passionate about helping his Advisor clients to excel, Peter’s enthusiasm for their success adds a much-needed element to each interaction.
Peter’s experiences include 24 years with Merrill Lynch as a Financial Advisor, Resident Manager, Sales Manager, and Managing Director of various U.S. marketplaces and territories. His next step included 11 years with Oppenheimer & Co as Managing Director of National Sales, with specific responsibility for
Professional Development and Productivity for 1400 Financial Advisors and Managers. Most recently, as Principal at Altius Learning, Peter spent the last 6 years providing highly impactful personal and group coaching to hundreds of Financial Advisors and industry leaders.
In 2021, Peter formed Impact learning and Consulting which specializes in providing highly interactive Peer to Peer collaboration forums for the most successful Advisors in the Financial Services Industry.
John is an industry-leading senior executive with over 30 years experience within wealth management. Uniquely, John has had leadership positions on both the buy and sell side , with proven results.
John’s experiences include 23 years with Merrill Lynch as a Financial Advisor, Sales Manager and Managing Director within various US marketplaces. His last role within Merrill Lynch was as a part of the leadership team which built Merrill Edge. His next role was as Head of US Retail Distribution for BlackRock, where he led the integration of Merrill Lynch Investment Management into BlackRock.
You May Not Know About John
- Avid Golfer
- Father of Three
- College Hooper
John’s next role was as Chief Executive Officer for the MetLife Broker-Dealer group where he had responsibilities for over 10,000 advisors across four broker-dealers. Next, John became the Chairman of Lockwood Advisors and the Managed Investment Group which is the Turnkey Asset Management Platform offered through BNY Pershing, additionally John served on the Executive Committee for BNY Pershing. Most recently, John has consulted on various wealth management issues from the analyst community.