- Mark E. Amberg
- Matthew Andrulot
- Lauren Austin
- Michele Beernink
- Lucas R. Belanger
- Debbie Berlin
- Sheri Bullard
- Brad Coppel
- Kevin Cuff
- Dwight Davenport
- Jason Edelson
- Nancy Gordon
- Brian J. Grumbach
- Ayaz Hasan
- Lucas W. Hodge
- Emily Hogan
- Charles S. Holt
- Carol Hopkins
- Megan Horneman
- Susan Insley
- Stephen Jacobson
- Edward Karppi
- Leo J. Kelly III
- Kathryn Kelly
- Kai Kressman
- Noel LaMontagne
- Cameron Leydig
- Annie McCann
- Nancy McColgan
- Peter McGratty
- Matthew S. Moore
- John Morgan
- David Nelson
- Thomas J. New
- Taylor O’Hara
- Matthew Pietzak
- Avery A. Prkna
- Liz Richter Psota
- Richard M. Rosa
- Brian Sabo
- Jonathan Saklad
- Michael Salerno
- Nicholas Schiavone
- Robert Schmitt
- Meg Sheil-Puopolo
- Stephen Thacker
- Michele Welsh
- Andrew Wright
- Kelly Wright
Peter McGratty
Executive Director of RIA Development
Pete has extensive experience in wealth and investment management, including a decade+ spent as Founder & VP of Strategic Partnerships with Pinnacle Advisor Solutions, where he specialized in providing a comprehensive range of solutions to emerging, breakaway, and established independent financial advisors nationwide.
Pete’s role at Verdence is to help bring resources to independent RIAs facing the increasing challenges of operating advisory firms.
Pete holds the Chartered Financial Analyst (CFA®) designation and received a BSBA in Finance from Georgetown University.
Get to Know Peter!
What is your favorite vacation spot?
“Anyplace active, new, and without electronic access.”
What lesson or advice from your parents do you find yourself repeating?
“Work hard, work smart, treat people as you would have them treat you, be humble.”
If you were not a financial advisor, what would you be?
“Money manager or a teacher.”
Three words that best describe me:
“Smart, Loyal, Kind.”
