Peter McGratty

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.”