- Kerry Ahern
- Justin Allen
- Mark E. Amberg
- Matthew Andrulot
- Lauren Austin
- David R. Baker
- Lucas R. Belanger
- Debbie Berlin
- Erin Brady
- Sheri Bullard
- Cameron Bunce
- Katherine Cole
- Brad Coppel
- Kevin Cuff
- Bryan Dalesandro
- Dwight Davenport
- Martin Eader
- Jason Edelson
- Sheana Glasgow-Lintz
- Nancy Gordon
- Brian J. Grumbach
- Ayaz Hasan
- Marla Hiken
- Emily Hogan
- Charles S. Holt
- Carol Hopkins
- Megan Horneman
- Susan Insley
- Richard James
- Ben Johnson
- Carsyn Jones
- Edward Karppi
- Leo Kelly IV
- Leo J. Kelly III
- Noel LaMontagne
- Cameron Lemke
- Cameron Leydig
- Anja Luesink
- Annie McCann
- Peter McGratty
- Michael J. Meily
- Ericka Melton
- Tira Mercadante
- Abraham Miller
- Kim Mocha
- Matthew S. Moore
- Matthew J. Moore
- John Morgan
- Thomas J. New
- Taylor O’Hara
- Mark C. Pallack
- John Piccirilli
- Matthew Pietzak
- Colin Rafferty
- Connor Richardson
- Liz Richter Psota
- Richard M. Rosa
- Brian Sabo
- Jonathan Saklad
- Robert Schmitt
- Meg Sheil-Puopolo
- Jeffrey Simet
- Clare Stenstrom
- Jenna Stewart
- Stephen Thacker
- Kimberly Thomas
- Michele Welsh
- Andrew Wright
- Kelly Wright
- Donna M. Zidwick
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.”
