From Strategy to Fully Implemented Solutions
Founder & CEO
Strategic Technology & Digital Transformation Executive with more than 20+ years of leadership experience across wealth management, capital markets, and financial technology.
Pete has led enterprise-scale modernization initiatives at firms including Osaic, Charles Schwab, and Bank of America — overseeing digital transformation, mobile platform scaling, advisor enablement, and institutional-grade infrastructure modernization. He has built and led global teams of 800+ professionals, managed operating budgets exceeding $70 million, and defined digital strategy to increase financial performance.
Pete holds a Master of Management from Northwestern University's Kellogg School of Management and a B.A. in Economics from the University of Virginia.
Our team is connected through decades of working together across retail and institutional wealth management and capital markets firms.
A leader in highly engaging digital product design with more than 20 years of institutional product and digital marketing experience.
A seasoned technologist with 25+ years building and scaling platforms for organizations ranging from Fortune 500 to technology infrastructure startups.
A financial services executive focused on enterprise infrastructure, cloud systems, and platform operations with experience launching online brokerage platforms.
An executive with more than 25+ years of legal experience in financial services, including regulatory advisory and compliance operations.