Peter McGratty Email & Phone Number
Executive Director of RIA Development @ Verdence Capital Advisors
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Peter McGratty Location
- New York, NY, US
Peter McGratty Work
- Executive Director of RIA Development @ (November 2023 - Present)
- Managing Partner @ Precursor Asset Management (February 2022 - October 2023)
- VP Strategic Partnerships @ (April 2021 - February 2022)
- Founder and VP Strategic Partnerships @ Pinnacle Advisor Solutions (October 2009 - April 2021)
- Managing Partner @ SV Partners LLC (January 2009 - September 2009)
- Portfolio Manager @ Calcine Management (November 2004 - June 2008)
- Portfolio Manager @ (October 2002 - March 2004)
- VP Finance (CFO) @ LENDX (January 2000 - March 2002)
- VP Finance (CFO) @ NetProspect (March 1999 - December 1999)
- Principal and Senior Research Analyst @ Montgomery Securities (Now BofA Securities) (August 1990 - January 1998)
- Intern @ (January 1987 - January 1987)
Peter McGratty Education
- Georgetown University
BSBA (Finance)
1986-1990 - Delbarton School
High School Diploma
1980-1986 - Oak Knoll School 1977-1980
Peter McGratty Skills
- Financial Services
- Investment Management
- Strategic Partnerships
- Risk Management
- Asset Management
- Portfolio Management
- Asset Allocation
- Investment Advisory
- Investments
- Equities
- Hedge Funds
- Finance
- Strategy
- Business Strategy
- Direct Sales
- New Business Development
- Business Development
- Marketing Management
- Financial Accounting
- Due Diligence
- Fundraising
- Tactical Asset Allocation
- Security Analysis
- Research
- Leadership
- Rias
- Wealth Management
- Financial Planning
- Support
- Independence
- Strategic Planning
Peter McGratty Summary
- Peter McGratty, based in New York, NY, US, is currently a Executive Director of RIA Development at Verdence Capital Advisors. Peter McGratty brings experience from previous roles at Precursor Asset Management, Congress Wealth Advisor Solutions, Pinnacle Advisor Solutions and SV Partners LLC. Peter McGratty holds a 1986 - 1990 BSBA in Finance @ Georgetown University. With a robust skill set that includes Financial Services, Investment Management, Strategic Partnerships, Risk Management, Asset Management and more. Peter McGratty has 2 emails and 2 mobile phone numbers on RocketReach.
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