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
- 2023 -now Executive Director of RIA Development @
- 2022 -2023 Managing Partner @ Precursor Asset Management
- 2021 -2022 VP Strategic Partnerships @
- 2009 -2021 Founder and VP Strategic Partnerships @ Pinnacle Advisor Solutions
- 2009 -2009 Managing Partner @ SV Partners LLC
- 2004 -2008 Portfolio Manager @ Calcine Management
- 2002 -2004 Portfolio Manager @
- 2000 -2002 VP Finance (CFO) @ LENDX
- 1999 -1999 VP Finance (CFO) @ NetProspect
- 1990 -1998 Principal and Senior Research Analyst @ Montgomery Securities (Now BofA Securities)
- 1987 -1987 Intern @
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 1 mobile phone numbers on RocketReach.
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Others Named Peter McGratty
Top Verdence Capital Advisors Employees
Rich Rosa
Partner
Cockeysville, MD, US
Jason Edelson
Private Wealth Advisor, Executive Director
Baltimore, MD, US
Steve Thacker
Managing Director, Partner
Baltimore, MD, US
Peter McGratty
Executive Director of RIA Development
New York, NY, US
Thomas New
President
Cockeysville, MD, US
Michael Salerno
Director, Due Diligence
Alexandria, VA, US
Kevin Cuff
Chief Operating Officer
Cockeysville, MD, US
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