Peter Berg
Director of Institutional Development at Fieldstone Financial | Cohasset, Massachusetts, United States
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Peter Berg currently serves as the Director of Institutional Development at Fieldstone Financial, where he leverages nearly two decades of business development expertise to drive growth and operational efficiency for registered investment advisors, family offices, and trust banks. His extensive background in the financial services industry, particularly with leading broker-dealer and bank custodial platforms, positions him uniquely to enhance top-line fee revenue through innovative fiduciary account solutions and directed trustee offerings.
At Fieldstone Financial, a firm with a legacy dating back to 1965, Peter is spearheading a new institutional initiative aimed at capitalizing on the firm’s impressive retail growth. This strategic move not only reflects the firm’s commitment to expanding its service offerings but also underscores Peter’s ability to identify and cultivate business partnerships that align with the firm’s vision. His hands-on experience in sourcing and nurturing these partnerships is crucial as Fieldstone Financial seeks to broaden its reach within the institutional market.
Peter's expertise in financial reporting and operational efficiency plays a pivotal role in developing tailored solutions that meet the unique needs of institutional clients. His approach combines a deep understanding of fiduciary responsibilities with a keen insight into market trends, enabling him to deliver value-driven strategies that enhance client satisfaction and loyalty. As Fieldstone Financial embarks on this exciting new chapter, Peter Berg stands at the forefront, ready to lead the charge in transforming institutional development and solidifying the firm’s reputation as a trusted partner in the financial advisory landscape.
Director of Institutional Development at Fieldstone Financial in March 2017 to Present
Vice President, Business Development Officer at Pershing, a BNY Mellon company in April 2010 to July 2016
Founder / President at Boston Light Investments, LLC in August 2009 to April 2010
Senior Vice President at HSBC Private Bank in August 2007 to August 2008
Senior Regional VP at Schwab Institutional in June 2000 to March 2007
Senior Regionsal Vice President at SCHWAB INSTITUTIONAL (SI) in January 2000 to January 2007
Marketing Executive at Investors Bank & Trust in April 1994 to June 2000
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Discover more about Fieldstone FinancialWhat is Peter Berg email address?
Email Peter Berg at [email protected]. This email is the most updated Peter Berg email found in 2026.
What is Peter Berg phone number?
Peter Berg phone number is +17817245634 and +17813831193.
How to contact Peter Berg?
To contact Peter Berg send an email to [email protected]. If you want to call Peter Berg try calling on +17817245634 and +17813831193. (updated on October 29, 2024)
What company does Peter Berg work for?
Peter Berg works for Fieldstone Financial
What is Peter Berg's role at Fieldstone Financial?
Peter Berg is Director of Institutional Development
What industry does Peter Berg work in?
Peter Berg works in the Financial Services industry.
Peter Berg Email Addresses
Peter Berg Phone Numbers
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