Peter Cfa
Executive Director of RIA Development at Verdence Capital Advisors | New York City Metropolitan Area
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Peter Cfa is an accomplished wealth and investment management professional with a robust track record in enhancing the competitiveness of independent Registered Investment Advisors (RIAs). As the Executive Director of RIA Development at Verdence Capital Advisors, Peter is at the forefront of innovation, leading the development of Verdence / RIA+, a specialized division dedicated to empowering RIAs across the nation. This initiative is pivotal in providing tailored solutions that address the unique challenges faced by solo practitioners and small ensembles in the wealth management landscape.
Under Peter's leadership, the Competitive Edge program has emerged as a cornerstone of Verdence / RIA+, offering comprehensive outsourcing solutions that encompass continuity and succession planning, operational efficiency, and strategic growth initiatives. By leveraging his extensive expertise in financial services, risk management, and business strategy, Peter ensures that RIAs can navigate the complexities of the industry while focusing on their core competencies. His commitment to fostering long-term relationships and providing actionable insights has positioned Verdence as a trusted partner for independent advisors looking to enhance their service offerings and prepare for future transitions.
Peter's skills in direct sales, business development, and marketing management further amplify his ability to drive growth and innovation within the RIA sector. His deep understanding of due diligence and fundraising equips him to guide RIAs through critical phases of their development, ultimately helping them achieve their business objectives and secure a prosperous future. As the wealth management industry continues to evolve, Peter Cfa remains dedicated to supporting RIAs in their journey toward sustained success and meaningful retirement transitions.
Executive Director of RIA Development at Verdence Capital Advisors in November 2023 to Present
Managing Partner at Precursor Asset Management in February 2022 to October 2023
VP Strategic Partnerships at Congress Wealth Advisor Solutions in April 2021 to February 2022
Founder & VP Strategic Partnerships at Pinnacle Advisor Solutions in October 2009 to April 2021
Managing Partner at SV Partners LLC in January 2009 to September 2009
Portfolio Manager at Calcine Management in November 2004 to June 2008
Portfolio Manager at Principled Capital Management in October 2002 to March 2004
VP Finance (CFO) at LENDX in January 2000 to March 2002
VP Finance (CFO) at NetProspect in March 1999 to December 1999
Principal & Senior Research Analyst at Montgomery Securities (Now BofA Securities) in August 1990 to January 1998
Intern at Sallie Mae in January 1987 to January 1987
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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
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Discover more about Verdence Capital AdvisorsWhat is Peter Cfa email address?
Email Peter Cfa at [email protected] and [email protected]. This email is the most updated Peter Cfa email found in 2026.
What is Peter Cfa phone number?
Peter Cfa phone number is +12019194838 and +18503216828.
How to contact Peter Cfa?
To contact Peter Cfa send an email to [email protected] or [email protected]. If you want to call Peter Cfa try calling on +12019194838 and +18503216828. (updated on October 30, 2024)
What is Peter Cfa net worth?
Peter Cfa has an estimated net worth of $750,000 to $999,999
What company does Peter Cfa work for?
Peter Cfa works for Verdence Capital Advisors
What is Peter Cfa's role at Verdence Capital Advisors?
Peter Cfa is Executive Director of RIA Development
What industry does Peter Cfa work in?
Peter Cfa works in the Financial Services industry.
Peter Cfa Email Addresses
Peter Cfa Phone Numbers
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