With roots dating back to 1965, Fieldstone Financial is one of the oldest, continuously operating Fee-Only financial planning and investment advisory firms in the United States. Looking to capitalize on its impressive retail growth over the last few years, the firm is set to launch a new institutional initiative aimed at CPAs and tax-preparation professionals. Peter is directing business development for this new offering, which is engineered to fully support tax and accounting professionals committed to broadening their client services to include fee-only investment management and financial planning services through Fieldstone's turnkey Member FFAN® offering.

Pershing Advisor Solutions provides custody and clearing services to registered investment advisors, family offices and trust banks. Pershing Advisor Solutions is a subsidiary of BNY Mellon - a global leader in custody, clearing and asset administration for investment companies.

Helped registered investment advisors integrate institutional quality alternative investments into qualified purchaser portfolios. Created strategic relationships to identify, research and provide access to some of the top-performing hedge funds, commercial RE partnerships and private equity funds previously available only to institutional investors.

Senior leadership role -- launched HSBC Private Bank in Greater-Boston. Developed regional marketing strategy and introduced the HSBC global brand to the financial community. Aligned business development initiatives with competitive advantages, targeting sophisticated ultra-high net-worth clients ($25mm). Utilized existing personal network and cross-sell collaboration with commercial lending, retail, and investment banking units to drive sales results. Viewed as client’s primary and trusted-advisor. Employed consultative approach to outline core financial/estate plan, conduct risk/reward analysis, set asset-allocation/investment strategy and obtain credit. Utilized open-architecture approach to select HSBC and non-proprietary investment products. Engaged internal HSBC specialists and outside client advisors to meet client objectives and exceed service expectations.

Led institutional enterprise for the Northeastern-United States with AUM of $25B and annual revenues exceeding $48mm. Directed all sales and relationship management activities targeted to registered investment advisors (RIA’s). Hired, trained and mentored staff of 9-seasoned professionals servicing 250+ RIA’s. Functional responsibilities included creating annual business plan, staffing, budget, business development, territory analysis, marketing, events, compliance/regulatory oversight, pricing/profitability remediation and cross-sell initiatives. In addition to managerial role, served as consultative advisor to top-tier clients assisting them with strategic planning, business development, staffing needs, personnel issues, merger/acquisition activities, SEC audit preparation, improving operational efficiency and profitability.

Implemented IBT’s sales & marketing initiative to non-pooled product intermediaries including RIAs, trust departments, family offices, corporations, non-profit organizations. Developed and executed sales plan, pricing strategy, marketing materials and calling program. Prepared RFP responses to consulting community, developed complex profitability models, negotiated pricing schedules and custody contracts, organized and managed conversion project teams, monitored client administrative support and trained/mentored sales team.