Peter Zarifes Email & Phone Number

* Accomplished executive with over 30 years of experience in wealth management, family office, business valuation, private equity, and alternative investments. Recognized for driving organizational transformation, rebranding and optimizing business platforms, and leading to significant revenue growth and enhanced market positioning.* Extensive experience managing billions in client assets and leading significant new business initiatives. Offers a wealth of expertise across diverse industries, with a strong focus on driving the success of privately held businesses.* A results-driven leader with meticulous attention to detail and a strong work ethic, recognized for effectively delegating, setting high standards, and fostering a culture of transparency and integrity. Successfully managed a broad team, including ten direct reports and oversight of 50 wealth managers across eight offices, consistently driving exceptional performance.Areas of Expertise:* Wealth Management Strategy* Family Office* Alternative Investments* Client Relationship Management* Thought Leadership* Margin Improvement* Financial Analytics & KPI DevelopmentSelected Career Achievements:* Led the strategic development and implementation of Whittier Trust's wealth management platform, rebranding and restructuring the firm’s industry positioning. This comprehensive transformation significantly enhanced the firm's market standing and contributed to its recognition as the largest multi-family office in the Western US and a major player in the industry. * Oversaw and manage over $2B in client assets at Bessemer Trust, coordinating comprehensive client services and leading three teams of client account managers. This achievement reflects a strong asset management and team leadership capability, driving significant new business development.

Listed skills include Asset Management, Portfolio Management, Wealth Management, Investments, and 14 others.