Founder
CurrentResponsible for helping Advisors and Registered Investment Advisors on strategy, technology, business development, and compliance.
Mar 2020 - Present
AeroLeads people directory · profile
Peter Carleton Email & Phone Number
Consulting, Business Development, Compliance, Strategy, Relationship Management
at
PFC Advisors
1 work email found
@marketcounsel.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Consulting, Business Development, Compliance, Strategy, Relationship Management
Location
New York, New York, United States
Who is Peter Carleton? Overview
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Quick answer
Peter Carleton is listed as Consulting, Business Development, Compliance, Strategy, Relationship Management at PFC Advisors, based in New York, New York, United States. AeroLeads shows a work email signal at marketcounsel.com and a matched LinkedIn profile for Peter Carleton.
Peter Carleton previously worked as Founder at Pfc Advisors and Engagement Manager at Marketcounsel. Peter Carleton holds Master Of Business Administration - Mba, Finance from Babson F.W. Olin Graduate School Of Business.
Company email context
Email format at PFC Advisors
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{first_initial}{last}@marketcounsel.com
86% confidence
AeroLeads found 1 current-domain work email signal for Peter Carleton. Compare company email patterns before reaching out.
Profile bio
About Peter Carleton
Sustainability and Entrepreneurship
Listed skills include Wealth Management, Asset Management, Investments, Portfolio Management, and 4 others.
Current workplace
Peter Carleton's current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Peter Carleton work experience
A career timeline built from the work history available for this profile.
Engagement Manager
Responsible for delivering the leading business development and regulatory consultancy to preeminent independent investment advisors at all stages throughout their lifecycleDeliver solutions to the most substantial challenges faced by entrepreneurs in the fast-growing and highly regulated Registered Investment Advisor communityDevelop and execute as.
May 2019 - Mar 2020
First Vice President & Client Relationship Manager
Hallmark Capital Management
Focus on helping high and ultra-high net worth individuals, families, institutions, and non-profits to achieve long term goals while partnering with the experience and expertise of Hallmark Capital Management, Inc. Responsible for developing and executing new strategic partnerships for Hallmark Capital Management.
Oct 2016 - May 2019
Relationship Manager
Responsible for managing Registered Investment Advisor relationships in the New York Metro Region for Charles Schwab with the specific goal of increasing assets and revenue for Charles Schwab. Chairman’s Club 2008 – New York Metro Sales Team recognized as Top Sales Region.Expert on wealth advisors, investment management, and practice management consulting.
Jun 2004 - Oct 2016
3 education records
Peter Carleton education
Master Of Business Administration - Mba, Finance
Babson F.W. Olin Graduate School Of Business
B.A., Business Administration And Management
Rollins College
Semester Abroad, Liberal Arts
University Of Sydney
FAQ
Frequently asked questions about Peter Carleton
Quick answers generated from the profile data available on this page.
What company does Peter Carleton work for?
Peter Carleton works for PFC Advisors.
What is Peter Carleton's role at PFC Advisors?
Peter Carleton is listed as Consulting, Business Development, Compliance, Strategy, Relationship Management at PFC Advisors.
What is Peter Carleton's email address?
AeroLeads has found 1 work email signal at @marketcounsel.com for Peter Carleton at PFC Advisors.
Where is Peter Carleton based?
Peter Carleton is based in New York, New York, United States while working with PFC Advisors.
What companies has Peter Carleton worked for?
Peter Carleton has worked for Pfc Advisors, Marketcounsel, Hallmark Capital Management, and Charles Schwab Advisor Services.
How can I contact Peter Carleton?
You can use AeroLeads to view verified contact signals for Peter Carleton at PFC Advisors, including work email, phone, and LinkedIn data when available.
What schools did Peter Carleton attend?
Peter Carleton holds Master Of Business Administration - Mba, Finance from Babson F.W. Olin Graduate School Of Business.
What skills is Peter Carleton known for?
Peter Carleton is listed with skills including Wealth Management, Asset Management, Investments, Portfolio Management, Asset Allocation, Business Consulting, Business Development, and Investment Advisory.
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