Advisor Credit Exchange
Peter is Chief Executive Officer for ACE, which he founded in 2017. Peter is well-regarded for his expertise in helping wealth management firms deliver highly profitable growth with banking and lending programs based on fully integrated wealth management strategies. A Yale University graduate, he began his career at Merrill Lynch, serving as Executive Vice President and Senior Director of Merrill Lynch Business Financial Services and SVP and Senior Director for Merrill Lynch Credit Corporation. He then served as Senior Vice President and Director of Banking Strategy for UBS Financial Services. In 2015, Peter co-founded Investor Lending Solutions (ILS) which he later sold to Goldman Sachs.