Partner

Peter Cieszko

About Peter
Peter has had a successful career as a transformational leader with a proven record of driving dynamic turnarounds and creating innovative initiatives that achieve profitable and sustainable growth.

Peter has been consistently recruited to solve business-wide strategic, distribution, and operational challenges in the investment management industry. He is a trusted advisor to corporate, mutual fund, and client boards on industry trends as well as insights, market strategy, governance, and regulatory matters.

As Chief Client Officer and Head of Enterprise Strategic Relationships at American Century Investments (ACI), Peter reinvented end-to-end businesses, achieving new levels of market share, record gross sales, productivity and redemption rates. Additionally, he created an industry leading partnership with ADP resulting in a dramatic turnaround and sustainable profitability of ACI’s direct to investor business.

Peter rose through a series of foundational roles to become Head of US Distribution at Legg Mason (previously Citigroup). Following his success at Legg Mason, Peter created and launched a transformational strategy as President of Global Distribution at Evergreen Investment Management and was named CEO prior to its acquisition. Peter then joined Fidelity as President of Investments Institutional Services (FIIS) where he led a restructuring resulting in record net flows, reduced redemption rates and a dramatic market share increase while delivering the second highest operating income in FIIS history.

Peter currently serves as board director with Intermountain Healthcare Primary Children’s Hospital, Hope & Heroes (Columbia University Medical Center), and We Stand with Christ Inc./Catholic Charities. He is a current Dean’s Advisory Council Member of the Villanova School of Business, where he earned a BS in Business Administration.

Jeff Miller
Partner
Jeff has had a dynamic career as an operator and growth driver across the financial services ecosystem, both domestically and internationally, and has had executive roles in Asset Management, Wealth Management, Consulting, and Fintech.
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Eric Hoerdemann
Partner
Eric has been an investor for 25 years leading teams that have allocated billions of dollars to asset managers. He has been at the forefront of investment technology, building extensive due diligence platforms.
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Dave Schrohe
Partner
Dave has amassed deep and broad wealth management industry experience in leadership roles at both RIAs and larger institutions, taking advantage of technology and innovation to improve everyone’s experience.
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