Peter Stanton
Peter Stanton has spent over 40 years leading the wealth management industry’s expansion to include full-service, banking and lending programs, driving initiatives with firms such as Merrill Lynch, UBS Financial Services, Morgan Stanley, Credit Suisse, Goldman Sachs, Pershing, Fidelity, and more.
Peter - and his network of partners/resources - have:
- Built the first banking and lending programs in the wealth management industry, dating back to the ‘80s and ‘90s, and advanced the programs to the mega businesses they are today
- Created and implemented the #1 non-purpose, securities-based platform in the market
- Designed, developed, and implemented the market's first multi-product, prequalification lending platform with curated choice of premier providers
- Developed the first and foremost brokered deposit platform in the market and advised additional providers in this space
- Serve as advisors and board members to many market leaders
- Delivered a mortgage platform that generated tens of billions in USD loan transactions through advisors annually
- Fostered connections with virtually every market participant, spanning a network of lenders, platform providers, distributors, and more
The Process Is Simple
Discovery
We begin with a discovery session to assess the services you currently provide and where you would like to expand your capabilities.
Insights
We then suggest additional areas for you to consider based on your goals and our decades of experience delivering the leading programs in the market.
Design and Roadmap
Based on the discovery and insights phases, we jointly design a comprehensive banking and lending program driven by your priorities and business objectives. We also provide the roadmap to launch the product, consisting of the project streams needed to deliver the objectives and benefits identified.
Execution
We partner with you for execution across all disciplines, including sales, marketing, technology, operations, credit risk, compliance, personnel, and more.
Results
Attraction of advisors to your firm, expansion of client relationships, retention of clients based on the quality and efficiency of your expanded wealth management program, and substantial returns/income to your company and to your advisors.
Whether you are an advisor firm/network, independent financial advisor, or provider of products or services to the market, we can help.
Peter's Bio
Peter is recognized as the foremost industry authority in helping wealth management firms advance banking and lending programs. A Yale graduate, he began his career at Merrill Lynch, serving as Executive Vice President of ML Business Financial services and SVP of ML’s mortgage company, ML Credit Corporation. He then served as SVP and Head of Banking Strategy for UBS Financial Services. He subsequently formed two companies, Investor Lending Solutions (ILS) with Mark Brooks, which they sold to Goldman in 2015, launching GS Select, the industry’s leading, non-purpose securities-based lending platform. Peter then created the Advisor Credit Exchange (ACE) with Paul Donovan, the industry’s first, multi-product, prequalification banking and lending platform for advisors, partnering with Envestnet and UBS.