Peter Nadeau, ARPC
Managing Director
Pete services institutional clients by providing advice and counsel on all areas of fiduciary responsibility and fund oversight including policy, asset allocation, manager research, portfolio construction, portfolio rebalancing, performance monitoring and overall investment policy. His focus is on defined contribution retirement plans for both corporate and nonprofit organizations. Pete joined the firm in 2014.
Prior to joining the firm, Pete spent 10 years on the recordkeeper side of the business, with roles at The Hartford, ING (VOYA) and MassMutual. He earned his MBA and MS from Albertus Magnus College and his BA from the University of Hartford. Additionally, he has obtained both the SPARK Accredited Retirement Plan Consultant (ARPC) designation and the Certified Behavioral Finance Analyst (CBFA) designation.
Prior to joining the firm, Pete spent 10 years on the recordkeeper side of the business, with roles at The Hartford, ING (VOYA) and MassMutual. He earned his MBA and MS from Albertus Magnus College and his BA from the University of Hartford. Additionally, he has obtained both the SPARK Accredited Retirement Plan Consultant (ARPC) designation and the Certified Behavioral Finance Analyst (CBFA) designation.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
