Archives: Senior Team members

Frank Porcelli has had a distinguished 30+ year career in asset management and wealth management. While he was at BlackRock (NYSE: BLK), one of the world’s largest asset management firms at nearly $10 trillion of assets under management, he headed its U.S. Wealth Business and was a member of their Operating Committee and helped that […]

Mr. Summe has 30+ years of experience as an investor, operator and C-level executive with additional leadership experience through serving as a board member for multiple companies in the engineering, aerospace, finance and data analytics industries. He has completed over 200 private equity investments as an investment committee member and has also acquired or sold […]

Steve DeAngelis has over 30 years of dynamic business building, management and leadership experience from global investment firms. Experience includes founding and building a technology-based wealth management support platform to over $100 Billion in assts and selling to PFPC Worldwide (a division of PNC Financial), Managing Director and Head of U.S. Advisor Solutions Group at […]

Peter Cieszko has over 40 years of wide-ranging experience in the financial services industry solving business-wide strategic, distribution and operational challenges with a core focus on the investment management sector. Mr. Cieszko is currently Managing Partner at Convergency Partners, a unique advisory and consulting business focused on the formulation and execution of growth strategies for […]

T. J. Della Pietra has 35+ years of leadership, strategic, investment and governance experience in the financial industry, including senior roles at Citigroup (NYSE: C) and J.P. Morgan (NYSE: JPM) in New York, Tokyo and Hong Kong. Mr. Della Pietra held several senior operating roles at Citigroup, with responsibility for strategy, profit & loss, balance […]

Gilbert Palter is a senior executive with over 30 years of investment and operations experience, in both private and public companies, in the U.S. and Canada. Mr. Palter is Chairman & CEO of EGADS Group, a family office investing in private and public companies and taking an active board role adding value in such areas […]

Dennis Duerst, CFA had a 39-year career at 3M Company (NYSE: MMM), a multinational conglomerate corporation operating in the fields of industry, worker safety, health care, and consumer goods. Mr. Duerst was most recently President at 3M Investment Management Corporation, the $40 billion investment manager for 3M’s global retirement plans. In the US, he launched […]

Tom Tull, CFA is a senior executive with 40+ years of investment experience in both private and public capital markets. Mr. Tull was most recently the Chief Investment Officer at the Employees Retirement System of Texas (ERS) where he managed a ~$35 billion public pension plan that administers on behalf of employees and retirees of […]

Deirdre Breakenridge is a business book author, communications strategist, media trainer, and CEO at Pure Performance Communications. As a 30+ year veteran in PR, marketing, and branding, she has worked with senior leaders at organizations, including JVC, Kraft, Nasdaq, NBA Events and Attractions, Siegel+Gale and the Public Relations Society of America (PRSA). As the author […]