Rick Peterson & Associates

www.rickpetersonassociates.com

Rick Peterson & Associates "RPA" founded in 1979 is a nationally recognized firm which specializes in executive recruiting for the Wealth Management sector. RPA is deeply knowledgeable of the choices available to financial advisors. As a firm we are able to discuss, introduce and advise advisors about Institutional Consulting Firms, Specialty RIA's & Hybrid-RIA's, Custody Firms, Trust Platforms, Advisory Firms, International Platforms, Institutional Firms, Independent Firms, Wirehouses, Regionals and Investment Banks. Rick Peterson is widely recognized as the "go to" brokerage industry expert on changing trends, compensation and the direction of Wall Streets multitude of firms. He has been widely quoted in every major publication and is known as one of the first wealth management recruiting pioneers. Please Contact Greg Noble For Any Requests Or Information Greg Noble has 30 years of Capital Markets & Wealth Management experience and has worked closely with Rick for 10 years. Greg was the General Manager of RPA up till 2016. He recently moved to Breckenridge Colorado but still collaborates & tackles unique opportunities with Rick. Greg is considered one of the most knowledgeable professionals when it comes to the optionality available to advisors. He has 14 years of NYC equity trading experience, 4 years experience as a $3m solo UBS financial advisor, 5 years of involvement in private equity, capital raising & investment banking. Since 2009 Greg has been entirely focussed on assisting and supporting financial advisors - leveraging his broad diverse background to guide and inform you. Greg is one of the most experienced recruiters in the industry. Greg is fiercely firm agnostic and always available in person or on the phone. For any inquires reach out to: Greg Noble (832) 623-9204 noblegreg@gmail.com

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Rick Peterson & Associates "RPA" founded in 1979 is a nationally recognized firm which specializes in executive recruiting for the Wealth Management sector. RPA is deeply knowledgeable of the choices available to financial advisors. As a firm we are able to discuss, introduce and advise advisors about Institutional Consulting Firms, Specialty RIA's & Hybrid-RIA's, Custody Firms, Trust Platforms, Advisory Firms, International Platforms, Institutional Firms, Independent Firms, Wirehouses, Regionals and Investment Banks. Rick Peterson is widely recognized as the "go to" brokerage industry expert on changing trends, compensation and the direction of Wall Streets multitude of firms. He has been widely quoted in every major publication and is known as one of the first wealth management recruiting pioneers. Please Contact Greg Noble For Any Requests Or Information Greg Noble has 30 years of Capital Markets & Wealth Management experience and has worked closely with Rick for 10 years. Greg was the General Manager of RPA up till 2016. He recently moved to Breckenridge Colorado but still collaborates & tackles unique opportunities with Rick. Greg is considered one of the most knowledgeable professionals when it comes to the optionality available to advisors. He has 14 years of NYC equity trading experience, 4 years experience as a $3m solo UBS financial advisor, 5 years of involvement in private equity, capital raising & investment banking. Since 2009 Greg has been entirely focussed on assisting and supporting financial advisors - leveraging his broad diverse background to guide and inform you. Greg is one of the most experienced recruiters in the industry. Greg is fiercely firm agnostic and always available in person or on the phone. For any inquires reach out to: Greg Noble (832) 623-9204 noblegreg@gmail.com

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Country

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State

Texas

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City (Headquarters)

Houston

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Employees

1-10

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Founded

1979

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Social

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Potential Decision Makers

  • President and Founder

    Email ****** @****.com
    Phone (***) ****-****

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