Peter Schaffer

Vice President, Investment Sales

Peter Schaffer is a seasoned fintech advisor currently serving as Vice President of Investment Sales at Avantax Wealth Management®, where they lead sales and product management for alternative investments and related services. With vast experience in risk management and corporate strategy, they previously held prominent roles at LPL Financial and Russell Investments, driving governance and product innovation. Additionally, Peter contributes as a board member for the Institute for Portfolio Alternatives and EvoNexus, mentoring early-stage fintech companies. They are pursuing an MBA in Finance at the University of San Francisco and hold a BA in Economics from the University of California, Berkeley.

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San Diego County, United States

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