Elite Consulting Partners
Peter Quigley is a seasoned professional in the financial services industry, currently serving as a Senior Transition Consultant at Elite Consulting Partners since November 2021. In this role, Peter focuses on providing strategic advice and solutions to advisors and corporate clients within the realms of advisor transition consulting, business consulting, and broker-dealer M&A. Prior to this position, Peter held the title of Vice President in Wealth Management at UBS from December 2008 to November 2021, where extensive experience in wealth management was gained.
This person is not in any offices
Elite Consulting Partners
Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry. Our industry-leading staff offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients. We ensure our clients' objectives and goals are realized during their due-diligence and transition process. We work with many of our clients in areas concerning transitioning to a new broker-dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing headcount, and monetizing the equity within a practice or business through negotiated mergers or simple advisor recruiting deals and packages. We serve as the bridge connecting advisors and businesses to actionable ideas. In the course of consulting with our clients, we communicate competitive intelligence covering the wire-house, regional, independent broker-dealer, RIA, and hybrid landscape(s). We also partner with firms that have deeper expertise within independent advisory M&A, practice management, succession planning, and business valuation disciplines to bring a higher level of service to our clients.