Wealth Partners Capital Group, LLC
Peter Wheatley is a seasoned finance professional with extensive experience in investment consulting and company operations. Currently serving as a Senior Associate at Wealth Partners Capital Group, LLC since February 2022, Peter previously held multiple roles at Putnam Investments from September 2018 to February 2022, including Regional Consultant and Senior Associate Consultant. Peter began at Putnam as an Associate Consultant and later as a Regional Associate, following a brief internship as a Summer Sales Associate in 2017. Prior to these roles, Peter was a Summer Intern at Walker & Dunlop in 2016 and co-founded AnchorApp, a mobile concierge for boat docking, from November 2014 to September 2015. Peter's educational background includes a degree from the University of New Hampshire and a stint at Corvinus University of Budapest, complemented by attendance at Lexington Christian Academy.
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Wealth Partners Capital Group, LLC
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCG’s mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of September 30, 2024, WPCG has executed 125 M&A transactions on behalf of its partner firms, representing over $45 billion in acquired AUA.