The soaring competition in the financial industry demands an innovative approach for consistent growth. Financial leaders are always thinking multiple steps ahead to spare no effort to offer services for their clients.
Peter Lee is one such leader who is recognized for building an unparalleled ecosystem of clients across some of the country’s top entrepreneurs, private equity / venture capital founders, professional athletes and entertainers. Peter is a Founding Partner of Summit Trail Advisors, and he and his team are defining a new category of the “Networked Family Office.”
We at Insights Success caught with Peter in our endeavor to find ‘The 10 Most Influential Leaders in Wealth Management, 2021.’ We talked to him to understand how his innovative strategies have created a client-centric approach.
Below are the highlights of the interview.
Brief our audience about your journey as a business leader until your current position at Summit Trail … Read more