A veteran of the Financial Services Industry, Jack Peters brings a wealth of knowledge and experience to Global View Capital Advisors where he serves as President. Most recently, he’s been partner at both a SEC Registered Investment Advisor firm, and for a mutual fund family.
Over the years, he has been involved in nearly every aspect of the financial services business. Jack began his career as an Investment Adviser Representative. Since then, he’s been an adviser to advisors within the various communities of the industry ranging from independent firms, to national banks, to New York wirehouse firms. In 2012, Jack became an independent Investment Adviser Representative, once again. He was able to put processes and systems together to scale his practice. After successfully doing so, he was able to take that knowledge to other advisers to help them do the same.
Jack is a graduate of the Marquette University School of Business. Jack formerly has served on the Board of Directors for the Cincinnati Estate Planning Council, and President of NAIFA Cincinnati. Currently, Jack serves on the Board of Directors of National Association of Active Investment Managers (NAAIM).
Jack and his wife have raised their three children together and are proud residents of their community.