Peter Mallouk
About Peter Mallouk
Peter Mallouk is the President & CEO, holding numerous financial and investment certifications, including CFA, CFP®, and ChFC, and has earned a JD and MBA from the University of Kansas.
Peter Mallouk Title and Role
Peter Mallouk serves as the President & CEO. His leadership position places him at the helm of organizational strategy and direction. As President & CEO, Peter oversees the company's operations, guiding its vision and goals. He is responsible for aligning the company's objectives with market trends and ensuring long-term growth.
Peter Mallouk Education and Certifications
Peter Mallouk holds a JD and MBA from the University of Kansas, providing a strong foundation in both legal and business disciplines. Additionally, Peter has amassed an extensive array of certifications and designations, including Chartered Financial Planner™ (CFP®), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Advisor for Senior Living (CASL), Chartered Mutual Fund Counselor (CMFC), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Chartered Wealth Manager (CWM), Chartered Trust and Estate Planner (CTEP), Chartered Asset Manager (CAM), Chartered Portfolio Manager (CPM), Chartered Market Analyst (CMA), Chartered Investment Manager (CIM), Chartered Risk Analyst (CRA), Chartered Financial Risk Manager (CFRM). These qualifications highlight his comprehensive expertise in financial planning and analysis.
Peter Mallouk Professional Background
With an extensive background in financial services, Peter Mallouk has accumulated years of experience guiding clients through complex financial landscapes. His role as President & CEO entails spearheading company initiatives and developing robust financial strategies. His background in legal and business management, supplemented by a multitude of financial certifications, informs his approach to leadership and decision-making.