Peter J. Hess, Jr., CIMA®

Experience

• 

  BNY

  Feb 1992 - Jan 2008

  Over a 16-year career learned the complexities of the mutual fund/investment/variable annuity distribution business. Accepted new roles and established a legacy of accomplishment, growth and success. Drove sales results by building relationships, identifying asset allocation needs, and raising awareness of firm brand, investments, products and related services.

  • Senior Vice President

    Mar 1998 - Jan 2008

  • Regional Vice President

    Mar 1997 - Mar 1998

  • Supervisor, Internal Wholesaling

    Oct 1995 - Mar 1998

  • Senior Internal Wholesaler

    Oct 1993 - Oct 1995

  • Marketing Support Representative

    Oct 1992 - Oct 1993

  • Client Administrator, Broker Dealer Services

    Feb 1992 - Oct 1992
• 

  Nuveen, a TIAA company

  Jan 2008 - Nov 2020

  For nearly 13 years, worked closely with financial professionals and their clients in OH and western PA. Consistently demonstrated a high level of expertise in asset allocation, capital markets, investment management industry and marketplace developments. Assisted advisors with asset allocation decisions across equity, taxable and municipal fixed income and real assets investments.Launched various closed-end fund structures, separately managed account portfolios, unique mutual funds, ESG investments, real estate products and Alternative InvestmentsA trusted partner to many centers of influence at wire house, regional, independent and RIA firms. Proven expertise as an effective influential host of in-person, virtual and client-facing meetings and seminars. Show less

  • Managing Director, Advisor Consultant

    Jan 2017 - Nov 2020

  • Senior Vice President, Advisor Consultant

    Jun 2016 - Dec 2016

  • Senior Vice President, Divisional Director

    Apr 2011 - May 2016

  • Vice President, Advisor Consultant

    Jan 2008 - Mar 2011
• 

  Cantor Fitzgerald

  May 2021 - Sept 2022

  Regional Sales Director

  Worked closely with Bank, Independent, Regional, RIA and Wirehouse financial advisors through out Indiana, Michigan, Ohio and Western Pennsylvania.

• 

  Lazard Asset Management

  Sept 2022 - now

  Senior Vice President