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Peak Capital Solutions Expands Sales Team With the Addition of Two Veteran Wholesalers

Peak Capital Solutions LLC, a third-party distribution platform specializing in alternative investments, has brought on two external wholesalers to its team.

Leo J. Peters IV has joined Peak as senior vice president and will oversee sales in the firm’s Central territory. Peters brings nearly 30 years of experience in the financial services industry, working closely with financial advisers and their clients. He previously worked with Equity Markets Group, Carter Funds LLC, ExchangeRight Real Estate, and Preferred Capital Securities.

Leo J. Peters IV

Peters earned his Certified Investment Management Analyst designation from the Wharton School at the University of Pennsylvania and holds FINRA Series 7, 6, and 63 licenses. He graduated from the University of Texas at Austin.

Jeremy Groh has also been appointed as senior vice president, responsible for sales in the East Coast territory. Groh is a seasoned wholesaler with over 20 years of industry experience. He joins Peak from PREP Securities, where he managed the firm’s Southeast territory. Throughout his career, Groh has held senior positions at Waypoint Residential, F/m Acceleration, AMG Funds, and Aston Funds.

Jeremy Groh

Groh is a graduate of Manchester College and holds FINRA Series 7 and 63 licenses.

“We are extremely excited to have both Leo and Jeremy join Peak Capital Solutions. They both have a long track record of success in the industry and have served many financial advisers and their clients” said Brian Conneely, president of Peak Capital Solutions. “We look forward to their contribution in the growth of what we are building for our clients.”

Peak Capital Solutions is an independent multi-product distribution platform that focuses on the distribution of alternative investments and works with asset managers from initial product design through capital raise.

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