Peter Cieszko

Peter CieszkoFounder, Head of Client Solutions

Peter Cieszko

Peter’s role is to deliver comprehensive wealth management services and innovative investment solutions to meet the unique financial objectives and life goals of every client. His focus is to introduce a best-in-class open-architecture advisory platform built with innovative technology that empowers advisors and strengthens advisor-client relationships.

Peter has over 40 years of experience in the financial services industry solving business-wide strategic, distribution, and operational challenges with a focus on the investment management sector. Most recently, he was Managing Partner at Convergency Partners, an advisory and consulting business focused on formulating and executing growth strategies for asset management, wealth management, and financial technology clients.

Previously, Peter was the Chief Client Officer and Head of Enterprise Strategic Relationships at American Century Investments, a leading global asset manager serving financial professionals, institutions, corporations, and individual investors. Peter has served as President of Fidelity Investment Institutional Services Company (FIIS), a division of Fidelity Investments, where he led a restructuring resulting in dramatic market share increase while delivering the second highest operating income in FIIS history.

Earlier in his career, Peter rose through roles at Citigroup Asset Management to become Head of Distribution at Legg Mason following Legg Mason’s acquisition of Citigroup Asset Management. Following his success at Legg Mason, Peter launched a transformational strategy as President of Global Distribution at Evergreen Investment Management, the investment management business of Wachovia, and was named CEO prior to its acquisition by Wells Fargo.

As a senior operating executive in asset management, wealth management, and alternative investments, Peter’s role at Indivisible Partners is an extension of his professional passion: to be a trusted partner to advisors and clients and make a fundamental difference in clients’ lives by offering objective advice that helps them realize their desired outcomes.

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