Peter McGratty CFA

Peter McGratty, CFA®
Vice President Strategic Partnerships

Peter is Vice President, Strategic Partnerships of Pinnacle Advisor Solutions. Peter is responsible for all aspects of the business including sales and marketing and business development.

McGratty has more than twenty years of experience in finance starting his career at Montgomery Securities as a Research Analyst, where he was named a Wall Street Journal All Star Bank Analyst. After returning to the east coast, Peter continued his career as a money manager at Principled Capital Management and Calcine Management before setting out on his own.

In 2009, McGratty founded Precursor Research, the first independent research and advisory firm serving independent financial advisors nationwide. In 2011, Precursor Research teamed with Pinnacle Advisory Group to form Pinnacle Advisor Solutions.

Peter graduated from Georgetown University with a degree in Finance and is a Chartered Financial Analyst (CFA®).