Leo J. Peters IV

Leo J. Peters IV

Senior Vice President

Leo J. Peters IV, is a Senior Vice President for Peak Capital Solutions and is responsible for raising capital throughout the Central United States region for various alternative investment programs.
Mr. Peters is a 29-year veteran of the financial industry and previously served as wholesaler for Equity Markets Group in the western region. Prior alternatives experience includes Carter Funds LLC, ExchangeRight Real Estate and Preferred Capital Securities (Preferred Apartments). He also has held asset management and sales roles at other established firms, including AllianceBernstein, Prudential Financial, and Pacific Life.
Leo obtained his Certified Investment Management Analyst (CIMA®) Designation from The Wharton School at the University of Pennsylvania and a bachelor’s degree in economics from The University of Texas at Austin. He holds FINRA Series 7, 6, and 63 licenses and also is a Certified Retirement Counselor (CRC) with the International Foundation for Retirement Education. Leo lives in Dallas, Texas with his wife and blended family of five children.

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