Greg wraps up his chat with Peter Mallouk, the President of Creative Planning. In part two, Greg and Peter discuss how long the pandemic could effect mergers and acquisitions, advice for entrepreneurs in the ideation stage, and what it’s like being a private investor during uncertain times.
About Peter Mallouk:
Peter is the President of Creative Planning, Inc. and its affiliated companies. Creative Planning provides comprehensive wealth management services to clients. These offerings include investment management, financial planning, charitable planning, retirement plan consulting, tax service and estate planning services. Creative Planning manages over $40 billion in assets as of April 2019 for clients in all 50 U.S. states and abroad.
Mallouk’s leadership in the industry has not gone unnoticed, either. He is the only person to have ranked No. 1 on Barron’s “Top 100 Independent Financial Advisors in America” list for three consecutive years (2013-15). He also appeared on the cover of Worth magazine’s 2017 and 2018 issues of “Power 100” – a list of the most powerful men and women in global finance.
Hosted By: Gregory Shepard