Peter McGratty

Founder & VP Business Development at Pinnacle Advisor Solutions

October 2009 - Present | Mendham, NJ

Pinnacle Advisor Solutions provides comprehensive business solutions to emerging, break-away and established independent financial advisors nationwide.

Advisory Board at Martin Thomas Wealth Management

October 2008 - October 2010

Advisory Board member of $125MM independent RIA.

Managing Partner at SV Partners LLC

January 2009 - September 2009 | Morristown, NJ

Partnered with former GMAC Bank / GMAC Prime Mortgage executives to advise private equity funds on investing in distressed public and private financial companies. Provided guidance on investment strategies as well as legal and regulatory considerations. Offered due diligence services. Sourced transactions. Closed when the FDIC issued rules to specifically exclude private equity from bank recapitalization.

Portfolio Manager at Calcine Management

November 2004 - June 2008 | New York, New York

Global long-short hedge fund: equities, bonds, derivatives, other. Absolute returns (net of fees) 2x S&P 500 with less than 40% of the volatility. Risk-adjusted returns (net of fees) of 6x S&P 500. Responsible for idea generation across sectors: generalist. Focus: finance, energy, tech/telecom, agriculture, industrial, asset velocity. Managed certain risk management, marketing, accounting and operations functions.

Senior Analyst & Portfolio Manager at Principled Capital Management

October 2002 - March 2004 | New York, New York

Domestic long-short equity hedge fund. Responsible for financial services portfolio.

VP Finance (CFO) at LENDX

January 2000 - March 2002 | San Francisco, CA

Enterprise software and services enabling Fortune 500 companies to manage contracts and financial obligations, with an initial emphasis on equipment finance. Acquired by Selectica. Determine Software platform replaced Selectica legacy platform. Customers included ADP, Alcoa, Burlington Resources, Chevron Texaco, International Paper, Time Warner and others. Investors included NEA, Mohr Davidow and JP Morgan Chase. Responsible for funding (over $30MM debt and equity), accounting, HR and facilities. Responsible for competitive research and business development.

VP Finance (CFO) at NetProspect

March 1999 - December 1999 | San Francisco, CA

Online consumer marketing company. Infomediary. Responsible for funding, accounting, HR and facilities. Responsible for competitive research and business development.

Senior Research Analyst & Principal at Montgomery Securities

August 1990 - January 1998

1994 - 1998. Financial Services (Banks & GSEs) 1992 - 1993. Infrastructure, Independent Power & Batteries 1990 - 1992. Environmental Wall Street Journal All Star Bank Analyst

Intern at Sallie Mae

1987 - 1987

Financial Planning & Analysis. Developed debt forecasting model.

Georgetown University

1986 – 1990

BSBA

Delbarton School

1980 – 1986

High School