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About
Peter J. Mullins is a Partner and Wealth Management Advisor at Vestor Capital, LLC in Chicago, Illinois. In his current role, he focuses on client relationship management, research, technology, and new business development, serving a diverse base of individual and institutional clients with comprehensive financial planning and investment strategy solutions. He provides tailored advice across a range of asset classes including equities, fixed income, and alternative investments, with a particular specialization in 401(k) plan consulting, plan design, investment menu construction, fiduciary education, and ongoing participant education.
With over 16 years of experience, Peter joined Vestor Capital in 2013 and became a Partner in 2020. Before Vestor Capital, he was a Financial Advisor at Merrill Lynch where he developed expertise in wealth management and client advisory across high-net-worth and emerging affluent segments; he also has entrepreneurial experience from owning a technology consulting firm.
Peter holds a Bachelor of Science in Finance from the University of Arizona, Eller College of Management. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor (CRPC®), and Certified Divorce Financial Analyst (CDFA®), equipping him with specialized knowledge to advise on retirement planning, divorce financial analysis, and comprehensive wealth management strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Vestor Capital, LLC | Partner | Dec 2020 to Present | — |
| Vestor Capital, LLC | Wealth Management Advisor | May 2013 to Present | At Vestor Capital, our seasoned team of professionals, including attorneys, CFPs®, CPAs, and CIMAs, have the capability to manage each part of your portfolio. This means we can act as the Chief Finan... |
| Merrill Lynch | Financial Advisor | Jun 2009 to May 2013 | — |
| Mullins Computer Solutions | Owner | Jan 2002 to May 2009 | — |
Education
University of Arizona, Eller College of Management
Bachelor of Science (BS), Finance
2005 — 2009
Montini Catholic High School
2001 — 2005
Skills & Expertise
Others at Vestor Capital, LLC (3)
| Name | Role | Location |
|---|---|---|
E Elaine Moss | Vice President and Portfolio Manager | Chicago, IL , United States |
T Tim Detloff | Chief Investment Officer | Chicago, IL , United States |
| Trading Associate | Chicago, IL , United States |
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| Partner | North Star Investment Management Corp. | Highland Park, IL , United States | |
| Chief Investment Officer | North Star Investment Management Corp. | Chicago, IL , United States | |
A Andrea Wirth | Research Associate | Oak Ridge Investments LLC | Chicago, IL , United States |
A Anne Finley | Trader | Oak Ridge Investments LLC | Chicago, IL , United States |