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Peter Mullins

Partner at Vestor Capital, LLC

Chicago, IL , United States

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

OrganizationRoleDate RangeDetails
Vestor Capital, LLCPartnerDec 2020 to Present
Vestor Capital, LLCWealth Management AdvisorMay 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 LynchFinancial AdvisorJun 2009 to May 2013
Mullins Computer SolutionsOwnerJan 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

CRPC
Series 7
Series 66
401k
Mutual Funds
Finance
Asset Allocation
Investments
Equities
Securities
Alternative Investments
Fixed Income
Portfolio Management
Strategic Financial Planning
Retirement Planning
Investment Strategies
Financial Advisory
Certified Divorce Financial Analyst
Sales
Strategic Planning
Marketing
Project Management

Others at Vestor Capital, LLC (3)

NameRoleLocation
E
Elaine Moss
Vice President and Portfolio ManagerChicago, IL , United States
T
Tim Detloff
Chief Investment OfficerChicago, IL , United States
Billy Grehan
Billy Grehan
Trading AssociateChicago, IL , United States

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