Greg Peterson

Advisory Board Member at MAKOSI

Greg Peterson is an experienced advisory and leadership professional, currently serving as an Advisory Board Member at Makosi and a Strategic Advisor at Belay Associates since March 2021. Additionally, Greg holds the position of Oversight Board Member at Chicago Partners Wealth Advisors, contributing as one of three independent members to the Diversified Equity Fund and Diversified Debt Fund since October 2020. Previous experience includes serving as an Advisor at AdvisoryCloud from June 2020 to November 2021. A retired Partner from PricewaterhouseCoopers, Greg spent nearly four decades specializing in Transaction Services, M&A, and Business Development. Greg earned an MBA from the Texas McCombs School of Business and a BS in Accounting from Gies College of Business at the University of Illinois Urbana-Champaign.

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New York, United States

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MAKOSI

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Makosi Consulting is a financial services company that provides financial consultancy services in New York.