Peter M. Greenberger CFA, CFP®
Senior Vice President, Manager Product Administration
Peter Greenberger joined Dynasty in 2023 as the Senior Vice President, Manager Product Administration. He leads the investment and operational due diligence, contract engagement, and investment manager relationships for the firm.
Prior to joining Dynasty, he spent nearly 16 years at Raymond James. Most recently, he was leading product management efforts for the nearly $300B mutual fund platform. This included ensuring the product shelf was broad enough to meet the needs of clients, advisors, and the firm, while remaining mindful of changing business, investment, and regulatory environments. Earlier in his tenure with Raymond James he was responsible for leading the manager research team. He began his career working for various New York-based financial institutions in analytic roles.
Peter obtained a MA from Columbia University and a BS the Pennsylvania State University. He is also a Certified Financial Planner and a Chartered Financial Analyst.
Prior to joining Dynasty, he spent nearly 16 years at Raymond James. Most recently, he was leading product management efforts for the nearly $300B mutual fund platform. This included ensuring the product shelf was broad enough to meet the needs of clients, advisors, and the firm, while remaining mindful of changing business, investment, and regulatory environments. Earlier in his tenure with Raymond James he was responsible for leading the manager research team. He began his career working for various New York-based financial institutions in analytic roles.
Peter obtained a MA from Columbia University and a BS the Pennsylvania State University. He is also a Certified Financial Planner and a Chartered Financial Analyst.
