Peter Schatoff

Peter Schatoff is a high-touch client-facing relationship manager with a fintech/SaaS hybrid account management/sales/project management/customer success expertise, focusing on UHNW investors. He has a strong background in wealth and asset management, trading, financial planning, trust and partnership accounting, private markets, private banking/lending, project management, technology implementation, product demos, and client education. Peter has extensive experience working with UHNW investors, RIA firms, family offices, and institutional clients, with a knack for business development. He is a blockchain enthusiast with a passion for fintech. Peter studied Russian Language and Literature for his Bachelor's Degree at the University at Albany and pursued a Graduate Certificate in Financial Planning from Adelphi University. Throughout his career, he held positions such as Senior Relationship Manager, Associate Director, and Investment Associate at renowned financial institutions like UBS, J.P. Morgan Securities, Neuberger Berman, TradeStation, and BNY Mellon.