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Philip S. DeSantis, CFA
Head of Wealth Management
Philip S. DeSantis, CFA, is the Head of Wealth Management at Peak American Financial Companies, Inc. He has over 20 years of experience in the financial services sector, specializing in asset management and wealth management. His expertise encompasses executive management, strategic marketing, client portfolio management, and product management.
DeSantis is recognized as a visionary leader who excels in developing and executing business strategies aimed at driving growth and transformation. He is also an advocate for investors, focusing on creating positive outcomes for clients and stakeholders. His knowledge extends to fintech and digital strategy, where he leverages technological advancements to enhance business models and increase sales growth.
He holds a Bachelor of Science degree in Finance from Arizona State University and has held leadership positions at several prominent financial institutions, including Westwood Holdings Group, PNC, UBS, Northern Trust Asset Management, and SEI.
