BS, Finance, University of Illinois at Urbana-Champaign
MBA, Kellogg School of Management, Northwestern University
Certified Private Wealth Advisor®
Certified Exit Planning Advisor®
Chicago sports enthusiast, wine enthusiast, servant leader, traveling, hiking and dog person
Peter A. Paolilli
Peter A. Paolilli serves as a lead financial adviser for affluent individuals and families to help them reach their overall financial goals and navigate the complexities of wealth. He works in close collaboration with his clients’ broader team of professional advisers to create customized investment strategies that maximize wealth preservation and tax efficiency while also taking advantage of wealth creation opportunities. With more than 25 years of experience, Peter also provides broad and holistic financial planning advice on a variety of topics including estate, charitable, retirement and tax planning, and exit planning guidance for business owners and entrepreneurs.
Peter’s current and past clients include high net worth individuals, families, entrepreneurs, large family relationships and their enterprises, including businesses, and charitable foundations. While he works with a broad array of clients, he is particularly skilled at helping clients navigate and make decisions during transitional life events such as the sale of a business, the distribution of a trust, retirement or divorce. Peter has a passion for learning, building relationships and being of service to others.
Prior to joining Altair, Peter held senior wealth advisory positions as a Senior Director at BNY Mellon Wealth Management and Wealth Strategist with Northern Trust. Previously, he was a Private Banker at Northern Trust and Commercial Banker at Bank of America. Peter earned a BS in Finance from the University of Illinois at Urbana-Champaign, an MBA from the Kellogg School of Management at Northwestern University, the Certified Private Wealth Adviser (CPWA) accreditation at the University of Chicago, the Certified Exit Planning Adviser (CEPA) accreditation at the University of Chicago from the Exit Planning Institute, and holds the Series 7 and 63 securities licenses.
Peter is a Naperville, IL, resident and is very active in the community through philanthropic work, including leadership roles for several Chicago area non-profit organizations. He currently serves on the Board of Trustees for the DuPage Foundation, Board of Directors for 360 Youth Services, Board of Directors for the DuPage Estate Planning Council, Community Advisory Board for Loaves & Fishes, Chicago Advisory Board for Blessings in a Backpack, Advisory Board for the Center for Financial Literacy at North Central College, Board of Directors for Naperville Citizens Appreciate Public Safety, Committee Member for the Chicago Estate Planning Council, and Member of Naperville Rotary. Peter has also served on the Board of Directors and Chair of the Professional Development Committee for the Kellogg Alumni Association of Chicago for Northwestern University.
Peter regularly serves as a guest lecturer and course facilitator on the topics of leadership and wealth management at Northwestern University, University of Illinois at Urbana-Champaign, University of Wisconsin at Madison, and North Central College in Naperville, IL.