Peter Essele — SVP, Head of Advisory Solutions · Commonwealth Financial Network

Peter Essele — SVP, Head of Advisory Solutions · Commonwealth Financial Network · Greater Boston.

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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis

About

Innovative Leader | Platform Growth Strategist | Investment & Managed Solutions Chartered Financial Analyst (CFA®)Chartered Alternative Investment Analyst (CAIA) Certified Financial Planner(CFP®) FINRA Series Licenses: 7, 24, 31, 53, 66

Experience

SVP, Head of Advisory SolutionsCurrent
Commonwealth Financial Network
Apr 2024 – Present
As a leader in outsourced managed solutions, I set the vision and strategy for our platform, ensuring it evolves to meet the needs of advisors and their clients. I specialize in developing scalable investment solutions, enhancing platform capabilities, and driving innovation to optimize outcomes. A key focus of my role has been designing and launching our proprietary direct indexing platform, Personalized Indexing. These strategies provide enhanced tax efficiency and customization at scale. Since its launch, it has become the fastest-growing platform at Commonwealth. Additionally, I provide internal support to advisors, equipping them with the tools, insights, and strategies needed to navigate an increasingly complex investment landscape. By aligning platform strategy with market trends and advisor needs, I strive to build solutions that enhance efficiency, drive growth, and elevate the client experience.