Pete Spera

Go-getter
DISC Type : d

Principal, Head of AWM Digital & Analytics at Vanguard

New York City Metropolitan Area, United States

Overview

Pete Spera is the Principal and Head of AWM Digital & Analytics at Vanguard, where he leads the development of digital tools and data initiatives for wealth management clients. A leader with a history in senior roles at Goldman Sachs and J.P. Morgan, he specializes in driving large-scale digital transformation in the financial industry. He holds a B.S. in Management Information Systems from Rensselaer Polytechnic Institute.

He is known for his passion for innovation and is described by colleagues as a strong and innovative product manager. He focuses on building diverse, high-performing teams and is a proponent of mentorship and professional growth within the financial services sector.

During his tenure at J.P. Morgan, he spearheaded a key fintech partnership with the data start-up Mosaic Smart Data to enhance fixed-income trading.

Personality Overview

Self-Confident

Vision Oriented

Challenger

They respond well to confident salespeople.  They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Digital Transformation
A consistent theme throughout his career, having led major digital transformation programs across wealth management at Vanguard, Goldman Sachs, and J.P. Morgan.
Wealth Management Tech
His career is centered on creating digital applications and tools for wealth management clients and advisors at leading financial firms.
Data & Analytics
His current role at Vanguard is explicitly focused on driving data and business analytics initiatives, and he has recently been hiring senior leaders for his team.

Media Appearances

Pete has no verified media appearances

Work History

10-2025
Principal, Head of AWM Digital & Analytics at Vanguard
3-2022 - 10-2025
Managing Director, Asset & Wealth Management Division at Goldman Sachs
1-2019 - 3-2022
Managing Director, Head of Advisor Platforms, Wealth Management at J.P. Morgan
4-2014 - 1-2019
Managing Director, Head of Client Intelligence (Sales) Technology & Sales Product Management at J.P. Morgan
5-2006 - 4-2014
Executive Director, Capital Markets Product Management & Technology at Morgan Stanley

Education

B.S. in Management Information Systems (MIS) from Rensselaer Polytechnic Institute
4-2021 - 7-2021
eCornell Product Management Certificate from Cornell University

More Information

Social Presence :

Prographics :

Exp : 27 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Principal, Head of AWM Digital & Analytics at Vanguard
URL has been copied!

Insights For Selling To Pete

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Highlight the competitive differentiation of your product
  • Refer to testimonials from others in similar positions

DONT's

  • Avoid repeating yourself or making generalizations
  • Don't try too hard to get friendly, let it happen with time
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Pete is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Pete

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Pete move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Pete take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Pete

Personality Compatibility


Other Vanguard Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.