Pete Spera in

Pete Spera

Go-getter · DISC type d
Principal, Head of AWM Digital & Analytics at Vanguard
📍 New York City Metropolitan Area, United States

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.

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Experience
27 Years
Current Role
Principal, Head of AWM Digital & Analytics
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Pete shows up

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.

Priorities

Topics Pete cares 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.
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Career

Work history

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

Media appearances

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Education
B.S. in Management Information Systems (MIS)
Rensselaer Polytechnic Institute
4-2021 - 7-2021
eCornell Product Management Certificate
Cornell University
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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