Peter Schaffer in

Peter Schaffer

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Board Member at Institute for Portfolio Alternatives
📍 San Diego County, California, United States

Peter is a senior strategic leader in financial services with over 25 years of experience, currently serving as Managing Director at Cetera Financial Group and a Board Member at the Institute for Portfolio Alternatives. His expertise lies in investment solutions, risk management, and product innovation. He holds a BA from UC Berkeley and an MBA from the University of San Francisco.

Outside of work, Peter is dedicated to giving back to his alma mater, the University of California, Berkeley. He actively mentors student-athletes, drawing from his own experience as a former member and captain of the universitys track team. People who have worked with him often describe him as knowledgeable, patient, thoughtful, and resourceful.

Unique fact: He was the captain of the track team during his senior year at UC Berkeley.

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Experience
31 Years
Current Role
Board Member
Job Level
Mid-senior
Location
San Diego County, California, United States
Personality Overview

How Peter shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Peter cares about

Fintech Innovation
Serves as an advisory board member for EvoNexus, a fintech incubator, where he mentors early-stage companies and their founders.
Alternative Investments
He is a board member for the Institute for Portfolio Alternatives and leads sales efforts for alternative investments at Cetera Financial Group.
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Career

Work history

1-2024
Board Member
Institute for Portfolio Alternatives
2022
Managing Director, Investment Solutions
Cetera Financial Group
2021
Independent Advisory Board Member
EvoNexus
2016 - 2021
Senior Vice President, Product Risk Management
LPL Financial
2011 - 2016
Managing Director, Global Head of Product and U.S. Business Strategy
Russell Investments
In the press

Media appearances

Institute for Portfolio Alternatives Announces 2026 Board of Directors. Featured in PR Newswire
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Education
Bachelor of Arts (BA)
University of California, Berkeley
MBA
University of San Francisco School of Management
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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