Peter Gottlieb
Senior Associate, Mergers & Acquisitions

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As part of the Partnership Integration Department, Peter works closely with Beacon Pointe’s Mergers & Acquisitions team pursuing new advisor partnership opportunities across the country. He is responsible for prospecting and outreach during these processes as well as optimizing internal relations for the M&A team. While attending Texas Christian University, Peter completed an internship with Beacon Pointe in the Newport Beach headquarters office before graduating with a degree in Finance. Outside of the office, he enjoys watching sports, exercising, and spending time with friends and family.

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