Provenance Wealth Advisors Welcomes CEO and President Peter Mottek
Provenance Wealth Advisors, an independent RIA firm, has named Peter Mottek chief executive officer and president. Managing Director Eric Zeitlin is advancing to chairman of the board and Richard A. Berkowitz, JD, CPA, has been named chairman emeritus.
With over 35 years in the industry, Mottek joins PWA after leading TD Bank’s US Wealth and Private banking for the last 10 years. His success was achieved by executing a strategy of expanding advisory teams while investing in people, platforms and operations.
He previously served as CEO and co-CEO of Barclays Bank in Portugal and Spain and earlier served as head of Citibank’s consumer business in Brazil and Peru. Mottek spent seven years as CEO and president of First Southern Bank.
About Provenance Wealth Advisors
For 25 years, Provenance Wealth Advisors’ team has provided comprehensive financial planning, estate planning and insurance services to entrepreneurs, professionals and business owners. The firm has been recognized as a leading advisory firm by Barron’s, Accounting Today and Financial Times.
PWA has offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, Cincinnati and New York.
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