Pete Bouros is a Vice President of Lenox Advisors who operates a comprehensive wealth advisory practice out of the Chicago office. With more than 10 years of experience in the financial services industry, Pete serves both individual and corporate clients around the country. He specializes in advising high net worth individuals to make well-informed decisions on matters regarding wealth management, insurance, and estate planning. Through the Lenox Personal CFO Platform, Pete and his team provide family office services to integrate his client’s entire financial lives into one comprehensive plan, and to efficiently transfer wealth to the next generation.
On the corporate side, Pete advises businesses, of all sizes, on ways to attract, reward, and retain top talent with tax-efficient strategies and executive carve out programs. Prior to joining Lenox in 2013, Pete spent four years as a licensed personal banker at Standard Bank & Trust Company. Pete was the first personal banker in the bank’s 70-year history to be promoted internally to a licensed banker role, and was recognized for being a top performer for three consecutive years. He graduated from DePaul University with a Bachelor’s Degree in Finance, and holds a FINRA Series 7 and 66 Registration.