Stephen C. Peters

Stephen Peters is the President and CEO of VisionQuest Wealth Management, a wealth management company providing services to prominent American families. Similar to a family office, Mr. Peters has developed a unique team structure at VisionQuest supported by internal and external wealth management experts focused on providing high-quality advice and attentive service rather than simply selling products. His firm’s multi-family office structure consists of a deep bench of wealth management expertise that ensures clients receive the benefit of top-notch, credible advice while at the same time delivering that breadth of expertise efficiently.

Before starting VisionQuest Wealth Management, he worked at SEI Investments in (3) different market units. In these roles he was responsible for sales, marketing, business management, new product development and client service. Early in his career at SEI Investments, Mr. Peters was responsible for developing, testing and selling the development of a new business model for wealthy individuals, families and business owners and prior to that position he was responsible for the sale of SEI’s Asset Management Program to Independent Advisors.

In addition to his experience at SEI Investments, Mr. Peters was a Captain in the United States Marine Corps and his educational background includes an undergraduate degree from Muhlenberg College in Business and Communication and a MBA from MIT’s Sloan School of Management. Mr. Peters holds the following professional designations: Certified Financial Planning (CFP) and Certified Investment Management Analyst (CIMA).

He lives in Cary, North Carolina with his wife, Amy, and his two children, Sara Beth and Robert.